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Unilever
UL

1,107 hedge funds and large institutions have $12.2B invested in Unilever in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 287 increasing their positions, 521 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 69

41% more call options, than puts

Call options by funds: $157M | Put options by funds: $111M

4% more funds holding

Funds holding: 1,065 → 1,107 (+42)

0.09% more ownership

Funds ownership: 8.85% → 8.94% (+0.09%)

1% less capital invested

Capital invested by funds: $12.3B → $12.2B (-$160M)

13% less funds holding in top 10

Funds holding in top 10: 15 → 13 (-2)

45% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 521

Holders
1,107
Holders Change
+42
Holders Change %
+3.94%
% of All Funds
16.14%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
129
Increased
287
Reduced
521
Closed
69
Calls
$157M
Puts
$111M
Net Calls
+$46.1M
Net Calls Change
+$16.1M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$364M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$55.9M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$53.4M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$45.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.9M

Top Sellers

Rank Fund Capital Flow
1
CCM
Cullen Capital Management
New York
-$68.3M
2
Bank of America
Bank of America
North Carolina
-$66.4M
3
BlackRock
BlackRock
New York
-$63M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$55M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$44.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
1076
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.82K – – –
RS
1077
Rakuten Securities
Japan
$2.81K +$2.81K +52 New
WAG
1078
Wiser Advisor Group
Arizona
$2.78K +$2.75K +51 New
BIA
1079
Bell Investment Advisors
California
$2.67K -$2.86K -53 -52%
HI
1080
Hoey Investments
Pennsylvania
$2.52K – – –
CCM
1081
Copeland Capital Management
Pennsylvania
$2.42K – – –
PAI
1082
Pittenger & Anderson Inc
Nebraska
$2.42K – – –
PSB
1083
Piscataqua Savings Bank
New Hampshire
$2.42K – – –
MFT
1084
Moisand Fitzgerald Tamayo
Florida
$2.18K +$2.16K +40 New
NMG
1085
New Millennium Group
Utah
$2.13K – – –
OP
1086
ORG Partners
Indiana
$2.08K – – –
AP
1087
Atwood & Palmer
Missouri
$2.04K – – –
AW
1088
Avion Wealth
Texas
$2K – – –
C
1089
Covestor
United Kingdom
$2K – – –
SAG
1090
Spotlight Asset Group
Illinois
$1.98K – – –
IHWM
1091
Iron Horse Wealth Management
Iowa
$1.79K – – –
GWMIA
1092
Global Wealth Management Investment Advisory
Florida
$1.75K – – –
FSWA
1093
Financial Synergies Wealth Advisors
Texas
$1.71K +$1.62K +30 New
CAM
1094
ClariVest Asset Management
California
$1.7K +$1.67K +31 New
DF
1095
Dunhill Financial
United Kingdom
$1.36K +$1.35K +25 New
SWM
1096
Sanctuary Wealth Management
Idaho
$1.26K – – –
FG
1097
Fairman Group
Pennsylvania
$1.26K +$1.24K +23 New
GIM
1098
Gold Investment Management
Alberta, Canada
$1.21K +$1.19K +22 New
AFS
1099
Annapolis Financial Services
Maryland
$1.07K – – –
DAC
1100
Dividend Assets Capital
South Carolina
$1K – – –
42 43
44
45 46

UL Hedge Fund Activity: Q4 2023 in Review

1,107 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q4 2023, worth a combined $12.2B — down 1.3% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new UL positions and 69 closed out — a net gain of 60 holders — while 287 added to existing stakes and 521 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $364M. The largest seller was Cullen Capital Management, cutting an estimated $68.3M.

  • 1,107 institutional investors held Unilever (UL) as of Q4 2023, up from 1,065 in Q3 2023.
  • Funds reported $12.2B of Unilever stock for Q4 2023, down 1.3% quarter-over-quarter.
  • 129 funds opened new Unilever positions in Q4 2023 and 69 closed out, a net change of +60 holders.
  • The largest Unilever buyer in Q4 2023 was Morgan Stanley, an estimated $364M added.
  • The largest Unilever seller in Q4 2023 was Cullen Capital Management, an estimated $68.3M sold.

Based on aggregated 13F filings for Q4 2023.