We are live on ! Find out more
UL icon

Unilever
UL

1,109 hedge funds and large institutions have $12.7B invested in Unilever in 2024 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 373 increasing their positions, 449 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 74

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

11% more call options, than puts

Call options by funds: $154M | Put options by funds: $138M

1% more funds holding

Funds holding: 1,093 → 1,109 (+16)

2% more capital invested

Capital invested by funds: $12.5B → $12.7B (+$194M)

0.64% less ownership

Funds ownership: 8.81% → 8.18% (-0.64%)

17% less repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 449

Holders
1,109
Holders Change
+16
Holders Change %
+1.46%
% of All Funds
16.02%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
103
Increased
373
Reduced
449
Closed
74
Calls
$154M
Puts
$138M
Net Calls
+$15.6M
Net Calls Change
-$43.8M

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$68.4M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$65.6M
3
SSA
Schonfeld Strategic Advisors
New York
+$63.6M
4
ClearBridge Investments
ClearBridge Investments
New York
+$58.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$47.9M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$442M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$200M
3
Bank of America
Bank of America
North Carolina
-$87.5M
4
Stifel Financial
Stifel Financial
Missouri
-$58.8M
5
JP Morgan Chase
JP Morgan Chase
New York
-$57.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1076
Tompkins Financial
New York
$5.5K – – –
GJWM
1077
Gilliland Jeter Wealth Management
Arkansas
$5.33K – – –
AAG
1078
Armstrong Advisory Group
Massachusetts
$4.79K +$4.55K +77 New
PIS
1079
POM Investment Strategies
North Carolina
$4.73K +$4.49K +76 New
WPWM
1080
Western Pacific Wealth Management
Illinois
$4.63K – – –
HWM
1081
HighMark Wealth Management
Minnesota
$3.85K – – –
GI
1082
Gradient Investments
Minnesota
$3.3K +$3.13K +53 New
C
1083
Covestor
United Kingdom
$3K -$118 -2 -4%
WAG
1084
Wiser Advisor Group
Arizona
$2.9K +$59 +1 +2%
HI
1085
Hoey Investments
Pennsylvania
$2.86K – – –
VF
1086
VitalStone Financial
Texas
$2.86K +$2.72K +46 New
PAI
1087
Pittenger & Anderson Inc
Nebraska
$2.75K – – –
PSB
1088
Piscataqua Savings Bank
New Hampshire
$2.75K – – –
NMG
1089
New Millennium Group
Utah
$2.42K +$2.31K +39 New
AP
1090
Atwood & Palmer
Missouri
$2.31K – – –
IHWM
1091
Iron Horse Wealth Management
Iowa
$2.04K – – –
MFG
1092
Mendota Financial Group
Wisconsin
$1.98K +$1.89K +32 New
CAM
1093
ClariVest Asset Management
California
$1.94K – – –
TAM
1094
Tucker Asset Management
Colorado
$1.87K +$1.77K +30 New
IFAM
1095
Institutional & Family Asset Management
Colorado
$1.65K +$1.6K +27 New
PCMC
1096
Planning Capital Management Corporation
Pennsylvania
$1.59K – – –
DF
1097
Dunhill Financial
United Kingdom
$1.54K – – –
FG
1098
Fairman Group
Pennsylvania
$1.43K – – –
OP
1099
ORG Partners
Indiana
$1.38K -$3.19K -54 -71%
RS
1100
Rakuten Securities
Japan
$1.38K -$886 -15 -41%
42 43
44
45 46

UL Hedge Fund Activity: Q2 2024 in Review

1,109 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q2 2024, worth a combined $12.7B — up 1.6% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new UL positions and 74 closed out — a net gain of 29 holders — while 373 added to existing stakes and 449 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $68.4M. The largest seller was BlackRock, cutting an estimated $442M.

  • 1,109 institutional investors held Unilever (UL) as of Q2 2024, up from 1,093 in Q1 2024.
  • Funds reported $12.7B of Unilever stock for Q2 2024, up 1.6% quarter-over-quarter.
  • 103 funds opened new Unilever positions in Q2 2024 and 74 closed out, a net change of +29 holders.
  • The largest Unilever buyer in Q2 2024 was Fisher Asset Management, an estimated $68.4M added.
  • The largest Unilever seller in Q2 2024 was BlackRock, an estimated $442M sold.

Based on aggregated 13F filings for Q2 2024.