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Unilever

1,186 hedge funds and large institutions have $12.5B invested in Unilever in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 454 increasing their positions, 408 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 106

16% more call options, than puts

Call options by funds: $165M | Put options by funds: $143M

11% more repeat investments, than reductions

Existing positions increased: 454 | Existing positions reduced: 408

1% more funds holding

Funds holding: 1,1741,186 (+12)

0.06% more ownership

Funds ownership: 7.82%7.88% (+0.06%)

12% less capital invested

Capital invested by funds: $14.2B → $12.5B (-$1.75B)

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

Holders
1,186
Holders Change
+12
Holders Change %
+1.02%
% of All Funds
15.62%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.17%
New
141
Increased
454
Reduced
408
Closed
106
Calls
$165M
Puts
$143M
Net Calls
+$22.2M
Net Calls Change
-$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1076
Synergy Asset Management
Washington
$18.1K +$16.7K +248 New
GKIM
1077
GW&K Investment Management
Massachusetts
$18K
KA
1078
Kozak & Associates
Colorado
$16.6K +$1.08K +16 +7%
WA
1079
WPG Advisers
Maryland
$16.5K +$17.5K +259 New
PA
1080
Pineridge Advisors
Missouri
$16.2K +$17.2K +254 New
BCMLT
1081
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.7K +$68 +1 +0.4%
YDMI
1082
Y.D. More Investments
Israel
$15.3K +$16.2K +240 New
SA
1083
SRH Advisors
Kansas
$15.1K
BC
1084
Bayforest Capital
United Kingdom
$15.1K +$16K +237 New
LDB
1085
Lee, Danner & Bass
Tennessee
$15.1K +$16K +237 New
POIA
1086
Pin Oak Investment Advisors
Texas
$15K
LC
1087
Lavaca Capital
Texas
$15K +$15.9K +235 New
STB
1088
S&T Bank
Pennsylvania
$14.7K +$15.6K +231 New
BCA
1089
Bray Capital Advisors
Florida
$14.2K
SCM
1090
Sterling Capital Management
North Carolina
$13.9K
AFM
1091
Aspetuck Financial Management
Connecticut
$12.8K +$13.5K +200 New
AP
1092
Atwood & Palmer
Missouri
$12.5K
CWM
1093
Crowley Wealth Management
Delaware
$12.4K +$13.1K +194 New
ADL
1094
Asset Dedication LLC
California
$12.3K
RS
1095
Rakuten Securities
Japan
$12.2K +$11.7K +173 +911%
RFS
1096
Richardson Financial Services
Massachusetts
$11.3K -$12K -178 -50%
FFWM
1097
Future Financial Wealth Management
Ohio
$11.3K
MMG
1098
Monetary Management Group
Missouri
$11.3K
CFG
1099
Chapman Financial Group
Hawaii
$11.3K +$12K +178 New
CPL
1100
Capital & Planning LLC
Georgia
$10.4K +$11.1K +164 New

UL Hedge Fund Activity: Q4 2024 in Review

1,186 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q4 2024, worth a combined $12.5B — down 12% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new UL positions and 106 closed out — a net gain of 35 holders — while 454 added to existing stakes and 408 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $130M. The largest seller was GQG Partners, cutting an estimated $218M.

  • 1,186 institutional investors held Unilever (UL) as of Q4 2024, up from 1,174 in Q3 2024.
  • Funds reported $12.5B of Unilever stock for Q4 2024, down 12% quarter-over-quarter.
  • 141 funds opened new Unilever positions in Q4 2024 and 106 closed out, a net change of +35 holders.
  • The largest Unilever buyer in Q4 2024 was ClearBridge Investments, an estimated $130M added.
  • The largest Unilever seller in Q4 2024 was GQG Partners, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2024.