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Unilever

1,021 hedge funds and large institutions have $10.7B invested in Unilever in 2022 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 401 increasing their positions, 369 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $182M | Put options by funds: $101M

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

9% more repeat investments, than reductions

Existing positions increased: 401 | Existing positions reduced: 369

0.4% less ownership

Funds ownership: 8.53%8.13% (-0.4%)

7% less funds holding

Funds holding: 1,0971,021 (-76)

19% less capital invested

Capital invested by funds: $13.3B → $10.7B (-$2.55B)

40% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 159

Holders
1,021
Holders Change
-76
Holders Change %
-6.93%
% of All Funds
16.1%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
96
Increased
401
Reduced
369
Closed
159
Calls
$182M
Puts
$101M
Net Calls
+$81.7M
Net Calls Change
-$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1101
Mystic Asset Management
Rhode Island
-$223K -3,689 Closed
HFG
1102
Heron Financial Group
New York
-$211K -3,671 Closed
SHWM
1103
Silicon Hills Wealth Management
Texas
-$222K -3,668 Closed
PP
1104
PDS Planning
Ohio
-$221K -3,647 Closed
SSCA
1105
South Shore Capital Advisors
Massachusetts
-$220K -3,631 Closed
TT
1106
TI-Trust
Illinois
-$219K -3,612 Closed
BAM
1107
Berkshire Asset Management
Pennsylvania
-$218K -3,608 Closed
GAM
1108
Garrison Asset Management
Arkansas
-$218K -3,606 Closed
CA
1109
Claris Advisors
Missouri
-$217K -3,593 Closed
BA
1110
Birinyi Associates
Connecticut
-$215K -3,556 Closed
TNBTD
1111
Trustmark National Bank Trust Department
Mississippi
-$215K -3,556 Closed
WB
1112
WesBanco Bank
West Virginia
-$215K -3,552 Closed
SCM
1113
Spreng Capital Management
Ohio
-$215K -3,551 Closed
CP
1114
Camelot Portfolios
Ohio
-$214K -3,537 Closed
SC
1115
Savant Capital
Illinois
-$213K -3,510 Closed
AC
1116
Avestar Capital
New York
-$210K -3,478 Closed
PP
1117
Paloma Partners
Connecticut
-$209K -3,460 Closed
CBFP
1118
Cedar Brook Financial Partners
Ohio
-$209K -3,459 Closed
CWA
1119
Canvas Wealth Advisors
Kansas
-$209K -3,452 Closed
ANI
1120
American National Insurance
Texas
-$209K -3,449 Closed
BBNA
1121
Bremer Bank National Association
Minnesota
-$208K -3,446 Closed
AA
1122
Argent Advisors
Louisiana
-$208K -3,435 Closed
ST
1123
Spinnaker Trust
Maine
-$205K -3,396 Closed
BOM
1124
Bank of Marin
California
-$205K -3,391 Closed
HW
1125
Hancock Whitney
Mississippi
-$205K -3,388 Closed

UL Hedge Fund Activity: Q1 2022 in Review

1,021 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q1 2022, worth a combined $10.7B — down 19% from $13.3B a quarter earlier.

Sellers outnumbered buyers: 159 funds closed out of UL and 96 opened new positions — a net loss of 63 holders — while 369 trimmed existing stakes and 401 added.

The largest buyer was Wellington Management Group, adding an estimated $118M. The largest seller was Coho Partners, exiting entirely with an estimated $132M sold.

  • 1,021 institutional investors held Unilever (UL) as of Q1 2022, down from 1,097 in Q4 2021.
  • Funds reported $10.7B of Unilever stock for Q1 2022, down 19% quarter-over-quarter.
  • 96 funds opened new Unilever positions in Q1 2022 and 159 closed out, a net change of -63 holders.
  • The largest Unilever buyer in Q1 2022 was Wellington Management Group, an estimated $118M added.
  • The largest Unilever seller in Q1 2022 was Coho Partners, an estimated $132M sold.

Based on aggregated 13F filings for Q1 2022.