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
GIM
1101
Gold Investment Management
Alberta, Canada
$1.38K – – –
DMIC
1102
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.04K +$1K +17 New
MIM
1103
Macroview Investment Management
Maryland
$1.04K +$1K +17 New
Cohen & Steers
1104
Cohen & Steers
New York
$1K +$1.42K +24 New
CJ
1105
Caitlin John
Michigan
$954 -$7.56K -128 -90%
PMFA
1106
Plante Moran Financial Advisors
Michigan
$935 – – –
CAM
1107
Creekmur Asset Management
Illinois
$715 +$709 +12 New
FFC
1108
First Financial Corp
Indiana
$604 -$5.26K -89 -90%
RF
1109
Robbins Farley
New Hampshire
$550 – – –
BONH
1110
Bank of New Hampshire
New Hampshire
$220 – – –
HF
1111
HRT Financial
New York
– -$40M -708,404 Closed
Qube Research & Technologies (QRT)
1112
Qube Research & Technologies (QRT)
United Kingdom
– -$26.5M -469,671 Closed
RCYC
1113
Richard C. Young & Co
Rhode Island
– -$11.3M -199,426 Closed
PTC
1114
Philadelphia Trust Company
Pennsylvania
– -$7.37M -130,502 Closed
KFP
1115
Keystone Financial Planning
Ohio
– -$6.46M -114,360 Closed
SAM
1116
Stansberry Asset Management
Texas
– -$3.8M -67,364 Closed
BCM
1117
Bayesian Capital Management
New York
– -$3.71M -65,778 Closed
GAA
1118
Global Assets Advisory
Florida
– -$1.32M -58,658 Closed
Mirae Asset Global Investments
1119
Mirae Asset Global Investments
South Korea
– -$2.61M -46,185 Closed
MAV
1120
Mason & Associates (Virginia)
Virginia
– -$2.15M -38,132 Closed
BL
1121
Balentine LLC
Georgia
– -$2.01M -35,604 Closed
ACM
1122
Aquatic Capital Management
Illinois
– -$1.95M -34,489 Closed
CIBC Asset Management
1123
CIBC Asset Management
Ontario, Canada
– -$1.58M -28,017 Closed
ACM
1124
Ategra Capital Management
Virginia
– -$1.5M -26,507 Closed
PHIMC
1125
Private Harbour Investment Management & Counsel
Ohio
– -$1.42M -25,204 Closed
43 44
45
46 47

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.