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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
SFGP
1101
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$10.4K +$11.1K +164 New
FFA
1102
Frazier Financial Advisors
Ohio
$10.4K -$3.78K -56 -26%
OPTFSNA
1103
Old Point Trust & Financial Services N A
Virginia
$10.4K
LIS
1104
Legacy Investment Solutions
Idaho
$10.2K
LWMI
1105
Legacy Wealth Management (Idaho)
Idaho
$10.2K
CFS
1106
CGC Financial Services
Oregon
$10.1K +$10.7K +159 New
GJIA
1107
Glass Jacobson Investment Advisors
Maryland
$10K +$3.17K +47 +43%
PSFG
1108
Park Square Financial Group
Georgia
$9.81K +$10.4K +154 New
CA
1109
Clearstead Advisors
Ohio
$9.75K +$2.84K +42 +38%
FCT
1110
First Community Trust
Iowa
$9.75K
ATC
1111
Adirondack Trust Company
New York
$9.64K
GWSG
1112
GPS Wealth Strategies Group
Colorado
$9.64K +$8.44K +125 +481%
GPI
1113
General Partner Inc
Pennsylvania
$9.47K
FW
1114
Fairway Wealth
Ohio
$9.41K +$9.99K +148 New
CF
1115
Conquis Financial
California
$9.19K +$9.72K +144 New
BTD
1116
BankPlus Trust Department
Mississippi
$9.07K +$9.59K +142 New
NECFA
1117
New England Capital Financial Advisors
Connecticut
$8.88K +$135 +2 +1%
VHAM
1118
Van Hulzen Asset Management
California
$8.79K +$9.32K +138 New
AIC
1119
Archer Investment Corporation
Indiana
$8.51K
FC
1120
Fairscale Capital
New Hampshire
$8.22K
CPG
1121
Cornerstone Planning Group
New Jersey
$7.96K +$473 +7 +6%
TVWM
1122
Tower View Wealth Management
Wisconsin
$7.78K +$68 +1 +0.8%
BIA
1123
Bell Investment Advisors
California
$7.26K
HCM
1124
Hollencrest Capital Management
California
$7.26K
MA
1125
MCF Advisors
Kentucky
$7.26K

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.