We are live on ! Find out more
UL icon

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
TFA
1126
Tranquilli Financial Advisor
New Jersey
-$205K -3,387 Closed
BHWM
1127
Bar Harbor Wealth Management
New Hampshire
-$203K -3,357 Closed
OWM
1128
Opes Wealth Management
California
-$203K -3,348 Closed
BCA
1129
Bay Colony Advisors
Massachusetts
-$202K -3,331 Closed
BCM
1130
Brookstone Capital Management
Illinois
-$201K -3,314 Closed
LAS
1131
Lloyd Advisory Services
Georgia
-$200K -3,308 Closed
RW
1132
Rede Wealth
Virginia
-$200K -3,307 Closed
FPWM
1133
FSB Premier Wealth Management
Iowa
-$135K -2,241 Closed
CG
1134
Cutler Group
California
-$119K -2,139 Closed
EBA
1135
Eagle Bay Advisors
New York
-$126K -2,077 Closed
CSWM
1136
Cassady Schiller Wealth Management
Ohio
-$118K -1,956 Closed
DAM
1137
Delta Asset Management
Tennessee
-$102K -1,682 Closed
BIP
1138
Blueprint Investment Partners
North Carolina
-$91.8K -1,516 Closed
CCM
1139
Chilton Capital Management
Texas
-$89K -1,476 Closed
MGI
1140
MayTech Global Investments
New York
-$86K -1,428 Closed
Bank Julius Baer & Co
1141
Bank Julius Baer & Co
Switzerland
-$73K -1,200 Closed
WFS
1142
Widmann Financial Services
Maryland
-$72K -1,192 Closed
CA
1143
CoreCap Advisors
Michigan
-$63K -1,034 Closed
RIA
1144
Richwood Investment Advisors
Ohio
-$62K -1,030 Closed
LTI
1145
Laffer Tengler Investments
Tennessee
-$56.6K -935 Closed
IAG
1146
Investmark Advisory Group
Connecticut
-$55K -914 Closed
PCMC
1147
Paragon Capital Management (Colorado)
Colorado
-$54K -889 Closed
SFM
1148
Signet Financial Management
New Jersey
-$47K -782 Closed
GWSG
1149
GPS Wealth Strategies Group
Colorado
-$46K -753 Closed
CNBTD
1150
Citizens National Bank Trust Department
Mississippi
-$27K -444 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.