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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
RCM
1126
Radnor Capital Management
Pennsylvania
– -$1M -17,725 Closed
AWC
1127
Abundance Wealth Counselors
Pennsylvania
– -$943K -16,700 Closed
D.E. Shaw & Co
1128
D.E. Shaw & Co
New York
– -$920K -16,301 Closed
VF
1129
Virtu Financial
New York
– -$866K -15,330 Closed
GRQ
1130
Gardner Russo & Quinn
Pennsylvania
– -$761K -13,482 Closed
Squarepoint
1131
Squarepoint
New York
– -$764K -12,937 Closed
FF
1132
Fluent Financial
Texas
– -$701K -12,413 Closed
WCM
1133
Weik Capital Management
Pennsylvania
– -$622K -11,013 Closed
Capstone Investment Advisors
1134
Capstone Investment Advisors
New York
– -$612K -10,831 Closed
NI
1135
Nuance Investments
Missouri
– -$551K -9,766 Closed
AP
1136
Advisors Preferred
Maryland
– -$480K -8,556 Closed
FA
1137
FDx Advisors
Illinois
– -$451K -7,980 Closed
CICI
1138
Capital Investment Counsel Inc
North Carolina
– -$443K -7,846 Closed
HT
1139
Headlands Technologies
Illinois
– -$441K -7,804 Closed
AI
1140
Atom Investors
Texas
– -$424K -7,501 Closed
KFS
1141
Keynote Financial Services
Connecticut
– -$384K -6,800 Closed
LNC
1142
Lincoln National Corp
Pennsylvania
– -$355K -6,284 Closed
SGI
1143
Summit Global Investments
Utah
– -$338K -5,980 Closed
CIC
1144
Chase Investment Counsel
Virginia
– -$332K -5,893 Closed
AHL
1145
Abel Hall LLC
Louisiana
– -$306K -5,424 Closed
AA
1146
AlphaQ Advisors
Florida
– -$306K -5,419 Closed
LSA
1147
Lion Street Advisors
Texas
– -$269K -4,931 Closed
OC
1148
Oarsman Capital
Wisconsin
– -$250K -4,436 Closed
NAS
1149
Nicolet Advisory Services
Wisconsin
– -$226K -4,142 Closed
FCM
1150
Fourpath Capital Management
Oklahoma
– -$233K -4,132 Closed
44 45
46
47 48

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.