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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
AGWCA
1126
Annis Gardner Whiting Capital Advisors
Florida
$7.03K
NRG
1127
Nemes Rush Group
Michigan
$6.97K +$7.36K +109 New
FIM
1128
FWL Investment Management
Texas
$6.8K +$7.23K +107 New
CWC
1129
Carolinas Wealth Consulting
North Carolina
$6.41K -$1.15K -17 -14%
CFFP
1130
Center for Financial Planning
Michigan
$6.41K +$6.75K +100 New
HWP
1131
Highline Wealth Partners
California
$6.29K -$2.3K -34 -26%
TWD
1132
True Wealth Design
Ohio
$6.24K -$2.9K -43 -30%
AF
1133
Atala Financial
California
$6.24K +$6.62K +98 New
OLVIG
1134
Oliver Lagore Vanvalin Investment Group
Michigan
$6.12K +$68 +1 +1%
AWM
1135
AllSquare Wealth Management
New York
$5.67K
GCM
1136
Gables Capital Management
Florida
$5.67K
PK
1137
Pflug Koory
Nebraska
$5.67K
TF
1138
Tompkins Financial
New York
$5.67K
FA
1139
Fedenia Advisers
Wisconsin
$5.67K +$6.01K +89 New
RWM
1140
Rialto Wealth Management
New York
$5.61K +$5.94K +88 New
NA
1141
Nordwand Advisors
Pennsylvania
$5.44K
FDW
1142
Fourth Dimension Wealth
Ohio
$5.27K +$5.61K +83 New
VWM
1143
Valley Wealth Managers
New Jersey
$5.1K
HIW
1144
Holos Integrated Wealth
Pennsylvania
$4.42K +$4.66K +69 New
Q1WB
1145
Quest 10 Wealth Builders
Virginia
$4.25K +$4.52K +67 New
MDA
1146
Minot DeBlois Advisors
Massachusetts
$4.14K +$4.39K +65 New
HWM
1147
HighMark Wealth Management
Minnesota
$3.97K
DRP
1148
Decker Retirement Planning
Utah
$3.91K +$4.12K +61 New
TCM
1149
TD Capital Management
Tennessee
$3.82K +$4.05K +60 New
RWS
1150
Retirement Wealth Solutions
Wisconsin
$3.42K +$3.71K +55 New

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.