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
CA
1151
Cornerstone Advisory
Maryland
-$27K -444 Closed
FFG
1152
Ford Financial Group
California
-$26 -444 Closed
BAM
1153
Barrett Asset Management
New York
-$16K -267 Closed
SPA
1154
Shore Point Advisors
New Jersey
-$16K -267 Closed
EWM
1155
Elmwood Wealth Management
California
-$13K -222 Closed
KCM
1156
KRS Capital Management
Michigan
-$13K -222 Closed
OAJ
1157
Ogorek Anthony Joseph
New York
-$10K -179 Closed
MMG
1158
Monetary Management Group
Missouri
-$11K -178 Closed
OF
1159
Outfitter Financial
Maine
-$11K -178 Closed
VRM
1160
Vectors Research Management
New York
-$11K -178 Closed
RWA
1161
RGT Wealth Advisors
Texas
-$10K -172 Closed
DWA
1162
Delos Wealth Advisors
Texas
-$9K -148 Closed
ST
1163
Sageworth Trust
Pennsylvania
-$9K -147 Closed
RK
1164
Rather & Kittrell
Tennessee
-$7K -124 Closed
NSB
1165
Norway Savings Bank
Maine
-$7K -121 Closed
FMTCOCP
1166
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$6K -107 Closed
TCWM
1167
Total Clarity Wealth Management
Illinois
-$6K -100 Closed
TFS
1168
TrustCore Financial Services
Tennessee
-$6K -98 Closed
WWMSC
1169
Wagner Wealth Management (South Carolina)
South Carolina
-$5K -89 Closed
ACM
1170
Absolute Capital Management
Pennsylvania
-$5K -83 Closed
MP
1171
McDonald Partners
Ohio
-$5K -83 Closed
TWI
1172
Thomas White International
Illinois
-$3K -55 Closed
ACK
1173
Andrew C. Karlinski
-$3K -49 Closed
TJHA
1174
Thomas J. Herzfeld Advisors
Florida
-$2K -36 Closed
RCM
1175
Raleigh Capital Management
North Carolina
+$223 +4 New

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.