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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
ATC
1151
Advantage Trust Company
Kansas
$3.4K +$3.58K +53 New
IMC
1152
Investment Management Corporation
Virginia
$3.06K +$3.24K +48 New
HI
1153
Hoey Investments
Pennsylvania
$2.95K
WPWM
1154
Western Pacific Wealth Management
Illinois
$2.9K -$2.09K -31 -41%
TAM
1155
Tucker Asset Management
Colorado
$2.89K +$1.01K +15 +50%
CFGS
1156
Concourse Financial Group Securities
Alabama
$2.86K
CCM
1157
Copeland Capital Management
Pennsylvania
$2.83K
PSB
1158
Piscataqua Savings Bank
New Hampshire
$2.83K
PAI
1159
Pittenger & Anderson Inc
Nebraska
$2.83K
LWANC
1160
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.5K -$43.5K -644 -94%
NMG
1161
New Millennium Group
Utah
$2.5K
RFG
1162
REAP Financial Group
Texas
$2.29K -$10.1K -149 -81%
CWM
1163
Cranbrook Wealth Management
Michigan
$2.27K
IHWM
1164
Iron Horse Wealth Management
Iowa
$2.1K
MFG
1165
Mendota Financial Group
Wisconsin
$2.04K -$4.59K -68 -68%
C
1166
Covestor
United Kingdom
$2K -$810 -12 -28%
Cohen & Steers
1167
Cohen & Steers
New York
$2K
FWM
1168
FSA Wealth Management
Massachusetts
$1.99K
MAS
1169
MPWM Advisory Solutions
Georgia
$1.87K +$1.96K +29 New
DWM
1170
Darwin Wealth Management
Florida
$1.76K +$1.89K +28 New
WAG
1171
Wiser Advisor Group
Arizona
$1.64K
FG
1172
Fairman Group
Pennsylvania
$1.47K
GIM
1173
Gold Investment Management
Alberta, Canada
$1.42K
CFP
1174
Comprehensive Financial Planning
Pennsylvania
$1.3K +$1.35K +20 New
CW
1175
Curio Wealth
Maryland
$1.25K +$1.35K +20 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.