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Unilever
UL

1,093 hedge funds and large institutions have $12.5B invested in Unilever in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 408 increasing their positions, 419 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $140M | Put options by funds: $80.5M

2% more capital invested

Capital invested by funds: $12.2B → $12.5B (+$271M)

0% more funds holding in top 10

Funds holding in top 10: 13 → 13 (0)

0.12% less ownership

Funds ownership: 8.94% → 8.81% (-0.12%)

2% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 93

3% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 419

1% less funds holding

Funds holding: 1,107 → 1,093 (-14)

Holders
1,093
Holders Change
-14
Holders Change %
-1.26%
% of All Funds
15.74%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
91
Increased
408
Reduced
419
Closed
93
Calls
$140M
Puts
$80.5M
Net Calls
+$59.4M
Net Calls Change
+$13.3M

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$171M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$92.8M
3
EIC
Equity Investment Corp
Georgia
+$74.1M
4
Millennium Management
Millennium Management
New York
+$57.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$56.4M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$413M
2
MNG
Manning & Napier Group
New York
-$155M
3
BlackRock
BlackRock
New York
-$66.2M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$45.3M
5
Northern Trust
Northern Trust
Illinois
-$30.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
1176
REAP Financial Group
Texas
– -$7.19K -132 Closed
BCM
1177
Bourgeon Capital Management
Connecticut
– -$5.33K -98 Closed
LF
1178
Lee Financial
Texas
– -$4.66K -85 Closed
PWA
1179
Provenance Wealth Advisors
Florida
– -$3.15K -58 Closed
MFT
1180
Moisand Fitzgerald Tamayo
Florida
– -$2.18K -40 Closed
NMG
1181
New Millennium Group
Utah
– -$2.13K -39 Closed
GWMIA
1182
Global Wealth Management Investment Advisory
Florida
– -$1.75K -32 Closed
FSWA
1183
Financial Synergies Wealth Advisors
Texas
– -$1.71K -30 Closed
DAC
1184
Dividend Assets Capital
South Carolina
– -$1K -27 Closed
AFS
1185
Annapolis Financial Services
Maryland
– -$1.07K -20 Closed
AWM
1186
Abound Wealth Management
Tennessee
– -$604 -11 Closed
TVAMP
1187
Tennessee Valley Asset Management Partners
Tennessee
– -$436 -8 Closed
44 45 46 47
48

UL Hedge Fund Activity: Q1 2024 in Review

1,093 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q1 2024, worth a combined $12.5B — up 2.2% from $12.2B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of UL and 91 opened new positions — a net loss of 2 holders — while 419 trimmed existing stakes and 408 added.

The largest buyer was Fisher Asset Management, adding an estimated $171M. The largest seller was Morgan Stanley, cutting an estimated $413M.

  • 1,093 institutional investors held Unilever (UL) as of Q1 2024, down from 1,107 in Q4 2023.
  • Funds reported $12.5B of Unilever stock for Q1 2024, up 2.2% quarter-over-quarter.
  • 91 funds opened new Unilever positions in Q1 2024 and 93 closed out, a net change of -2 holders.
  • The largest Unilever buyer in Q1 2024 was Fisher Asset Management, an estimated $171M added.
  • The largest Unilever seller in Q1 2024 was Morgan Stanley, an estimated $413M sold.

Based on aggregated 13F filings for Q1 2024.