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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
AWM
1176
Abound Wealth Management
Tennessee
$1.19K +$1.28K +19 New
T
1177
Transce3nd
Texas
$1.13K +$1.22K +18 New
CJ
1178
Caitlin John
Michigan
$999 +$68 +1 +7%
PMFA
1179
Plante Moran Financial Advisors
Michigan
$964
RCM
1180
Raleigh Capital Management
North Carolina
$937 -$11.7K -173 -92%
QC
1181
Quent Capital
New York
$851 -$32.7K -484 -97%
CAM
1182
Creekmur Asset Management
Illinois
$737
FFC
1183
First Financial Corp
Indiana
$624
NS
1184
NBC Securities
Alabama
$620 -$682K -10,104 -100%
S
1185
Sachetta
Massachusetts
$574 +$608 +9 New
RF
1186
Robbins Farley
New Hampshire
$567
BONH
1187
Bank of New Hampshire
New Hampshire
$227
LP
1188
LMR Partners
United Kingdom
-$54M -738,542 Closed
CF
1189
Canoe Financial
Alberta, Canada
-$23.5M -318,647 Closed
Optiver Holding
1190
Optiver Holding
Netherlands
-$14M -206,768 Closed
IAIM
1191
International Assets Investment Management
Florida
-$2.82K -162,939 Closed
SSG
1192
Summit Securities Group
New York
-$5.22M -156,054 Closed
MIF
1193
Mediolanum International Funds
Ireland
-$7.17M -97,238 Closed
AAM
1194
Azzad Asset Management
Virginia
-$4.78M -65,390 Closed
DAS
1195
Dynamic Advisor Solutions
Arizona
-$4.6M -62,947 Closed
KA
1196
Keene & Associates
Texas
-$4.16M -56,971 Closed
Parallax Volatility Advisers
1197
Parallax Volatility Advisers
California
-$3.61M -49,449 Closed
FTDI
1198
First Trust Direct Indexing
Massachusetts
-$3.04M -41,633 Closed
CM
1199
Caption Management
Oklahoma
-$2.92M -40,000 Closed
LWMM
1200
Legacy Wealth Management (Mississippi)
Mississippi
-$2.88M -39,476 Closed

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.