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Unilever
UL

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: 1,174 → 1,186 (+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: 18 → 13 (-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

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$130M
2
Jennison Associates
Jennison Associates
New York
+$82.7M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$72.9M
4
JP Morgan Chase
JP Morgan Chase
New York
+$70.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$55M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$218M
2
BlackRock
BlackRock
New York
-$76.9M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$72M
4
Citigroup
Citigroup
New York
-$55.5M
5
LP
LMR Partners
United Kingdom
-$54M
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
1201
Trexquant Investment
Connecticut
– -$2.55M -34,828 Closed
GS
1202
GTS Securities
New York
– -$2.12M -29,073 Closed
NEI
1203
Northwest & Ethical Investments
Ontario, Canada
– -$1.49M -20,401 Closed
SEC
1204
Seven Eight Capital
New York
– -$1.46M -20,013 Closed
SFS
1205
Sowell Financial Services
Arkansas
– -$1.45M -19,779 Closed
ACM
1206
AUA Capital Management
Pennsylvania
– -$1.43M -19,540 Closed
GAM
1207
Griffin Asset Management
New York
– -$1.41M -19,289 Closed
STA
1208
Smith Thornton Advisors
Alabama
– -$1.3M -17,781 Closed
SSI
1209
Scott & Selber Inc
Texas
– -$1.27M -17,321 Closed
Prudential Financial
1210
Prudential Financial
New Jersey
– -$1.23M -16,775 Closed
STA
1211
Summit Trail Advisors
New York
– -$1.03M -14,094 Closed
Marshall Wace
1212
Marshall Wace
United Kingdom
– -$1M -13,724 Closed
RSA
1213
River Street Advisors
Illinois
– -$927K -12,687 Closed
HT
1214
Headlands Technologies
Illinois
– -$747K -10,220 Closed
CCM
1215
Chiron Capital Management
Florida
– -$664K -9,083 Closed
AP
1216
Advisors Preferred
Maryland
– -$655K -9,005 Closed
SI
1217
Scharf Investments
California
– -$498K -6,809 Closed
BAM
1218
Blueshift Asset Management
New Jersey
– -$452K -6,180 Closed
HOWA
1219
Heritage Oak Wealth Advisors
Florida
– -$443K -6,061 Closed
BFM
1220
Boothbay Fund Management
New York
– -$416K -5,694 Closed
GPW
1221
Gentry Private Wealth
Kansas
– -$374K -5,119 Closed
NWMG
1222
National Wealth Management Group
Ohio
– -$362K -4,950 Closed
RWP
1223
RWA Wealth Partners
Massachusetts
– -$357K -4,889 Closed
FNFDCM
1224
Folger Nolan Fleming Douglas Capital Management
District of Columbia
– -$330K -4,512 Closed
SG
1225
StoneX Group
New York
– -$328K -4,494 Closed
47 48
49
50 51

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.