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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
YAM
101
Yacktman Asset Management
Texas
$13.3M +$604K +10,846 +4%
HighTower Advisors
102
HighTower Advisors
Illinois
$13.2M +$2.86M +51,452 +25%
Mariner
103
Mariner
Kansas
$13M +$3.41M +61,247 +32%
Citadel Advisors
104
Citadel Advisors
Florida
$12.9M +$7.29M +131,053 +108%
QI
105
QV Investors
Alberta, Canada
$12.7M +$638K +11,458 +5%
HTC
106
Haverford Trust Company
Pennsylvania
$12.6M +$3M +53,850 +28%
NAMM
107
NorthStar Asset Management (Massachusetts)
Massachusetts
$12.5M +$484K +8,702 +4%
BIP
108
Brandes Investment Partners
California
$12M +$13M +234,040 New
RJFSA
109
Raymond James Financial Services Advisors
Florida
$11.2M +$321K +5,763 +3%
WCM
110
Wallace Capital Management
Texas
$11M +$936K +16,807 +9%
National Bank of Canada
111
National Bank of Canada
Quebec, Canada
$10.5M -$2.25M -40,343 -16%
LPL Financial
112
LPL Financial
California
$10.5M -$17.9M -322,416 -61%
PTC
113
Philadelphia Trust Company
Pennsylvania
$10.4M +$11.3M +202,591 New
GA
114
GFS Advisors
Texas
$10.3M -$12.5M -224,210 -53%
SEI Investments
115
SEI Investments
Pennsylvania
$10.1M -$5.36M -96,281 -33%
PAG
116
Private Advisory Group
Washington
$9.43M +$10.2M +183,982 New
US Bancorp
117
US Bancorp
Minnesota
$9.35M -$626K -11,239 -6%
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
$9.32M +$1.85M +33,285 +22%
BPA
119
Beacon Pointe Advisors
California
$9.29M +$7.91M +142,030 +363%
KFS
120
Kurt F. Somerville
$9.27M -$1.63M -29,364 -14%
1832 Asset Management
121
1832 Asset Management
Ontario, Canada
$9.09M -$7.79M -139,953 -44%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$9.02M +$2.35M +42,179 +32%
HTHT
123
Hemenway Trust Hemenway Trust
New Hampshire
$8.6M -$5.44M -97,781 -37%
GHA
124
GW Henssler & Associates
Georgia
$8.57M +$844K +15,155 +10%
Franklin Resources
125
Franklin Resources
California
$8.52M -$290K -5,215 -3%

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.