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Unilever

1,019 hedge funds and large institutions have $11.4B invested in Unilever in 2022 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 453 increasing their positions, 337 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $200M | Put options by funds: $104M

34% more repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 337

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

1% more capital invested

Capital invested by funds: $11.4B → $11.4B (+$69M)

0.47% more ownership

Funds ownership: 8.68%9.15% (+0.47%)

4% less funds holding

Funds holding: 1,0571,019 (-38)

25% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 95

Holders
1,019
Holders Change
-38
Holders Change %
-3.6%
% of All Funds
17.55%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.41%
New
71
Increased
453
Reduced
337
Closed
95
Calls
$200M
Puts
$104M
Net Calls
+$96.2M
Net Calls Change
+$7.76M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
101
SEI Investments
Pennsylvania
$13.2M +$1.56M +29,780 +12%
Neuberger Berman Group
102
Neuberger Berman Group
New York
$13M +$1.14M +21,852 +9%
Jane Street
103
Jane Street
New York
$12.6M +$13.2M +253,560 New
National Bank of Canada
104
National Bank of Canada
Quebec, Canada
$12.4M +$542K +10,367 +4%
HTC
105
Haverford Trust Company
Pennsylvania
$12.4M +$7.97M +152,512 +154%
JMPWA
106
JP Morgan Private Wealth Advisors
California
$11.6M -$2.32M -44,474 -16%
PFM
107
Parsec Financial Management
North Carolina
$11.1M -$1.03M -19,735 -8%
WCM
108
Wallace Capital Management
Texas
$10.3M -$139K -2,651 -1%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$10.1M +$457K +8,751 +4%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$10.1M +$1.57M +29,962 +17%
GA
111
GFS Advisors
Texas
$9.91M +$6.17K +118 +0.1%
PTC
112
Philadelphia Trust Company
Pennsylvania
$9.9M -$81.9K -1,568 -0.8%
RCYC
113
Richard C. Young & Co
Rhode Island
$9.89M +$1.82M +34,761 +21%
Creative Planning
114
Creative Planning
Kansas
$9.88M +$157K +3,005 +2%
First Eagle Investment Management
115
First Eagle Investment Management
New York
$9.27M +$2.73M +52,317 +39%
CGH
116
Crossmark Global Holdings
Texas
$9.06M +$225K +4,311 +2%
PAG
117
Private Advisory Group
Washington
$8.94M -$375K -7,173 -4%
BIA
118
Barry Investment Advisors
Massachusetts
$8.92M +$392K +7,511 +4%
Citigroup
119
Citigroup
New York
$8.84M +$1.87M +35,832 +25%
BIP
120
Brandes Investment Partners
California
$8.83M -$2.37M -45,429 -20%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$8.49M +$424K +8,118 +5%
XF
122
XML Financial
Maryland
$8.49M +$8.99M +172,076 New
Russell Investments Group
123
Russell Investments Group
United Kingdom
$8.17M -$2.19M -41,906 -20%
FPFS
124
First Personal Financial Services
North Carolina
$7.96M +$271K +5,191 +3%
CYG
125
Clean Yield Group
Vermont
$7.83M -$330K -6,311 -4%

UL Hedge Fund Activity: Q3 2022 in Review

1,019 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2022, worth a combined $11.4B — up 0.61% from $11.4B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of UL and 71 opened new positions — a net loss of 24 holders — while 337 trimmed existing stakes and 453 added.

The largest buyer was Wellington Management Group, adding an estimated $459M. The largest seller was D.E. Shaw & Co, exiting entirely with an estimated $45.3M sold.

  • 1,019 institutional investors held Unilever (UL) as of Q3 2022, down from 1,057 in Q2 2022.
  • Funds reported $11.4B of Unilever stock for Q3 2022, up 0.61% quarter-over-quarter.
  • 71 funds opened new Unilever positions in Q3 2022 and 95 closed out, a net change of -24 holders.
  • The largest Unilever buyer in Q3 2022 was Wellington Management Group, an estimated $459M added.
  • The largest Unilever seller in Q3 2022 was D.E. Shaw & Co, an estimated $45.3M sold.

Based on aggregated 13F filings for Q3 2022.