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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
QCM
101
QRG Capital Management
Illinois
$13.3M +$842K +12,464 +6%
CEI
102
Clark Estates Inc
New York
$13.3M
QI
103
QV Investors
Alberta, Canada
$13.1M -$4.76M -70,542 -26%
Millennium Management
104
Millennium Management
New York
$13M +$10.3M +152,642 +297%
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$12.8M +$892K +13,212 +7%
Connor, Clark & Lunn Investment Management (CC&L)
106
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$11.6M +$1.95M +28,906 +19%
BCI
107
Brinker Capital Investments
Pennsylvania
$11.5M -$233K -3,443 -2%
OPS
108
Orion Portfolio Solutions
Nebraska
$11.5M -$233K -3,443 -2%
Cerity Partners
109
Cerity Partners
New York
$11.5M -$597K -8,846 -5%
MGIA
110
Matthew Goff Investment Advisor
Texas
$10.9M +$405 +6 +0%
Osaic Holdings
111
Osaic Holdings
Arizona
$10.7M -$851K -12,598 -7%
MNA
112
Manning & Napier Advisors
New York
$10.6M -$407K -6,023 -3%
Capital Fund Management (CFM)
113
Capital Fund Management (CFM)
France
$10.5M -$1.89M -27,941 -14%
OMC
114
Old Mission Capital
Illinois
$10.4M +$3.74M +55,383 +51%
Citigroup
115
Citigroup
New York
$10.2M -$55.5M -822,107 -84%
RT
116
Rockland Trust
Massachusetts
$10.1M -$265K -3,930 -2%
Two Sigma Investments
117
Two Sigma Investments
New York
$9.93M +$10.5M +155,729 New
PMG
118
ProVise Management Group
Florida
$9.81M +$438K +6,493 +4%
CSS
119
Cubist Systematic Strategies
Connecticut
$9.74M +$9.46M +140,098 +1,110%
AAIM
120
American Assets Investment Management
California
$9.64M
Charles Schwab
121
Charles Schwab
California
$9.53M +$1.02M +15,170 +11%
SGA
122
Sustainable Growth Advisers
Connecticut
$9.44M +$457K +6,771 +5%
CAM
123
Cresset Asset Management
Illinois
$9.4M -$5.84M -86,472 -37%
CSP
124
Cary Street Partners
Virginia
$9.27M +$9.81M +145,341 New
Envestnet Portfolio Solutions
125
Envestnet Portfolio Solutions
Illinois
$9.1M +$576K +8,525 +6%

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.