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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
Capstone Investment Advisors
1226
Capstone Investment Advisors
New York
-$322K -4,406 Closed
SWP
1227
Strategic Wealth Partners
Ohio
-$322K -4,404 Closed
BIA
1228
Barry Investment Advisors
Massachusetts
-$320K -4,377 Closed
PF
1229
Phoenix Financial
Israel
-$318K -4,348 Closed
FCB
1230
First County Bank
Connecticut
-$313K -4,280 Closed
BRIA
1231
Balanced Rock Investment Advisors
Massachusetts
-$269K -3,687 Closed
WC
1232
Waterloo Capital
Texas
-$266K -3,636 Closed
EH
1233
Equitable Holdings
New York
-$264K -3,612 Closed
GIA
1234
Gladstone Institutional Advisory
Florida
-$256K -3,510 Closed
BPAMU
1235
BTG Pactual Asset Management US
New York
-$207K -3,398 Closed
KP
1236
Keel Point
Alabama
-$247K -3,377 Closed
ABLA
1237
Alan B. Lancz & Associates
Ohio
-$244K -3,333 Closed
HTHT
1238
Hemenway Trust Hemenway Trust
New Hampshire
-$239K -3,273 Closed
CW
1239
Code Waechter
Florida
-$236K -3,228 Closed
MLL
1240
Moody Lynn & Lieberson
Massachusetts
-$234K -3,204 Closed
HNWAG
1241
High Net Worth Advisory Group
Florida
-$233K -3,194 Closed
AHL
1242
Abel Hall LLC
Louisiana
-$229K -3,132 Closed
NPT
1243
Nixon Peabody Trust
Massachusetts
-$228K -3,122 Closed
BFO
1244
Boston Family Office
Massachusetts
-$228K -3,121 Closed
CIA
1245
Cladis Investment Advisory
Montana
-$227K -3,111 Closed
VV
1246
Verity & Verity
South Carolina
-$227K -3,111 Closed
BCM
1247
Brookstone Capital Management
Illinois
-$226K -3,092 Closed
PWPS
1248
Pinnacle Wealth Planning Services
Ohio
-$226K -3,087 Closed
MAM
1249
Mystic Asset Management
Rhode Island
-$221K -3,022 Closed
NAS
1250
Nicolet Advisory Services
Wisconsin
-$214K -3,022 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.