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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
MIA
1251
MMBG Investment Advisors
Florida
-$220K -3,005 Closed
CCG
1252
Chatham Capital Group
Georgia
-$217K -2,967 Closed
PWMAG
1253
Pinnacle Wealth Management Advisory Group
New Jersey
-$216K -2,957 Closed
KFC
1254
Klingenstein Fields & Co
New York
-$216K -2,956 Closed
RPCONE
1255
Retirement Planning Company of New England
Rhode Island
-$212K -2,898 Closed
MHIC
1256
Marble Harbor Investment Counsel
Massachusetts
-$208K -2,844 Closed
QPWM
1257
Quadrant Private Wealth Management
Pennsylvania
-$204K -2,796 Closed
CIG
1258
Cullen Investment Group
Louisiana
-$204K -2,786 Closed
DG
1259
DMC Group
Alabama
-$203K -2,784 Closed
NFG
1260
Nations Financial Group
Iowa
-$203K -2,780 Closed
RCYC
1261
Richard C. Young & Co
Rhode Island
-$203K -2,777 Closed
IPW
1262
Intergy Private Wealth
Colorado
-$201K -2,756 Closed
FA
1263
Faithward Advisors
Pennsylvania
-$201K -2,753 Closed
WWM
1264
Western Wealth Management
Colorado
-$201K -2,748 Closed
CCG
1265
Coastwise Capital Group
California
-$201K -2,747 Closed
SA
1266
SL Advisors
New Jersey
-$168K -2,302 Closed
FCM
1267
Fourpath Capital Management
Oklahoma
-$159K -2,181 Closed
CB
1268
CNB Bank
Pennsylvania
-$79.8K -1,092 Closed
SFCL
1269
Strengthening Families & Communities LLC
Massachusetts
-$78K -1,067 Closed
LFASL
1270
Lugano Financial Advisors SA (LFA)
Switzerland
-$71.5K -978 Closed
PS
1271
Planned Solutions
California
-$58.5K -800 Closed
EC
1272
Elequin Capital
New York
-$40.1K -548 Closed
JPWM
1273
Jamison Private Wealth Management
Georgia
-$39.3K -538 Closed
EFMH
1274
E Fund Management (HK)
Hong Kong
-$35K -482 Closed
JIP
1275
Jaffetilchin Investment Partners
Florida
-$33.5K -458 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.