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Unilever
UL

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: 1,174 → 1,186 (+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: 18 → 13 (-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

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$130M
2
Jennison Associates
Jennison Associates
New York
+$82.7M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$72.9M
4
JP Morgan Chase
JP Morgan Chase
New York
+$70.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$55M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$218M
2
BlackRock
BlackRock
New York
-$76.9M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$72M
4
Citigroup
Citigroup
New York
-$55.5M
5
LP
LMR Partners
United Kingdom
-$54M
Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
1276
Householder Group Estate & Retirement Specialist
Arizona
– -$29K -399 Closed
APC
1277
Aspire Private Capital
North Carolina
– -$26.3K -359 Closed
WI
1278
Wintrust Investments
Illinois
– -$22K -310 Closed
CAM
1279
Costello Asset Management
Pennsylvania
– -$17.9K -244 Closed
ATS
1280
Ashton Thomas Securities
New York
– -$17.1K -235 Closed
RWA
1281
Redmont Wealth Advisors
Illinois
– -$15.3K -209 Closed
FDCP
1282
Foster Dykema Cabot & Partners
Massachusetts
– -$14.4K -197 Closed
MWA
1283
MFA Wealth Advisors
Pennsylvania
– -$13.4K -183 Closed
RWM
1284
Reston Wealth Management
Virginia
– -$13.3K -181 Closed
HGA
1285
Hobbs Group Advisors
South Carolina
– -$8.64K -118 Closed
FFO
1286
Fortitude Family Office
Arizona
– -$8.51K -116 Closed
VAMG
1287
Voisard Asset Management Group
Michigan
– -$7.41K -101 Closed
GJWM
1288
Gilliland Jeter Wealth Management
Arkansas
– -$6.3K -86 Closed
PG
1289
Proffitt & Goodson
Tennessee
– -$6.17K -84 Closed
MCM
1290
MV Capital Management
Maryland
– -$4.03K -55 Closed
BWP
1291
Baldwin Wealth Partners
Massachusetts
– -$2.6K -36 Closed
MIM
1292
Macroview Investment Management
Maryland
– -$1.24K -17 Closed
48 49 50 51
52

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.