We are live on ! Find out more
UL icon

Unilever

1,021 hedge funds and large institutions have $10.7B invested in Unilever in 2022 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 401 increasing their positions, 369 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $182M | Put options by funds: $101M

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

9% more repeat investments, than reductions

Existing positions increased: 401 | Existing positions reduced: 369

0.4% less ownership

Funds ownership: 8.53%8.13% (-0.4%)

7% less funds holding

Funds holding: 1,0971,021 (-76)

19% less capital invested

Capital invested by funds: $13.3B → $10.7B (-$2.55B)

40% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 159

Holders
1,021
Holders Change
-76
Holders Change %
-6.93%
% of All Funds
16.1%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
96
Increased
401
Reduced
369
Closed
159
Calls
$182M
Puts
$101M
Net Calls
+$81.7M
Net Calls Change
-$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
126
Holloway Wealth Management
Florida
$8.45M
Citigroup
127
Citigroup
New York
$8.36M +$116K +2,087 +1%
CYG
128
Clean Yield Group
Vermont
$8.34M +$1.98M +35,584 +28%
RCYC
129
Richard C. Young & Co
Rhode Island
$8.2M +$3.14M +56,472 +55%
FPFS
130
First Personal Financial Services
North Carolina
$7.89M +$889K +15,968 +12%
GF
131
Gabelli Funds
New York
$7.85M +$225K +4,044 +3%
AAIM
132
American Assets Investment Management
California
$7.75M
Lido Advisors
133
Lido Advisors
California
$7.62M +$980K +17,599 +13%
GCC
134
Guardian Capital (Canada)
Ontario, Canada
$7.56M -$342K -6,139 -4%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$7.49M +$485K +8,719 +6%
V
136
Veritable
Delaware
$7.15M +$196K +3,530 +3%
William Blair & Company
137
William Blair & Company
Illinois
$7.14M -$1.73M -31,099 -18%
WSFS
138
Wilmington Savings Fund Society
Delaware
$7.14M -$712K -12,787 -8%
Fiera Capital (Canada)
139
Fiera Capital (Canada)
Quebec, Canada
$7.12M -$247K -4,445 -3%
RT
140
Rockland Trust
Massachusetts
$7.1M +$2.49M +44,737 +48%
EVM
141
Eaton Vance Management
Massachusetts
$6.91M -$748K -13,434 -9%
Sanders Capital
142
Sanders Capital
Florida
$6.87M -$158K -2,836 -2%
SAI
143
Systematic Alpha Investments
New Jersey
$6.74M
ECG
144
Edge Capital Group
Georgia
$6.69M -$22K -396 -0.3%
FTB
145
First Trust Bank
Bahamas
$6.66M +$2.06M +37,031 +40%
AIA
146
Avalon Investment & Advisory
Texas
$6.5M +$2.36M +42,324 +50%
MCP
147
Martin Capital Partners
Oregon
$6.46M +$2.24M +40,184 +47%
KFP
148
Keystone Financial Planning
Ohio
$6.34M +$698K +12,548 +11%
GCAC
149
Guardian Capital Advisors (Canada)
Ontario, Canada
$6.27M +$179K +3,208 +3%
Comerica Bank
150
Comerica Bank
Texas
$6.22M -$920K -16,531 -12%

UL Hedge Fund Activity: Q1 2022 in Review

1,021 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q1 2022, worth a combined $10.7B — down 19% from $13.3B a quarter earlier.

Sellers outnumbered buyers: 159 funds closed out of UL and 96 opened new positions — a net loss of 63 holders — while 369 trimmed existing stakes and 401 added.

The largest buyer was Wellington Management Group, adding an estimated $118M. The largest seller was Coho Partners, exiting entirely with an estimated $132M sold.

  • 1,021 institutional investors held Unilever (UL) as of Q1 2022, down from 1,097 in Q4 2021.
  • Funds reported $10.7B of Unilever stock for Q1 2022, down 19% quarter-over-quarter.
  • 96 funds opened new Unilever positions in Q1 2022 and 159 closed out, a net change of -63 holders.
  • The largest Unilever buyer in Q1 2022 was Wellington Management Group, an estimated $118M added.
  • The largest Unilever seller in Q1 2022 was Coho Partners, an estimated $132M sold.

Based on aggregated 13F filings for Q1 2022.