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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
Pathstone Holdings
126
Pathstone Holdings
New Jersey
$9.07M -$70.4K -1,042 -0.7%
AF
127
Allworth Financial
California
$9.04M +$9.01M +133,429 +1,352%
WA
128
Waverly Advisors
Alabama
$9.02M +$421K +6,235 +5%
MAP
129
Managed Asset Portfolios
Michigan
$8.91M -$1.58M -23,407 -14%
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$8.87M +$2.76M +40,837 +42%
NC
131
Nicholas Company
Wisconsin
$8.68M -$3.65K -54 -0%
ECG
132
Edge Capital Group
Georgia
$8.67M +$8.93M +132,235 +3,569%
AA
133
ABC Arbitrage
France
$8.61M +$9.11M +134,904 New
GCC
134
Guardian Capital (Canada)
Ontario, Canada
$8.57M +$99.2K +1,469 +1%
TPCM
135
Templeton & Phillips Capital Management
Tennessee
$8.52M
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$8.49M -$3.06M -45,295 -25%
NC
137
NewSquare Capital
Pennsylvania
$8.46M +$18.2K +269 +0.2%
OSAM
138
O'Shaughnessy Asset Management
Connecticut
$8.45M +$472K +6,983 +6%
SAI
139
Systematic Alpha Investments
New Jersey
$8.38M
QCM
140
Quantinno Capital Management
New York
$8.38M +$2.18M +32,249 +33%
CYG
141
Clean Yield Group
Vermont
$8.19M -$150K -2,225 -2%
LBC
142
Lowe Brockenbrough & Co
Virginia
$8.15M +$111K +1,639 +1%
NAM
143
NorthCrest Asset Manangement
Minnesota
$8.11M +$91.8K +1,359 +1%
Jane Street
144
Jane Street
New York
$8.05M -$5.21M -77,223 -38%
Russell Investments Group
145
Russell Investments Group
United Kingdom
$7.97M -$667K -9,884 -7%
US Bancorp
146
US Bancorp
Minnesota
$7.87M +$486K +7,192 +6%
AF
147
Alerus Financial
North Dakota
$7.76M -$7.56K -112 -0.1%
GA
148
GFS Advisors
Texas
$7.76M +$8.21M +121,584 New
WSFS
149
Wilmington Savings Fund Society
Delaware
$7.66M -$65.2K -965 -0.8%
DWM
150
Destination Wealth Management
California
$7.63M +$114K +1,685 +1%

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.