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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
Creative Planning
151
Creative Planning
Kansas
$6.09M +$2.53M +45,427 +62%
HAI
152
Hennessy Advisors Inc
California
$6.01M +$2.31M +41,512 +55%
MGIA
153
Matthew Goff Investment Advisor
Texas
$5.96M +$359K +6,450 +6%
BC
154
Brookfield Corp
Ontario, Canada
$5.92M +$6.43M +115,556 New
Allspring Global Investments
155
Allspring Global Investments
North Carolina
$5.92M +$1.56M +27,986 +32%
NAM
156
NorthCrest Asset Manangement
Minnesota
$5.91M +$894K +16,068 +16%
MAA
157
Matrix Asset Advisors
New York
$5.83M +$2.05M +36,824 +48%
Baird Financial Group
158
Baird Financial Group
Wisconsin
$5.79M +$609K +10,935 +11%
DWM
159
Destination Wealth Management
California
$5.7M +$868K +15,587 +16%
TI
160
tru Independence
Oregon
$5.7M +$284K +5,103 +5%
M&T Bank
161
M&T Bank
New York
$5.66M -$2.93M -52,707 -32%
LBA
162
Lowell Blake & Associates
Massachusetts
$5.42M -$740K -13,301 -11%
KCPG
163
Kavar Capital Partners Group
Kansas
$5.41M +$400K +7,186 +7%
WP
164
Woodline Partners
California
$5.38M +$5.84M +105,009 New
M
165
MOTCO
Texas
$5.38M +$150K +2,689 +3%
TCCM
166
Timber Creek Capital Management
Massachusetts
$5.36M +$192K +3,450 +3%
FWIA
167
Fort Washington Investment Advisors
Ohio
$5.27M -$19.8K -356 -0.3%
SRC
168
Shufro Rose & Co
New York
$5.24M +$191K +3,439 +3%
Renaissance Technologies
169
Renaissance Technologies
New York
$5.18M -$18.6M -333,350 -77%
HPIA
170
Hamilton Point Investment Advisors
North Carolina
$5.13M +$129K +2,321 +2%
CT
171
Cambridge Trust
Massachusetts
$5.12M -$11.1M -199,567 -67%
DHFB
172
Dixon Hubard Feinour & Brown
Virginia
$5.07M +$773K +13,884 +16%
TWC
173
TD Waterhouse Canada
Ontario, Canada
$4.97M +$2.49M +44,721 +93%
MML Investors Services
174
MML Investors Services
Massachusetts
$4.95M -$2.52M -45,310 -32%
NPA
175
Nichols & Pratt Advisers
Massachusetts
$4.95M -$1.15M -20,708 -18%

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.