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Unilever

1,019 hedge funds and large institutions have $11.4B invested in Unilever in 2022 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 453 increasing their positions, 337 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $200M | Put options by funds: $104M

34% more repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 337

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

1% more capital invested

Capital invested by funds: $11.4B → $11.4B (+$69M)

0.47% more ownership

Funds ownership: 8.68%9.15% (+0.47%)

4% less funds holding

Funds holding: 1,0571,019 (-38)

25% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 95

Holders
1,019
Holders Change
-38
Holders Change %
-3.6%
% of All Funds
17.55%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.41%
New
71
Increased
453
Reduced
337
Closed
95
Calls
$200M
Puts
$104M
Net Calls
+$96.2M
Net Calls Change
+$7.76M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
151
Avalon Investment & Advisory
Texas
$5.79M -$466K -8,911 -7%
Allspring Global Investments
152
Allspring Global Investments
North Carolina
$5.7M -$97K -1,856 -2%
KCPG
153
Kavar Capital Partners Group
Kansas
$5.3M +$15.1K +289 +0.3%
SRC
154
Shufro Rose & Co
New York
$5.27M +$25.4K +487 +0.5%
Comerica Bank
155
Comerica Bank
Texas
$5.27M -$1.71M -32,698 -24%
TI
156
tru Independence
Oregon
$5.19M -$205K -3,931 -4%
PFO
157
Pathstone Family Office
New Jersey
$5.14M +$3.5M +66,946 +180%
TC
158
TownSquare Capital
Utah
$5.14M +$233K +4,461 +4%
FWIA
159
Fort Washington Investment Advisors
Ohio
$5.07M
CSPIA
160
Cary Street Partners Investment Advisory
Virginia
$5.07M +$705K +13,485 +15%
TWC
161
TD Waterhouse Canada
Ontario, Canada
$4.99M -$156K -2,981 -3%
AF
162
Alerus Financial
North Dakota
$4.96M +$5.25M +100,573 New
HPIA
163
Hamilton Point Investment Advisors
North Carolina
$4.95M +$63.9K +1,223 +1%
M
164
MOTCO
Texas
$4.9M +$238K +4,561 +5%
ACM
165
Altrius Capital Management
North Carolina
$4.88M +$1.11M +21,155 +27%
HFS
166
Hantz Financial Services
Michigan
$4.86M +$389K +7,449 +8%
KIC
167
Keating Investment Counselors
Florida
$4.82M +$419K +8,022 +9%
BCI
168
Brinker Capital Investments
Pennsylvania
$4.76M -$425K -8,142 -8%
SAM
169
Silvercrest Asset Management
New York
$4.69M +$4.54M +86,868 +1,066%
Cambridge Investment Research Advisors
170
Cambridge Investment Research Advisors
Iowa
$4.63M +$128K +2,447 +3%
JC
171
Jacobs & Co
California
$4.62M +$48.3K +925 +1%
LOPW
172
Live Oak Private Wealth
North Carolina
$4.53M +$146K +2,785 +3%
V
173
Veritable
Delaware
$4.44M -$1.53M -29,273 -25%
PMG
174
ProVise Management Group
Florida
$4.43M +$183K +3,495 +4%
BPA
175
Beacon Pointe Advisors
California
$4.4M -$169K -3,238 -4%

UL Hedge Fund Activity: Q3 2022 in Review

1,019 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2022, worth a combined $11.4B — up 0.61% from $11.4B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of UL and 71 opened new positions — a net loss of 24 holders — while 337 trimmed existing stakes and 453 added.

The largest buyer was Wellington Management Group, adding an estimated $459M. The largest seller was D.E. Shaw & Co, exiting entirely with an estimated $45.3M sold.

  • 1,019 institutional investors held Unilever (UL) as of Q3 2022, down from 1,057 in Q2 2022.
  • Funds reported $11.4B of Unilever stock for Q3 2022, up 0.61% quarter-over-quarter.
  • 71 funds opened new Unilever positions in Q3 2022 and 95 closed out, a net change of -24 holders.
  • The largest Unilever buyer in Q3 2022 was Wellington Management Group, an estimated $459M added.
  • The largest Unilever seller in Q3 2022 was D.E. Shaw & Co, an estimated $45.3M sold.

Based on aggregated 13F filings for Q3 2022.