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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
Sanders Capital
151
Sanders Capital
Florida
$7.57M -$53.4K -791 -0.7%
OA
152
Oxbow Advisors
Texas
$7.47M +$325K +4,817 +4%
AG
153
Advocate Group
Minnesota
$7.43M -$667K -9,875 -8%
XF
154
XML Financial
Maryland
$7.42M -$396K -5,859 -5%
WW
155
Windle Wealth
Oklahoma
$7.31M +$46.9K +694 +0.6%
OCM
156
One Capital Management
California
$7.23M -$49.8K -738 -0.6%
BPA
157
Beacon Pointe Advisors
California
$7.21M +$154K +2,274 +2%
SCA
158
Snowden Capital Advisors
New York
$7.08M -$376K -5,562 -5%
Federated Hermes
159
Federated Hermes
Pennsylvania
$6.98M -$3.68M -54,560 -33%
Focus Partners Wealth
160
Focus Partners Wealth
Massachusetts
$6.87M +$4.57M +67,657 +169%
William Blair & Company
161
William Blair & Company
Illinois
$6.7M -$101K -1,495 -1%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$6.6M -$598K -8,854 -8%
SA
163
Sanctuary Advisors
Indiana
$6.58M +$497K +7,359 +8%
ORI
164
Oak Ridge Investments
Illinois
$6.57M +$366K +5,415 +6%
HFS
165
Hantz Financial Services
Michigan
$6.41M +$3M +44,407 +79%
AAM
166
Auxier Asset Management
Oregon
$6.38M -$7.56K -112 -0.1%
BB
167
Bell Bank
North Dakota
$6.34M +$1.05M +15,523 +19%
EI
168
Ethic Inc
New York
$6.33M +$49.1K +727 +0.7%
HPIA
169
Hamilton Point Investment Advisors
North Carolina
$6.23M +$164K +2,430 +3%
SRC
170
Shufro Rose & Co
New York
$6.2M -$108K -1,602 -2%
GIA
171
Guyasuta Investment Advisors
Pennsylvania
$6.19M -$132K -1,957 -2%
ERP
172
Eldred Rock Partners
Texas
$6.19M +$13K +192 +0.2%
P
173
&Partners
Tennessee
$6.18M +$3.94M +58,290 +149%
KIC
174
Keating Investment Counselors
Florida
$6.08M -$8.98K -133 -0.1%
PGA
175
Portland Global Advisors
Maine
$6.07M +$70K +1,037 +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.