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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
Kovitz Investment Group Partners
176
Kovitz Investment Group Partners
Illinois
$4.68M +$3.72M +66,772 +273%
SCM
177
Shelton Capital Management
Colorado
$4.58M +$8.02K +144 +0.2%
EWA
178
Exencial Wealth Advisors
Oklahoma
$4.54M +$2.26M +40,589 +85%
TC
179
TownSquare Capital
Utah
$4.47M -$363K -6,520 -7%
First Eagle Investment Management
180
First Eagle Investment Management
New York
$4.4M +$1.96M +35,255 +70%
OA
181
Oxbow Advisors
Texas
$4.33M -$8.9M -159,962 -65%
Pacer Advisors
182
Pacer Advisors
Pennsylvania
$4.3M +$1.2M +21,486 +34%
LOPW
183
Live Oak Private Wealth
North Carolina
$4.29M +$503K +9,034 +12%
AAM
184
Auxier Asset Management
Oregon
$4.29M -$173K -3,111 -4%
OMC
185
Old Mission Capital
Illinois
$4.28M +$4.65M +83,495 New
JC
186
Jacobs & Co
California
$4.28M +$465K +8,347 +11%
MPM
187
Meritage Portfolio Management
Kansas
$4.24M +$2.19M +39,316 +90%
SSB
188
Sandy Spring Bank
Maryland
$4.23M -$16.2K -291 -0.4%
PGA
189
Portland Global Advisors
Maine
$4.2M +$250K +4,496 +6%
PMG
190
ProVise Management Group
Florida
$4.19M +$3.38M +60,777 +290%
KCM
191
Kornitzer Capital Management
Kansas
$4.17M -$1.7M -30,487 -27%
RFC
192
Regions Financial Corp
Alabama
$4.16M +$74.2K +1,333 +2%
KeyBank National Association
193
KeyBank National Association
Ohio
$4.13M -$120K -2,153 -3%
HFS
194
Hantz Financial Services
Michigan
$4.08M +$1.26M +22,693 +40%
LWCFA
195
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.08M -$2.62M -47,056 -37%
SWM
196
Stockman Wealth Management
Montana
$3.97M +$519K +9,317 +14%
LSWM
197
Lorne Steinberg Wealth Management
Canada
$3.94M -$54.4K -978 -1%
Cambridge Investment Research Advisors
198
Cambridge Investment Research Advisors
Iowa
$3.91M +$486K +8,728 +13%
HL
199
HeadInvest LLC
Maine
$3.88M -$14.8K -266 -0.4%
TAM
200
Todd Asset Management
Kentucky
$3.87M +$1.63M +29,206 +63%

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.