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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
Fiera Capital (Canada)
176
Fiera Capital (Canada)
Quebec, Canada
$5.92M -$73.4K -1,087 -1%
MWM
177
Moran Wealth Management
Florida
$5.74M -$203K -3,007 -3%
HAI
178
Hennessy Advisors Inc
California
$5.74M -$216K -3,200 -3%
KCPG
179
Kavar Capital Partners Group
Kansas
$5.62M -$1.76K -26 -0%
CMP
180
Coston McIsaac & Partners
Maine
$5.61M -$64.6K -956 -1%
SSA
181
Schonfeld Strategic Advisors
New York
$5.48M +$2.49M +36,889 +75%
TAM
182
Todd Asset Management
Kentucky
$5.46M +$913K +13,518 +19%
HSBC Holdings
183
HSBC Holdings
United Kingdom
$5.43M +$2.07M +30,687 +56%
Qube Research & Technologies (QRT)
184
Qube Research & Technologies (QRT)
United Kingdom
$5.36M +$5.67M +83,996 New
TI
185
tru Independence
Oregon
$5.22M -$408K -6,040 -7%
JC
186
Jacobs & Co
California
$5.21M -$291K -4,316 -5%
HL
187
HeadInvest LLC
Maine
$5.21M -$67.5K -999 -1%
BCFS
188
Butensky & Cohen Financial Security
Florida
$5.21M +$12.4K +183 +0.2%
SP
189
Stablepoint Partners
Massachusetts
$5.13M +$111K +1,647 +2%
BNP Paribas Financial Markets
190
BNP Paribas Financial Markets
France
$5.09M +$1.96M +28,998 +57%
First Manhattan
191
First Manhattan
New York
$5.07M +$2.2M +32,596 +218%
NEAM
192
New England Asset Management
Connecticut
$5.03M -$701K -10,387 -12%
EPAM
193
Evelyn Partners Asset Management
$4.98M +$5.27M +78,069 New
AR
194
Advisory Research
Illinois
$4.96M -$57.9K -857 -1%
Cambridge Investment Research Advisors
195
Cambridge Investment Research Advisors
Iowa
$4.93M -$259K -3,841 -5%
Verition Fund Management
196
Verition Fund Management
Connecticut
$4.88M -$5.64M -83,491 -52%
RFC
197
Regions Financial Corp
Alabama
$4.85M -$92.9K -1,375 -2%
M
198
MOTCO
Texas
$4.67M -$192K -2,845 -4%
TIM
199
Tevis Investment Management
Texas
$4.67M +$12.8K +190 +0.3%
LSWM
200
Lorne Steinberg Wealth Management
Canada
$4.66M -$540 -8 -0%

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.