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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
MJP
201
Michael J. Puzo
$3.86M -$924K -16,596 -18%
SAM
202
Stansberry Asset Management
Texas
$3.78M +$4.1M +73,708 New
BCI
203
Brinker Capital Investments
Pennsylvania
$3.69M -$1.59M -28,503 -28%
FA
204
FDx Advisors
Illinois
$3.69M -$949K -17,057 -19%
FCH
205
Freestone Capital Holdings
Washington
$3.68M -$62.7K -1,127 -2%
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$3.65M -$592K -10,636 -13%
DC
207
Davenport & Co
Virginia
$3.52M -$2.43M -43,718 -39%
T. Rowe Price Associates
208
T. Rowe Price Associates
Maryland
$3.52M -$26.2K -471 -0.7%
OCM
209
One Capital Management
California
$3.51M +$208K +3,734 +6%
RMDI
210
R.M. Davis Inc
Maine
$3.48M -$8.18M -147,030 -68%
BE
211
Bonness Enterprises
District of Columbia
$3.46M
Group One Trading
212
Group One Trading
Illinois
$3.4M -$4.92M -88,432 -57%
CC
213
Courier Capital
New York
$3.38M -$24.7K -444 -0.7%
Kayne Anderson Rudnick Investment Management
214
Kayne Anderson Rudnick Investment Management
California
$3.32M -$2.45M -44,099 -40%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$3.31M -$81K -1,456 -2%
PAI
216
Pittenger & Anderson Inc
Nebraska
$3.29M +$618K +11,111 +21%
BFG
217
Beacon Financial Group
Texas
$3.27M +$73K +1,312 +2%
SFA
218
Sequoia Financial Advisors
Ohio
$3.23M +$2.98M +53,537 +563%
KCM
219
Kanawha Capital Management
Virginia
$3.22M +$48.9K +879 +1%
SCA
220
Snowden Capital Advisors
New York
$3.21M +$468K +8,415 +16%
PIM
221
Perpetual Investment Management
Australia
$3.19M +$142K +2,547 +4%
HA
222
Heartland Advisors
Wisconsin
$3.18M +$76.1K +1,368 +2%
VAS
223
Vestmark Advisory Solutions
Massachusetts
$3.16M +$121K +2,176 +4%
BIC
224
Beach Investment Counsel
Pennsylvania
$3.14M +$1.89K +34 +0.1%
NCM
225
Narwhal Capital Management
Georgia
$3.14M +$7.9K +142 +0.2%

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.