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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
PRS
201
Pinkerton Retirement Specialists
Idaho
$4.66M +$138K +2,037 +3%
MIS
202
Morningstar Investment Services
Illinois
$4.65M -$31.6M -467,609 -87%
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$4.64M +$85.9K +1,272 +2%
GVAG
204
Great Valley Advisor Group
Delaware
$4.63M +$356K +5,279 +8%
Mackenzie Financial
205
Mackenzie Financial
Ontario, Canada
$4.62M +$4.89M +72,394 New
WCM Investment Management
206
WCM Investment Management
California
$4.62M +$3.05M +45,149 +166%
FFA
207
Farther Finance Advisors
California
$4.58M +$1.99M +29,524 +70%
NW
208
NewEdge Wealth
Pennsylvania
$4.53M +$133K +1,973 +3%
AAS
209
Avantax Advisory Services
Texas
$4.49M +$208K +3,081 +5%
BCM
210
Becker Capital Management
Oregon
$4.49M -$837K -12,394 -15%
Baird Financial Group
211
Baird Financial Group
Wisconsin
$4.44M +$519K +7,682 +12%
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$4.42M +$215K +3,181 +5%
GF
213
Gabelli Funds
New York
$4.41M -$126K -1,867 -3%
CICC
214
Capital Investment Counsel (Colorado)
Colorado
$4.4M +$203 +3 +0%
AssetMark Inc
215
AssetMark Inc
California
$4.37M +$3.6M +53,377 +351%
BE
216
Bonness Enterprises
District of Columbia
$4.31M
KAS
217
Kestra Advisory Services
Texas
$4.29M -$9.81M -145,199 -68%
AWS
218
Atria Wealth Solutions
New York
$4.23M +$312K +4,619 +7%
AP
219
Arlington Partners
Alabama
$4.22M +$313K +4,638 +8%
BCM
220
Bayesian Capital Management
New York
$4.17M +$4.41M +65,333 New
CIBC Private Wealth Group
221
CIBC Private Wealth Group
Georgia
$4.1M +$811K +12,007 +23%
VPIM
222
Vanguard Personalized Indexing Management
California
$4.1M +$61.9K +917 +1%
GHAM
223
Gilman Hill Asset Management
Connecticut
$4.08M +$443K +6,560 +11%
RMCM
224
Reynders McVeigh Capital Management
Massachusetts
$4.03M -$109K -1,618 -2%
SSB
225
Sandy Spring Bank
Maryland
$4.02M -$127K -1,881 -3%

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.