Unilever
1,033 hedge funds and large institutions have $12.7B invested in Unilever in 2021 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 440 increasing their positions, 335 reducing their positions, and 98 closing their positions.
84% more call options, than puts
Call options by funds: $110M | Put options by funds: $59.9M
31% more repeat investments, than reductions
Existing positions increased: 440 | Existing positions reduced: 335
0.22% more ownership
Funds ownership: 7.5% → 7.72% (+0.22%)
5% less capital invested
Capital invested by funds: $13.4B → $12.7B (-$631M)
8% less first-time investments, than exits
New positions opened: 90 | Existing positions closed: 98
2% less funds holding
Funds holding: 1,053 → 1,033 (-20)
31% less funds holding in top 10
Funds holding in top 10: 13 → 9 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$199M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$183M |
| 3 |
CCM
Cullen Capital Management
New York
|
+$150M |
| 4 |
BlackRock
New York
|
+$118M |
| 5 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$224M |
| 2 |
SCCM
Schafer Cullen Capital Management
New York
|
-$131M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$121M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$74.1M |
| 5 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
-$63.4M |
UL Hedge Fund Activity: Q1 2021 in Review
1,033 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q1 2021, worth a combined $12.7B — down 4.7% from $13.4B a quarter earlier.
Sellers outnumbered buyers: 98 funds closed out of UL and 90 opened new positions — a net loss of 8 holders — while 335 trimmed existing stakes and 440 added.
The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $199M. The largest seller was Arrowstreet Capital, cutting an estimated $224M.
- 1,033 institutional investors held Unilever (UL) as of Q1 2021, down from 1,053 in Q4 2020.
- Funds reported $12.7B of Unilever stock for Q1 2021, down 4.7% quarter-over-quarter.
- 90 funds opened new Unilever positions in Q1 2021 and 98 closed out, a net change of -8 holders.
- The largest Unilever buyer in Q1 2021 was Hotchkis & Wiley Capital Management, an estimated $199M added.
- The largest Unilever seller in Q1 2021 was Arrowstreet Capital, an estimated $224M sold.
Based on aggregated 13F filings for Q1 2021.