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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
BlackRock
1
BlackRock
New York
$901M -$27.1M -486,774 -3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$785M +$118M +2,113,838 +16%
Bank of America
3
Bank of America
North Carolina
$389M -$74.9M -1,345,596 -15%
GRQ
4
Gardner Russo & Quinn
Pennsylvania
$357M -$33.4M -599,836 -8%
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$320M -$10.4M -186,542 -3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$316M +$109M +1,959,243 +47%
State Farm Mutual Automobile Insurance
7
State Farm Mutual Automobile Insurance
Illinois
$314M
GQG Partners
8
GQG Partners
Florida
$281M -$55.2M -992,262 -15%
FMI
9
Fiduciary Management Inc
Wisconsin
$276M -$24.2M -434,828 -7%
PG
10
Pendal Group
Australia
$252M -$6.75M -121,246 -2%
Capital International Investors
11
Capital International Investors
California
$230M +$1.43M +25,662 +0.6%
Fisher Asset Management
12
Fisher Asset Management
Washington
$224M +$47.6M +855,618 +24%
American Century Companies
13
American Century Companies
Missouri
$220M +$11.9M +213,249 +5%
Wells Fargo
14
Wells Fargo
California
$216M -$25.6M -459,864 -10%
Morgan Stanley
15
Morgan Stanley
New York
$190M +$6M +107,771 +3%
Lazard Asset Management
16
Lazard Asset Management
New York
$172M -$21M -377,148 -10%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$169M -$1.87M -33,594 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$162M -$13.1M -235,200 -7%
Norges Bank
19
Norges Bank
Norway
$160M
MNG
20
Manning & Napier Group
New York
$157M -$35.6M -638,859 -17%
CCM
21
Cullen Capital Management
New York
$154M -$7.75M -139,220 -4%
Goldman Sachs
22
Goldman Sachs
New York
$134M -$12M -216,158 -8%
PPA
23
Parametric Portfolio Associates
Washington
$129M -$73.7M -1,324,235 -35%
RRAM
24
River Road Asset Management
Kentucky
$124M +$49.1M +881,278 +57%
Northern Trust
25
Northern Trust
Illinois
$118M -$32.8M -590,117 -20%

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.