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Unilever

1,019 hedge funds and large institutions have $11.4B invested in Unilever in 2022 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 453 increasing their positions, 337 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $200M | Put options by funds: $104M

34% more repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 337

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

1% more capital invested

Capital invested by funds: $11.4B → $11.4B (+$69M)

0.47% more ownership

Funds ownership: 8.68%9.15% (+0.47%)

4% less funds holding

Funds holding: 1,0571,019 (-38)

25% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 95

Holders
1,019
Holders Change
-38
Holders Change %
-3.6%
% of All Funds
17.55%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.41%
New
71
Increased
453
Reduced
337
Closed
95
Calls
$200M
Puts
$104M
Net Calls
+$96.2M
Net Calls Change
+$7.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.51B +$459M +8,776,497 +40%
BlackRock
2
BlackRock
New York
$888M -$29.3M -561,719 -3%
Bank of America
3
Bank of America
North Carolina
$446M +$4.32M +82,731 +0.9%
Morgan Stanley
4
Morgan Stanley
New York
$397M +$33M +631,522 +9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$343M +$6.43M +122,978 +2%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$314M -$5.65M -108,089 -2%
Fisher Asset Management
7
Fisher Asset Management
Washington
$306M +$55.5M +1,061,903 +21%
State Farm Mutual Automobile Insurance
8
State Farm Mutual Automobile Insurance
Illinois
$302M
GRQ
9
Gardner Russo & Quinn
Pennsylvania
$281M -$25.8M -494,035 -8%
Wells Fargo
10
Wells Fargo
California
$250M +$11.8M +226,038 +5%
PG
11
Pendal Group
Australia
$246M -$5.1M -97,592 -2%
FMI
12
Fiduciary Management Inc
Wisconsin
$245M -$11.4M -218,362 -4%
Capital International Investors
13
Capital International Investors
California
$222M +$503K +9,625 +0.2%
CCM
14
Cullen Capital Management
New York
$187M +$31.5M +603,223 +19%
American Century Companies
15
American Century Companies
Missouri
$185M -$14.9M -285,315 -7%
Goldman Sachs
16
Goldman Sachs
New York
$181M +$16.1M +307,640 +9%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$176M +$9.53M +182,381 +5%
Norges Bank
18
Norges Bank
Norway
$158M +$4.83M +92,444 +3%
Lazard Asset Management
19
Lazard Asset Management
New York
$156M -$2.44M -46,788 -1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$151M -$14.6M -279,874 -8%
MNG
21
Manning & Napier Group
New York
$149M +$2.36M +45,210 +2%
RJA
22
Raymond James & Associates
Florida
$147M +$5.57M +106,676 +4%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$130M +$8.54M +163,406 +7%
Stifel Financial
24
Stifel Financial
Missouri
$125M +$3.36M +64,256 +3%
Northern Trust
25
Northern Trust
Illinois
$106M -$1.15M -21,992 -1%

UL Hedge Fund Activity: Q3 2022 in Review

1,019 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2022, worth a combined $11.4B — up 0.61% from $11.4B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of UL and 71 opened new positions — a net loss of 24 holders — while 337 trimmed existing stakes and 453 added.

The largest buyer was Wellington Management Group, adding an estimated $459M. The largest seller was D.E. Shaw & Co, exiting entirely with an estimated $45.3M sold.

  • 1,019 institutional investors held Unilever (UL) as of Q3 2022, down from 1,057 in Q2 2022.
  • Funds reported $11.4B of Unilever stock for Q3 2022, up 0.61% quarter-over-quarter.
  • 71 funds opened new Unilever positions in Q3 2022 and 95 closed out, a net change of -24 holders.
  • The largest Unilever buyer in Q3 2022 was Wellington Management Group, an estimated $459M added.
  • The largest Unilever seller in Q3 2022 was D.E. Shaw & Co, an estimated $45.3M sold.

Based on aggregated 13F filings for Q3 2022.