Unilever
1,104 hedge funds and large institutions have $13.5B invested in Unilever in 2023 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 417 increasing their positions, 400 reducing their positions, and 69 closing their positions.
54% more call options, than puts
Call options by funds: $226M | Put options by funds: $147M
41% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 69
4% more repeat investments, than reductions
Existing positions increased: 417 | Existing positions reduced: 400
3% more capital invested
Capital invested by funds: $13.2B → $13.5B (+$350M)
0% more funds holding
Funds holding: 1,103 → 1,104 (+1)
0.05% more ownership
Funds ownership: 9.17% → 9.23% (+0.05%)
0% more funds holding in top 10
Funds holding in top 10: 23 → 23 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$144M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$73.8M |
| 3 |
CCM
Cullen Capital Management
New York
|
+$66.7M |
| 4 |
Millennium Management
New York
|
+$53.9M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$37.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IPAM
ICICI Prudential Asset Management
Mumbai,
India
|
-$65.8M |
| 2 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
-$61.2M |
| 3 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$45.8M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$23.4M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$19.7M |
UL Hedge Fund Activity: Q1 2023 in Review
1,104 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q1 2023, worth a combined $13.5B — up 2.7% from $13.2B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new UL positions and 69 closed out — a net gain of 28 holders — while 417 added to existing stakes and 400 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $144M. The largest seller was ICICI Prudential Asset Management, exiting entirely with an estimated $65.8M sold.
- 1,104 institutional investors held Unilever (UL) as of Q1 2023, up from 1,103 in Q4 2022.
- Funds reported $13.5B of Unilever stock for Q1 2023, up 2.7% quarter-over-quarter.
- 97 funds opened new Unilever positions in Q1 2023 and 69 closed out, a net change of +28 holders.
- The largest Unilever buyer in Q1 2023 was Envestnet Asset Management, an estimated $144M added.
- The largest Unilever seller in Q1 2023 was ICICI Prudential Asset Management, an estimated $65.8M sold.
Based on aggregated 13F filings for Q1 2023.