Unilever
1,107 hedge funds and large institutions have $12.2B invested in Unilever in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 287 increasing their positions, 521 reducing their positions, and 69 closing their positions.
87% more first-time investments, than exits
New positions opened: 129 | Existing positions closed: 69
41% more call options, than puts
Call options by funds: $157M | Put options by funds: $111M
4% more funds holding
Funds holding: 1,065 → 1,107 (+42)
0.09% more ownership
Funds ownership: 8.85% → 8.94% (+0.09%)
1% less capital invested
Capital invested by funds: $12.3B → $12.2B (-$160M)
13% less funds holding in top 10
Funds holding in top 10: 15 → 13 (-2)
45% less repeat investments, than reductions
Existing positions increased: 287 | Existing positions reduced: 521
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$364M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$55.9M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$53.4M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
+$45.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$42.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Cullen Capital Management
New York
|
-$68.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$66.4M |
| 3 |
BlackRock
New York
|
-$63M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$55M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$44.3M |
UL Hedge Fund Activity: Q4 2023 in Review
1,107 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q4 2023, worth a combined $12.2B — down 1.3% from $12.3B a quarter earlier.
Buyers outnumbered sellers: 129 funds opened new UL positions and 69 closed out — a net gain of 60 holders — while 287 added to existing stakes and 521 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $364M. The largest seller was Cullen Capital Management, cutting an estimated $68.3M.
- 1,107 institutional investors held Unilever (UL) as of Q4 2023, up from 1,065 in Q3 2023.
- Funds reported $12.2B of Unilever stock for Q4 2023, down 1.3% quarter-over-quarter.
- 129 funds opened new Unilever positions in Q4 2023 and 69 closed out, a net change of +60 holders.
- The largest Unilever buyer in Q4 2023 was Morgan Stanley, an estimated $364M added.
- The largest Unilever seller in Q4 2023 was Cullen Capital Management, an estimated $68.3M sold.
Based on aggregated 13F filings for Q4 2023.