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Unilever
UL

1,093 hedge funds and large institutions have $12.5B invested in Unilever in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 408 increasing their positions, 419 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $140M | Put options by funds: $80.5M

2% more capital invested

Capital invested by funds: $12.2B → $12.5B (+$271M)

0% more funds holding in top 10

Funds holding in top 10: 13 → 13 (0)

0.12% less ownership

Funds ownership: 8.94% → 8.81% (-0.12%)

2% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 93

3% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 419

1% less funds holding

Funds holding: 1,107 → 1,093 (-14)

Holders
1,093
Holders Change
-14
Holders Change %
-1.26%
% of All Funds
15.74%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
91
Increased
408
Reduced
419
Closed
93
Calls
$140M
Puts
$80.5M
Net Calls
+$59.4M
Net Calls Change
+$13.3M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$171M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$92.8M
3
EIC
Equity Investment Corp
Georgia
+$74.1M
4
Millennium Management
Millennium Management
New York
+$57.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$56.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$413M
2
MNG
Manning & Napier Group
New York
-$155M
3
BlackRock
BlackRock
New York
-$66.2M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$45.3M
5
Northern Trust
Northern Trust
Illinois
-$30.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.79B +$56.4M +1,018,270 +3%
BlackRock
2
BlackRock
New York
$802M -$66.2M -1,195,531 -8%
Fisher Asset Management
3
Fisher Asset Management
Washington
$718M +$171M +3,093,307 +32%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$485M +$10.8M +195,111 +2%
Bank of America
5
Bank of America
North Carolina
$448M +$25.4M +458,509 +6%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$423M +$92.8M +1,675,404 +29%
Morgan Stanley
7
Morgan Stanley
New York
$405M -$413M -7,459,316 -51%
State Farm Mutual Automobile Insurance
8
State Farm Mutual Automobile Insurance
Illinois
$346M – – –
Wells Fargo
9
Wells Fargo
California
$263M +$14M +251,889 +6%
Goldman Sachs
10
Goldman Sachs
New York
$229M -$27.3M -492,656 -11%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$212M +$6.64M +119,886 +3%
FMI
12
Fiduciary Management Inc
Wisconsin
$209M +$40.8M +735,835 +25%
Lazard Asset Management
13
Lazard Asset Management
New York
$207M +$32.9M +594,590 +19%
American Century Companies
14
American Century Companies
Missouri
$188M -$5.42M -97,841 -3%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$174M -$9.16M -165,295 -5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$171M -$2.39M -43,216 -1%
AllianceBernstein
17
AllianceBernstein
Tennessee
$150M +$3.84M +69,349 +3%
Norges Bank
18
Norges Bank
Norway
$150M -$6.89M -124,445 -4%
CCM
19
Cullen Capital Management
New York
$150M -$3.16M -57,034 -2%
EIC
20
Equity Investment Corp
Georgia
$146M +$74.1M +1,337,985 +107%
RJA
21
Raymond James & Associates
Florida
$139M +$5.64M +101,787 +4%
SRIM
22
Saratoga Research & Investment Management
California
$138M +$21.6M +388,996 +19%
SI
23
Scharf Investments
California
$128M -$2.14M -38,660 -2%
HCM
24
Hamlin Capital Management
New York
$125M +$8.79M +158,670 +8%
Millennium Management
25
Millennium Management
New York
$89.2M +$57.8M +1,043,995 +195%
1
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UL Hedge Fund Activity: Q1 2024 in Review

1,093 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q1 2024, worth a combined $12.5B — up 2.2% from $12.2B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of UL and 91 opened new positions — a net loss of 2 holders — while 419 trimmed existing stakes and 408 added.

The largest buyer was Fisher Asset Management, adding an estimated $171M. The largest seller was Morgan Stanley, cutting an estimated $413M.

  • 1,093 institutional investors held Unilever (UL) as of Q1 2024, down from 1,107 in Q4 2023.
  • Funds reported $12.5B of Unilever stock for Q1 2024, up 2.2% quarter-over-quarter.
  • 91 funds opened new Unilever positions in Q1 2024 and 93 closed out, a net change of -2 holders.
  • The largest Unilever buyer in Q1 2024 was Fisher Asset Management, an estimated $171M added.
  • The largest Unilever seller in Q1 2024 was Morgan Stanley, an estimated $413M sold.

Based on aggregated 13F filings for Q1 2024.