Unilever
1,111 hedge funds and large institutions have $12.7B invested in Unilever in 2024 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 375 increasing their positions, 449 reducing their positions, and 74 closing their positions.
39% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 74
31% more funds holding in top 10
Funds holding in top 10: 13 → 17 (+4)
11% more call options, than puts
Call options by funds: $154M | Put options by funds: $138M
1% more funds holding
Funds holding: 1,095 → 1,111 (+16)
0.7% less ownership
Funds ownership: 9.91% → 9.21% (-0.7%)
16% less repeat investments, than reductions
Existing positions increased: 375 | Existing positions reduced: 449
58% less capital inflows, than outflows
Capital inflows: $675M | Capital outflows: $1.61B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$68.4M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$65.6M |
| 3 |
Schonfeld Strategic Advisors
New York
|
+$63.6M |
| 4 |
ClearBridge Investments
New York
|
+$58.6M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$47.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$442M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$200M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$87.5M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$58.8M |
| 5 |
JP Morgan Chase
New York
|
-$57.9M |
UL Hedge Fund Activity: Q2 2024 in Review
1,111 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q2 2024, worth a combined $12.7B — up 1.6% from $12.5B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new UL positions and 74 closed out — a net gain of 29 holders — while 375 added to existing stakes and 449 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $68.4M. The largest seller was BlackRock, cutting an estimated $442M.
- 1,111 institutional investors held Unilever (UL) as of Q2 2024, up from 1,095 in Q1 2024.
- Funds reported $12.7B of Unilever stock for Q2 2024, up 1.6% quarter-over-quarter.
- 103 funds opened new Unilever positions in Q2 2024 and 74 closed out, a net change of +29 holders.
- The largest Unilever buyer in Q2 2024 was Fisher Asset Management, an estimated $68.4M added.
- The largest Unilever seller in Q2 2024 was BlackRock, an estimated $442M sold.
Based on aggregated 13F filings for Q2 2024.