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Unilever
UL

1,174 hedge funds and large institutions have $14.2B invested in Unilever in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 365 increasing their positions, 466 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 61

23% more call options, than puts

Call options by funds: $212M | Put options by funds: $173M

12% more capital invested

Capital invested by funds: $12.7B → $14.2B (+$1.55B)

6% more funds holding in top 10

Funds holding in top 10: 17 → 18 (+1)

6% more funds holding

Funds holding: 1,109 → 1,174 (+65)

0.36% less ownership

Funds ownership: 8.18% → 7.82% (-0.36%)

22% less repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 466

Holders
1,174
Holders Change
+65
Holders Change %
+5.86%
% of All Funds
16.86%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
137
Increased
365
Reduced
466
Closed
61
Calls
$212M
Puts
$173M
Net Calls
+$38.9M
Net Calls Change
+$23.3M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$594M
2
Jennison Associates
Jennison Associates
New York
+$116M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$68.5M
4
Citigroup
Citigroup
New York
+$56.5M
5
Citadel Advisors
Citadel Advisors
Florida
+$29.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$618M
2
BlackRock
BlackRock
New York
-$243M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$198M
4
SI
Scharf Investments
California
-$106M
5
SSA
Schonfeld Strategic Advisors
New York
-$75.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.62B -$618M -8,937,178 -29%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.09B +$68.5M +990,379 +7%
GQG Partners
3
GQG Partners
Florida
$658M +$594M +8,591,126 +2,057%
Morgan Stanley
4
Morgan Stanley
New York
$537M +$10.8M +156,173 +2%
Bank of America
5
Bank of America
North Carolina
$497M +$23.4M +339,118 +5%
State Farm Mutual Automobile Insurance
6
State Farm Mutual Automobile Insurance
Illinois
$447M – – –
Fidelity Investments
7
Fidelity Investments
Massachusetts
$378M -$2.2M -31,811 -0.6%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$332M -$198M -2,871,280 -39%
Wells Fargo
9
Wells Fargo
California
$318M -$14.3M -206,751 -5%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$315M +$28.8M +416,069 +11%
Goldman Sachs
11
Goldman Sachs
New York
$294M -$10.8M -155,713 -4%
Lazard Asset Management
12
Lazard Asset Management
New York
$287M +$2.07M +29,994 +0.8%
FMI
13
Fiduciary Management Inc
Wisconsin
$246M -$7.29M -105,430 -3%
BlackRock
14
BlackRock
New York
$234M -$243M -3,520,235 -52%
AllianceBernstein
15
AllianceBernstein
Tennessee
$230M -$10.5M -151,575 -5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$228M -$22.6M -326,226 -9%
Norges Bank
17
Norges Bank
Norway
$194M – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$189M +$150K +2,166 +0.1%
CCM
19
Cullen Capital Management
New York
$178M -$9.08M -131,307 -5%
American Century Companies
20
American Century Companies
Missouri
$176M -$25.4M -367,376 -13%
HCM
21
Hamlin Capital Management
New York
$173M +$11.9M +172,591 +8%
SRIM
22
Saratoga Research & Investment Management
California
$169M -$9.81M -141,896 -6%
RJA
23
Raymond James & Associates
Florida
$152M -$6.3M -91,149 -4%
EIC
24
Equity Investment Corp
Georgia
$139M -$2.69M -38,913 -2%
Jennison Associates
25
Jennison Associates
New York
$135M +$116M +1,674,859 +982%
1
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UL Hedge Fund Activity: Q3 2024 in Review

1,174 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2024, worth a combined $14.2B — up 12% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new UL positions and 61 closed out — a net gain of 76 holders — while 365 added to existing stakes and 466 trimmed.

The largest buyer was GQG Partners, adding an estimated $594M. The largest seller was Wellington Management Group, cutting an estimated $618M.

  • 1,174 institutional investors held Unilever (UL) as of Q3 2024, up from 1,109 in Q2 2024.
  • Funds reported $14.2B of Unilever stock for Q3 2024, up 12% quarter-over-quarter.
  • 137 funds opened new Unilever positions in Q3 2024 and 61 closed out, a net change of +76 holders.
  • The largest Unilever buyer in Q3 2024 was GQG Partners, an estimated $594M added.
  • The largest Unilever seller in Q3 2024 was Wellington Management Group, an estimated $618M sold.

Based on aggregated 13F filings for Q3 2024.