UL icon

Unilever
UL

Overview Fund Activity

1,103 hedge funds and large institutions have $12.6B invested in Unilever in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 372 increasing their positions, 447 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,103
Holders Change
+14
Holders Change %
+1.29%
% of All Funds
16.04%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
101
Increased
372
Reduced
447
Closed
74
Calls
$154M
Puts
$138M
Net Calls
+$15.6M
Net Calls Change
-$43.8M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$859M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$98.2M
3
SSA
3
Schonfeld Strategic Advisors
New York
$70.6M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$71.6M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$241M

Top Sellers

1
GA
1
GFS Advisors
Texas
$11.5M
2
BlackRock
2
BlackRock
New York
$416M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$322M
4
Bank of America
4
Bank of America
North Carolina
$400M
5
Stifel Financial
5
Stifel Financial
Missouri
$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
226
Atria Wealth Solutions
New York
$3.79M -$114K -2,081 -3%
BFG
227
Beacon Financial Group
Texas
$3.77M -$126K -2,287 -3%
GVAG
228
Great Valley Advisor Group
Delaware
$3.75M +$293K +5,325 +8%
ASN
229
Advisory Services Network
Georgia
$3.61M +$1.42M +25,895 +65%
AGP
230
Autumn Glory Partners
Texas
$3.6M +$42.8K +778 +1%
GFS
231
GYL Financial Synergies
Connecticut
$3.59M +$134K +2,429 +4%
KA
232
Keene & Associates
Texas
$3.58M -$19.3K -351 -0.5%
GHAM
233
Gilman Hill Asset Management
Connecticut
$3.57M +$227K +4,135 +7%
KeyBank National Association
234
KeyBank National Association
Ohio
$3.55M +$60.2K +1,095 +2%
CC
235
Courier Capital
New York
$3.52M -$11.5K -210 -0.3%
AI
236
Atria Investments
North Carolina
$3.5M -$648K -11,776 -16%
PAG
237
Private Advisor Group
New Jersey
$3.48M +$76.8K +1,396 +2%
VPIM
238
Vanguard Personalized Indexing Management
California
$3.45M +$574K +10,512 +20%
AW
239
Apricus Wealth
South Carolina
$3.4M -$164K -2,990 -5%
PCG
240
Prosperity Consulting Group
Maryland
$3.37M -$757K -13,770 -18%
LCM
241
Logan Capital Management
Pennsylvania
$3.37M -$122K -2,213 -3%
RA
242
Royce & Associates
New York
$3.35M – – –
SAM
243
Smithbridge Asset Management
Pennsylvania
$3.32M +$142K +2,582 +4%
BB
244
Berkshire Bank
Massachusetts
$3.29M -$138K -2,502 -4%
AP
245
Arlington Partners
Alabama
$3.29M -$157K -2,847 -5%
CSPAM
246
Cary Street Partners Asset Management
Virginia
$3.29M +$96.8K +1,761 +3%
NW
247
Naviter Wealth
Arkansas
$3.24M +$137K +2,492 +4%
DWM
248
Dakota Wealth Management
Florida
$3.23M -$63K -1,145 -2%
OPA
249
Old Port Advisors
Maine
$3.19M +$41.5K +755 +1%
SI
250
Stephens Inc
Arkansas
$3.18M -$188K -3,412 -6%
8 9
10
11 12