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Unilever
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Overview Fund Activity

1,105 hedge funds and large institutions have $12.2B invested in Unilever in 2023 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 287 increasing their positions, 519 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,105
Holders Change
+41
Holders Change %
+3.85%
% of All Funds
16.2%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
128
Increased
287
Reduced
519
Closed
69
Calls
$157M
Puts
$111M
Net Calls
+$46.1M
Net Calls Change
+$16.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$368M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$56.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$54M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$46.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.4M

Top Sellers

1
CCM
Cullen Capital Management
New York
-$69M
2
Bank of America
Bank of America
North Carolina
-$67.1M
3
BlackRock
BlackRock
New York
-$63.7M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$55.6M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$44.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
276
Naples Global Advisors
Florida
$2.7M -$21.8K -450 -0.8%
LNWWM
277
Laird Norton Wetherby Wealth Management
California
$2.67M -$268K -5,538 -9%
SI
278
Stephens Inc
Arkansas
$2.66M -$65.2K -1,345 -2%
RhumbLine Advisers
279
RhumbLine Advisers
Massachusetts
$2.62M +$7.22K +149 +0.3%
PAS
280
Park Avenue Securities
New York
$2.59M -$137K -2,832 -5%
PGFC
281
Peapack-Gladstone Financial Corp
New Jersey
$2.58M +$56.4K +1,163 +2%
Charles Schwab
282
Charles Schwab
California
$2.58M +$86K +1,773 +3%
AAM
283
Advisors Asset Management
Colorado
$2.51M -$75.3K -1,554 -3%
SCTC
284
Sanibel Captiva Trust Company
Florida
$2.5M +$2.5M +51,518 New
CG
285
Caprock Group
Idaho
$2.47M -$546K -11,266 -18%
BFS
286
Bard Financial Services
Connecticut
$2.46M -$25.5K -525 -1%
BHWM
287
Bar Harbor Wealth Management
New Hampshire
$2.44M +$66K +1,362 +3%
BFA
288
Benedict Financial Advisors
Georgia
$2.44M -$3.44K -71 -0.1%
PRS
289
Pinkerton Retirement Specialists
Idaho
$2.43M -$91.3K -1,884 -4%
AP
290
Arlington Partners
Alabama
$2.43M -$376K -7,749 -13%
CICC
291
Capital Investment Counsel (Colorado)
Colorado
$2.43M +$2.43M +50,025 New
GT
292
Glenmede Trust
Pennsylvania
$2.42M +$96.4K +1,989 +4%
GRQ
293
Gardner Russo & Quinn
Pennsylvania
$2.42M -$2.4M -49,411 -50%
AWM
294
Allen Wealth Management
North Carolina
$2.42M +$2.42M +49,820 New
MWM
295
Meridian Wealth Management
Kentucky
$2.41M +$2.41M +49,704 New
KGC
296
Kennon-Green & Company
Ohio
$2.39M -$485K -10,001 -17%
TNB
297
Thomasville National Bank
Georgia
$2.39M +$36.6K +754 +2%
Mirae Asset Global Investments
298
Mirae Asset Global Investments
South Korea
$2.38M +$132K +2,728 +6%
AT
299
Arvest Trust
Oklahoma
$2.37M -$214K -4,418 -8%
CA
300
Callahan Advisors
Texas
$2.36M – – –
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