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Unilever
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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 %
SW
276
Simplicity Wealth
New Jersey
$2.84M +$422K +7,669 +17%
BFG
277
Bleakley Financial Group
New Jersey
$2.84M +$422K +7,669 +17%
RJT
278
Raymond James Trust
Florida
$2.83M -$586K -10,658 -17%
LWCFA
279
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.8M -$20K -348 -0.7%
SWS
280
SYSTM Wealth Solutions
Illinois
$2.78M -$2.4M -43,567 -46%
AssetMark Inc
281
AssetMark Inc
California
$2.77M -$1.49M -27,023 -35%
SPIA
282
Steward Partners Investment Advisory
New York
$2.76M +$165K +3,004 +6%
HAS
283
HBW Advisory Services
California
$2.76M +$483K +8,792 +21%
BFA
284
Benedict Financial Advisors
Georgia
$2.74M -$20.7K -376 -0.7%
ERP
285
Eldred Rock Partners
Texas
$2.73M +$981K +17,845 +56%
TNB
286
Thomasville National Bank
Georgia
$2.73M -$7.26K -132 -0.3%
BHWM
287
Bar Harbor Wealth Management
New Hampshire
$2.67M -$81.3K -1,478 -3%
KGC
288
Kennon-Green & Company
Ohio
$2.66M -$91.1K -1,656 -3%
SFG
289
SevenBridge Financial Group
Pennsylvania
$2.62M -$19.9K -325 -0.8%
Deutsche Bank
290
Deutsche Bank
Germany
$2.61M -$47.3K -861 -2%
PGFC
291
Peapack-Gladstone Financial Corp
New Jersey
$2.6M -$159K -2,892 -6%
FTDI
292
First Trust Direct Indexing
Massachusetts
$2.6M -$304K -5,533 -10%
MOS
293
MGO One Seven
Ohio
$2.6M -$88.4K -1,608 -3%
BIC
294
Beach Investment Counsel
Pennsylvania
$2.54M -$839K -15,253 -25%
CA
295
Callahan Advisors
Texas
$2.54M -$5.66K -103 -0.2%
PBC
296
Pavion Blue Capital
California
$2.53M +$69.6K +1,265 +3%
AWM
297
Apollon Wealth Management
South Carolina
$2.52M -$174K -3,171 -6%
JIC
298
Johnson Investment Counsel
Ohio
$2.52M -$192K -3,485 -7%
AT
299
Arvest Trust
Oklahoma
$2.51M -$170K -3,089 -6%
MPM
300
Meritage Portfolio Management
Kansas
$2.5M -$55.3K -1,005 -2%
10 11
12
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