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Unilever
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Overview Fund Activity

685 hedge funds and large institutions have $5.55B invested in Unilever in 2020 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 243 increasing their positions, 244 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
+8
Holders Change %
+1.18%
% of All Funds
13.86%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.24%
New
68
Increased
243
Reduced
244
Closed
47
Calls
$29.5M
Puts
$42.2M
Net Calls
-$12.7M
Net Calls Change
+$6.47M

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$47M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$46.8M
3
SRIM
Saratoga Research & Investment Management
California
+$22.7M
4
Jane Street
Jane Street
New York
+$21.9M
5
Capital International Investors
Capital International Investors
California
+$21.7M

Top Sellers

1
ST
Sabal Trust
Florida
-$29.9M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$21.6M
3
Morgan Stanley
Morgan Stanley
New York
-$19.6M
4
FMI
Fiduciary Management Inc
Wisconsin
-$18.5M
5
DWA
Douglass Winthrop Advisors
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
301
TrinityPoint Wealth
Connecticut
$908K +$9.44K +153 +1%
FFS
302
Founders Financial Securities
Maryland
$906K -$43.7K -708 -5%
Allianz Asset Management
303
Allianz Asset Management
Germany
$896K +$30.3K +491 +3%
LIM
304
Leavell Investment Management
Alabama
$884K -$33.6K -545 -4%
PVWM
305
Point View Wealth Management
New Jersey
$871K -$14.8K -240 -2%
FT
306
Fiduciary Trust
Massachusetts
$862K +$10.4K +169 +1%
GWAG
307
Garrett Wealth Advisory Group
Texas
$838K -$43.9K -711 -5%
GCM
308
Galibier Capital Management
Ontario, Canada
$827K – – –
Prudential Financial
309
Prudential Financial
New Jersey
$826K +$202K +3,277 +32%
PMG
310
ProVise Management Group
Florida
$803K +$10.8K +175 +1%
BDS
311
Banco de Sabadell
Florida
$786K +$25.3K +410 +3%
WF
312
Welch & Forbes
Massachusetts
$785K – – –
CFGS
313
Concourse Financial Group Securities
Alabama
$777K +$232K +3,761 +43%
ASN
314
Advisory Services Network
Georgia
$770K +$62.4K +1,011 +9%
CG
315
Caprock Group
Idaho
$765K +$54.1K +877 +8%
IPW
316
Inlet Private Wealth
Florida
$760K +$67.7K +1,098 +10%
TIA
317
Traphagen Investment Advisors
New Jersey
$759K +$759K +3,855 New
WI
318
WrapManager Inc
California
$758K -$39.4K -639 -5%
AF
319
AMG Funds
Connecticut
$753K -$25.9K -420 -3%
Pacer Advisors
320
Pacer Advisors
Pennsylvania
$729K +$729K +11,826 New
VPIM
321
Vanguard Personalized Indexing Management
California
$728K +$235K +3,814 +48%
AWM
322
Aevitas Wealth Management
Massachusetts
$723K +$1.79K +29 +0.2%
CCA
323
Cobblestone Capital Advisors
New York
$723K +$197K +3,188 +37%
CIBC Private Wealth Group
324
CIBC Private Wealth Group
Georgia
$712K +$712K +12,974 New
CFB
325
Cullen/Frost Bankers
Texas
$711K -$141K -2,292 -17%
11 12
13
14 15