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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 %
KPWS
301
Kestra Private Wealth Services
Texas
$2.35M +$851K +17,563 +57%
QOP
302
Quinn Opportunity Partners
Virginia
$2.33M +$2.04M +42,000 +700%
Deutsche Bank
303
Deutsche Bank
Germany
$2.32M +$1.41K +29 +0.1%
FT
304
Fiduciary Trust
Massachusetts
$2.32M +$128K +2,631 +6%
Capstone Investment Advisors
305
Capstone Investment Advisors
New York
$2.27M +$2.27M +46,862 New
MA
306
Mutual Advisors
Nebraska
$2.26M +$557K +11,484 +33%
AI
307
Arvest Investments
Arkansas
$2.23M +$2.23M +45,946 New
ASN
308
Advisory Services Network
Georgia
$2.21M -$289K -5,964 -12%
SFG
309
SevenBridge Financial Group
Pennsylvania
$2.21M -$18.2K -376 -0.8%
LWMM
310
Legacy Wealth Management (Mississippi)
Mississippi
$2.15M -$14.8K -305 -0.7%
YCM
311
Yousif Capital Management
Michigan
$2.13M +$128K +2,630 +6%
MC
312
Moors & Cabot
Massachusetts
$2.12M +$41.3K +852 +2%
VPIM
313
Vanguard Personalized Indexing Management
California
$2.12M -$187K -3,860 -8%
WWA
314
WCG Wealth Advisors
Nevada
$2.12M -$557K -11,491 -21%
TYCC
315
Texas Yale Capital Corp
Florida
$2.1M -$46.3K -955 -2%
FC
316
FORA Capital
Florida
$2.09M +$2.09M +43,180 New
CIP
317
Capital Insight Partners
Arizona
$2.09M -$31.8K -655 -1%
KFP
318
Keystone Financial Planning
Ohio
$2.08M +$73.9K +1,525 +4%
WEG
319
World Equity Group
Illinois
$2.07M -$57.3K -1,182 -3%
PA
320
Pinnacle Associates
New York
$2.06M -$70.9K -1,462 -3%
BB
321
Bell Bank
North Dakota
$2.04M +$101K +2,074 +5%
FC
322
Forte Capital
New York
$2.02M -$83.9K -1,730 -4%
BL
323
Balentine LLC
Georgia
$2.01M +$535K +11,031 +36%
TCOV
324
Trust Company of Vermont
Vermont
$2.01M -$371K -7,652 -16%
AIM
325
Anchor Investment Management
South Carolina
$2.01M +$133K +2,750 +7%
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