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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 %
FGAM
376
Financial Gravity Asset Management
Texas
$1.52M +$1.52M +31,381 New
KIA
377
KCM Investment Advisors
California
$1.51M -$28.1K -580 -2%
OSNBOA
378
Old Second National Bank of Aurora
Illinois
$1.5M -$118K -2,441 -7%
CM
379
Columbus Macro
Pennsylvania
$1.48M +$1.17K +24 +0.1%
DCM
380
Delta Capital Management
New Jersey
$1.48M -$10.9K -225 -0.7%
RC
381
RBF Capital
California
$1.45M – – –
NW
382
NewEdge Wealth
Pennsylvania
$1.45M +$642K +13,234 +80%
SIAG
383
Signet Investment Advisory Group
Rhode Island
$1.44M +$69.2K +1,428 +5%
JWM
384
JPL Wealth Management
Colorado
$1.43M +$1.43M +29,513 New
BTWM
385
Baker Tilly Wealth Management
Wisconsin
$1.43M +$89.1K +1,837 +7%
SGC
386
Slocum, Gordon & Co
Rhode Island
$1.42M -$5.62K -116 -0.4%
WTC
387
WhitTier Trust Company
Nevada
$1.41M -$21.6K -446 -2%
PHIMC
388
Private Harbour Investment Management & Counsel
Ohio
$1.4M -$99.2K -2,046 -7%
NHC
389
Nicholas Hoffman & Company
Georgia
$1.4M -$46.7K -963 -3%
CI
390
Ceera Investments
Texas
$1.39M -$289K -5,960 -17%
CB
391
Commerce Bank
Missouri
$1.38M – – –
ACM
392
Ategra Capital Management
Virginia
$1.36M -$136K -2,811 -9%
IIA
393
ICW Investment Advisors
Arizona
$1.35M +$33.8K +698 +3%
MYIA
394
Mount Yale Investment Advisors
Colorado
$1.35M +$35.1K +723 +3%
CQS
395
Credential Qtrade Securities
$1.33M -$136K -2,803 -9%
RWM
396
Ritholtz Wealth Management
New York
$1.32M +$131K +2,698 +11%
IB
397
Intrust Bank
Kansas
$1.31M -$95.9K -1,978 -7%
CA
398
Cetera Advisors
Colorado
$1.3M +$13.3K +275 +1%
BMM
399
Buffington Mohr McNeal
Idaho
$1.3M +$79K +1,630 +6%
VA
400
Vident Advisory
Georgia
$1.3M +$110K +2,260 +9%
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