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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 %
ACI
426
AMP Capital Investors
Australia
$344K +$52.5K +849 +18%
IWP
427
Icon Wealth Partners
Texas
$343K -$48.2K -783 -12%
PIA
428
Pinion Investment Advisors
Kansas
$343K – – –
FWM
429
Frontier Wealth Management
Missouri
$341K – – –
IIA
430
IPG Investment Advisors
California
$340K – – –
EIP
431
Epoch Investment Partners
New York
$340K -$26K -421 -7%
GWM
432
Geneos Wealth Management
Colorado
$336K -$304 -5 -0.1%
SHWM
433
Smith & Howard Wealth Management
Georgia
$333K – – –
LNWWM
434
Laird Norton Wetherby Wealth Management
California
$332K -$60K -971 -15%
SPC
435
Sigma Planning Corp
Michigan
$331K +$12K +195 +4%
MPAM
436
Murphy Pohlad Asset Management
Minnesota
$330K – – –
WEC
437
Winslow Evans & Crocker
Massachusetts
$326K -$13.3K -216 -4%
PBC
438
Pavion Blue Capital
California
$325K – – –
CCM
439
Canal Capital Management
Virginia
$324K -$147K -2,386 -31%
FIM
440
Freedom Investment Management
Connecticut
$321K -$45.6K -739 -12%
TCM
441
Telos Capital Management
California
$321K -$22.7K -367 -7%
EP
442
Eudaimonia Partners
Tennessee
$320K +$4.19K +68 +1%
TCPWM
443
Traverso Chambers Private Wealth Management
California
$319K +$17.1K +277 +6%
ACA
444
Anchor Capital Advisors
Massachusetts
$315K -$9.26K -150 -3%
CL
445
Choreo LLC
Illinois
$314K -$13.1K -212 -4%
Fayez Sarofim & Co
446
Fayez Sarofim & Co
Texas
$312K -$6.73K -109 -2%
SCM
447
Salem Capital Management
Massachusetts
$311K – – –
NFG
448
Next Financial Group
Texas
$310K +$310K +5,017 New
CLOS
449
Compagnie Lombard Odier SCmA
Switzerland
$302K – – –
AWM
450
Absher Wealth Management
North Carolina
$300K -$1.42K -23 -0.5%
16 17
18
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