UL icon

Unilever
UL

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 %
PS
426
Principal Securities
Iowa
$1.13M +$1.13M +23,321 New
CIAS
427
Capital Investment Advisory Services
North Carolina
$1.13M -$19.2K -397 -2%
WF
428
Welch & Forbes
Massachusetts
$1.11M -$24.2K -500 -2%
CCA
429
Catalyst Capital Advisors
New York
$1.1M – – –
GLR
430
Great Lakes Retirement
Ohio
$1.1M -$36.6K -755 -3%
BCWM
431
Bartlett & Co Wealth Management
Ohio
$1.1M -$116K -2,403 -10%
BC
432
Bartlett & Co
Ohio
$1.1M -$116K -2,403 -10%
FF
433
Fluent Financial
Texas
$1.1M -$76.2K -1,571 -7%
GC
434
Guggenheim Capital
Illinois
$1.08M -$136K -2,811 -11%
GAM
435
Griffin Asset Management
New York
$1.08M -$2.91K -60 -0.3%
CNFG
436
Creegan & Nassoura Financial Group
New Hampshire
$1.08M -$80K -1,650 -7%
1832 Asset Management
437
1832 Asset Management
Ontario, Canada
$1.08M -$54.4K -1,122 -5%
QI
438
Qtron Investments
Massachusetts
$1.07M -$234K -4,828 -18%
SF
439
Synovus Financial
Georgia
$1.07M +$5.48K +113 +0.5%
ACM
440
AUA Capital Management
Pennsylvania
$1.07M – – –
RCM
441
Radnor Capital Management
Pennsylvania
$1.06M -$77.6K -1,601 -7%
AWE
442
Avidian Wealth Enterprises
Texas
$1.05M +$10.5K +216 +1%
PFS
443
Prospera Financial Services
Texas
$1.04M +$109K +2,243 +12%
KFGK
444
Keystone Financial Group (Kentucky)
Kentucky
$1.04M +$20.2K +416 +2%
ORG
445
Optimist Retirement Group
Washington
$1.04M +$1.04M +21,463 New
DADC
446
D.A. Davidson & Co
Montana
$1.04M +$107K +2,209 +12%
TWC
447
TD Waterhouse Canada
Ontario, Canada
$1.03M -$522K -10,374 -34%
WPW
448
Waldron Private Wealth
Pennsylvania
$1.03M +$18.1K +374 +2%
SWP
449
Stratos Wealth Partners
Ohio
$1.02M -$2.76K -57 -0.3%
TBA
450
Tower Bridge Advisors
Pennsylvania
$1.01M -$33.9K -700 -3%
16 17
18
19 20