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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 %
BP
501
Ballentine Partners
Massachusetts
$777K +$123K +2,544 +19%
GS
502
GTS Securities
New York
$776K -$22.8K -471 -3%
BDS
503
Banco de Sabadell
Florida
$775K -$1.99K -41 -0.3%
IWC
504
Integrated Wealth Concepts
Massachusetts
$771K -$234K -4,832 -23%
DTL
505
Dynamic Technology Lab
Singapore
$771K +$771K +15,912 New
DI
506
DFPG Investments
Utah
$770K -$19.3K -397 -2%
AWC
507
Abundance Wealth Counselors
Pennsylvania
$769K +$83K +1,712 +12%
RC
508
Roundview Capital
New Jersey
$768K -$56.4K -1,164 -7%
BWM
509
BCGM Wealth Management
Indiana
$767K +$34.2K +706 +5%
HNB
510
Huntington National Bank
Ohio
$762K -$2.67K -55 -0.3%
RMAM
511
Raab & Moskowitz Asset Management
New Jersey
$758K -$72.4K -1,494 -9%
AWM
512
Avior Wealth Management
Nebraska
$757K +$145 +3 +0%
EFS
513
Essex Financial Services
Connecticut
$755K -$28.2K -582 -4%
IDBONY
514
Israel Discount Bank of New York
New York
$752K – – –
LCM
515
LCM Capital Management
Illinois
$751K +$2.62K +54 +0.3%
ONB
516
Old National Bancorp
Indiana
$742K -$42.9K -885 -5%
TWD
517
True Wealth Design
Ohio
$736K +$12.1K +249 +2%
SFA
518
Semmax Financial Advisors
North Carolina
$734K +$28.4K +567 +4%
LCM
519
Leisure Capital Management
California
$732K -$277K -5,705 -27%
MPAM
520
Murphy Pohlad Asset Management
Minnesota
$731K – – –
CB
521
Cadence Bank
Mississippi
$731K -$36.2K -746 -5%
AWM
522
Aberdeen Wealth Management
Illinois
$727K – – –
LOIM
523
Liberty One Investment Management
Illinois
$722K -$47.3K -975 -6%
CIA
524
Concurrent Investment Advisors
Florida
$721K +$721K +14,866 New
DG
525
DMC Group
Alabama
$714K -$35.9K -740 -5%
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