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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 %
Nuveen Asset Management
551
Nuveen Asset Management
Illinois
$628K +$216K +4,451 +52%
AAS
552
Ameritas Advisory Services
Nebraska
$627K +$15.6K +320 +3%
NSIM
553
North Star Investment Management
Illinois
$627K – – –
Wolverine Trading
554
Wolverine Trading
Illinois
$625K -$508K -10,485 -45%
DP
555
Dearborn Partners
Illinois
$622K -$46.7K -964 -7%
FCA
556
FLC Capital Advisors
California
$619K +$78.6K +1,622 +15%
RSWM
557
Robertson Stephens Wealth Management
California
$617K +$43.8K +903 +8%
LP
558
LGL Partners
Pennsylvania
$614K – – –
SPC
559
Sigma Planning Corp
Michigan
$612K -$1.56M -32,222 -72%
RIA
560
Realta Investment Advisors
Delaware
$605K -$510K -10,526 -46%
GRP
561
Global Retirement Partners
California
$603K -$36.4K -755 -6%
KWM
562
Kingsview Wealth Management
Oregon
$602K -$21.5K -444 -3%
WA
563
Wambolt & Associates
Colorado
$601K -$176K -3,629 -23%
JWM
564
Jeppson Wealth Management
California
$595K -$40K -825 -6%
WWP
565
WR Wealth Planners
Missouri
$592K +$69.4K +1,432 +13%
LFA
566
Legacy Financial Advisors
Kentucky
$590K -$157K -3,237 -21%
SYBT
567
Stock Yards Bank & Trust
Kentucky
$584K -$6.35K -131 -1%
DBRC
568
D.B. Root & Company
Pennsylvania
$579K -$162K -3,335 -22%
SCM
569
Shelton Capital Management
Colorado
$577K -$3.01K -62 -0.5%
LSAG
570
Lake Street Advisors Group
New Hampshire
$576K -$2.33K -48 -0.4%
GT
571
Glenview Trust
Kentucky
$574K -$291 -6 -0.1%
CT
572
Colonial Trust
South Carolina
$568K +$180K +3,719 +47%
ECM
573
Evergreen Capital Management
Washington
$566K -$37.3K -770 -6%
DWA
574
Douglass Winthrop Advisors
New York
$561K – – –
IP
575
Intellectus Partners
California
$560K +$44K +908 +9%
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