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Unilever

1,102 hedge funds and large institutions have $13.5B invested in Unilever in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 418 increasing their positions, 401 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,102
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
17.64%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
95
Increased
418
Reduced
401
Closed
69
Calls
$226M
Puts
$147M
Net Calls
+$79.8M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BIAS
576
Beacon Investment Advisory Services
New Jersey
$588K
WFAG
577
Wescott Financial Advisory Group
Pennsylvania
$586K +$10.3K +198 +2%
JIC
578
Joel Isaacson & Co
New York
$586K +$52 +1 +0%
GT
579
Glenview Trust
Kentucky
$579K +$27.7K +533 +5%
NW
580
NewEdge Wealth
Pennsylvania
$579K +$229K +4,411 +66%
AFP
581
Ausdal Financial Partners
Iowa
$577K +$4.83K +93 +0.8%
WSCM
582
Wellington Shields Capital Management
New York
$577K
CB
583
Cadence Bank
Mississippi
$576K -$75.8K -1,460 -12%
CIC
584
Carnegie Investment Counsel
Ohio
$575K +$158K +3,045 +38%
PFS
585
Physicians Financial Services
North Carolina
$571K
FCM
586
Fourpath Capital Management
Oklahoma
$568K +$312 +6 +0.1%
PAG
587
Powers Advisory Group
Illinois
$567K -$3.48K -67 -0.6%
NI
588
Nuance Investments
Missouri
$567K -$170K -3,273 -23%
AWP
589
Ascent Wealth Partners
New York
$564K -$424K -8,784 -43%
IWM
590
IHT Wealth Management
Illinois
$563K -$7.53K -145 -1%
GWAG
591
Garrett Wealth Advisory Group
Texas
$561K -$28.3K -544 -5%
EWM
592
EPG Wealth Management
Georgia
$560K +$234K +4,513 +72%
FFWA
593
FRG Family Wealth Advisors
Washington
$558K -$26K -500 -4%
DWM
594
Drive Wealth Management
Utah
$557K -$73.8K -1,422 -12%
ECG
595
Edge Capital Group
Georgia
$557K -$52 -1 -0%
GSEP
596
Golden State Equity Partners
California
$555K +$555K +10,696 New
CT
597
Coastline Trust
Rhode Island
$553K
LIM
598
Leavell Investment Management
Alabama
$551K -$7.58K -146 -1%
AAS
599
Ameritas Advisory Services
Nebraska
$550K -$9.97K -183 -2%
STA
600
Summit Trail Advisors
New York
$548K -$13.1K -252 -2%