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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 %
PFG
576
PAX Financial Group
Texas
$559K +$105K +2,073 +23%
CL
577
Choreo LLC
Illinois
$558K +$199K +4,115 +56%
NA
578
Navellier & Associates
Nevada
$557K – – –
RG
579
Rathbones Group
United Kingdom
$551K -$60.6K -1,250 -10%
LIM
580
Leavell Investment Management
Alabama
$550K -$13.6K -281 -2%
CFGS
581
Concourse Financial Group Securities
Alabama
$550K -$1.36K -28 -0.2%
TBWA
582
Three Bridge Wealth Advisors
California
$550K -$1.1M -22,710 -67%
AA
583
Altman Advisors
Illinois
$544K -$739K -15,250 -58%
Balyasny Asset Management
584
Balyasny Asset Management
Illinois
$543K +$543K +11,201 New
Squarepoint
585
Squarepoint
New York
$542K +$542K +11,181 New
CCM
586
Coldstream Capital Management
Washington
$541K +$541K +11,154 New
MCM
587
Manchester Capital Management
Vermont
$540K – – –
BC
588
Bridgefront Capital
Texas
$538K +$335K +6,904 +165%
CAM
589
Cozad Asset Management
Illinois
$537K – – –
WFAG
590
Wescott Financial Advisory Group
Pennsylvania
$535K – – –
SGA
591
Strategic Global Advisors
California
$529K -$7.9K -163 -1%
TIAA Trust, National Association
592
TIAA Trust, National Association
North Carolina
$528K -$28.2K -582 -5%
PPC
593
Park Place Capital
Alabama
$527K -$247K -5,095 -32%
IP
594
Ignite Planners
California
$525K -$39.8K -821 -7%
BHPW
595
Beverly Hills Private Wealth
California
$524K -$165K -3,394 -24%
SW
596
SVB Wealth
Massachusetts
$522K -$82.1K -1,694 -14%
PFGIA
597
Patriot Financial Group Insurance Agency
Massachusetts
$521K +$129K +2,666 +33%
SIG
598
Sky Investment Group
Connecticut
$518K -$57.7K -1,190 -10%
CWM
599
Chemistry Wealth Management
New York
$517K -$48.5K -1,000 -9%
BONST
600
Bank of Nova Scotia Trust
Ontario, Canada
$514K – – –
22 23
24
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