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Unilever
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Overview Fund Activity

1,089 hedge funds and large institutions have $12.5B invested in Unilever in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 408 increasing their positions, 417 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,089
Holders Change
-16
Holders Change %
-1.45%
% of All Funds
15.78%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
89
Increased
408
Reduced
417
Closed
93
Calls
$140M
Puts
$80.5M
Net Calls
+$59.4M
Net Calls Change
+$13.3M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$175M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$94.6M
3
EIC
Equity Investment Corp
Georgia
+$75.5M
4
Millennium Management
Millennium Management
New York
+$58.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$57.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$421M
2
MNG
Manning & Napier Group
New York
-$158M
3
BlackRock
BlackRock
New York
-$67.5M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$46.1M
5
Northern Trust
Northern Trust
Illinois
-$30.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
576
Modern Wealth Management
Kansas
$560K +$560K +11,165 New
MCM
577
Manchester Capital Management
Vermont
$559K – – –
NI
578
Nuance Investments
Missouri
$551K +$551K +10,987 New
RG
579
Rathbones Group
United Kingdom
$548K -$23.3K -463 -4%
SGA
580
Strategic Global Advisors
California
$543K -$4.62K -92 -0.8%
IWM
581
IHT Wealth Management
Illinois
$543K +$21.2K +422 +4%
LIM
582
Leavell Investment Management
Alabama
$540K -$29.5K -589 -5%
SCA
583
Sandy Cove Advisors
Massachusetts
$538K +$27.1K +540 +5%
ONST
584
Old North State Trust
North Carolina
$535K +$535K +10,654 New
TIAA Trust, National Association
585
TIAA Trust, National Association
North Carolina
$532K -$13.8K -274 -3%
PI
586
PFG Investments
New York
$531K +$143K +2,844 +37%
PFS
587
Physicians Financial Services
North Carolina
$530K – – –
KWM
588
Kingsview Wealth Management
Oregon
$529K -$94.4K -1,881 -15%
FOA
589
Five Oceans Advisors
California
$528K -$50 -1 -0%
PWM
590
Perigon Wealth Management
California
$527K +$126K +2,515 +31%
TCPW
591
Twin City Private Wealth
North Carolina
$526K +$526K +10,473 New
PWP
592
Principle Wealth Partners
Connecticut
$524K – – –
GWAG
593
Garrett Wealth Advisory Group
Texas
$523K +$1.71K +34 +0.3%
SIG
594
Sky Investment Group
Connecticut
$523K -$13.3K -265 -2%
RFG
595
Range Financial Group
Oregon
$522K +$68.9K +1,372 +15%
CAM
596
Cozad Asset Management
Illinois
$512K -$43.6K -869 -8%
AFP
597
Ausdal Financial Partners
Iowa
$512K +$652 +13 +0.1%
PAA
598
Peregrine Asset Advisers
Oregon
$511K – – –
WFAG
599
Wescott Financial Advisory Group
Pennsylvania
$510K -$44.1K -878 -8%
FW
600
FirstPurpose Wealth
Utah
$509K +$77.1K +1,614 +18%
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