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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 %
AF
601
Allworth Financial
California
$504K +$16.6K +330 +3%
MSAM
602
Moloney Securities Asset Management
Missouri
$501K -$4.32K -86 -0.9%
CTC
603
Central Trust Company
Missouri
$498K – – –
RDWM
604
Red Door Wealth Management
Tennessee
$495K +$5.02K +100 +1%
KFSC
605
Keystone Financial Services (Colorado)
Colorado
$494K -$1.76K -35 -0.4%
PAG
606
Powers Advisory Group
Illinois
$486K -$31K -618 -6%
Kovitz Investment Group Partners
607
Kovitz Investment Group Partners
Illinois
$485K -$28.1K -559 -5%
RP
608
Riverwater Partners
Wisconsin
$483K +$100K +1,996 +26%
PWP
609
Phillips Wealth Planners
Mississippi
$483K +$93.7K +2,017 +24%
MW
610
Marcum Wealth
Ohio
$481K +$59.7K +1,189 +14%
BGC
611
Beutel, Goodman & Co
Ontario, Canada
$481K +$166K +3,320 +53%
BMCM
612
Bryn Mawr Capital Management
Pennsylvania
$480K -$1.41K -28 -0.3%
AP
613
Advisors Preferred
Maryland
$480K +$480K +9,626 New
CWM
614
Chemistry Wealth Management
New York
$479K -$56.2K -1,120 -11%
WJWM
615
Williams Jones Wealth Management
New York
$475K +$32.1K +640 +7%
RC
616
RBO & Co
California
$471K -$30.1K -600 -6%
IF
617
Intrua Financial
Texas
$468K -$13.5K -269 -3%
PTC
618
Private Trust Company
Ohio
$468K -$8.83K -176 -2%
IP
619
Ignite Planners
California
$468K -$72K -1,444 -13%
SW
620
SVB Wealth
Massachusetts
$467K -$73.7K -1,468 -14%
ATPW
621
Ashton Thomas Private Wealth
Arizona
$466K +$94.1K +1,875 +25%
BFM
622
Boothbay Fund Management
New York
$464K +$464K +9,238 New
MG
623
Mather Group
Illinois
$463K +$8.68K +179 +2%
BDFN
624
Bond & Devick Financial Network
Minnesota
$462K -$4.12K -82 -0.9%
HNB
625
Hilltop National Bank
Wyoming
$460K +$460K +9,173 New
23 24
25
26 27