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Unilever
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Overview Fund Activity

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

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$82.4M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$75.8M
3
CCM
Cullen Capital Management
New York
+$68.6M
4
Millennium Management
Millennium Management
New York
+$55.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$38.5M

Top Sellers

1
IPAM
ICICI Prudential Asset Management
India
-$65.8M
2
GRQ
Gardner Russo & Quinn
Pennsylvania
-$62.9M
3
FMI
Fiduciary Management Inc
Wisconsin
-$47M
4
Invesco
Invesco
Georgia
-$24.1M
5
Stifel Financial
Stifel Financial
Missouri
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
626
Beaumont Asset Management
Texas
$511K -$16.6K -319 -3%
TCPWM
627
Traverso Chambers Private Wealth Management
California
$510K -$12.1K -233 -2%
MG
628
Mather Group
Illinois
$509K +$221K +4,256 +77%
CNBT
629
Canandaigua National Bank & Trust
New York
$506K +$506K +9,745 New
FG
630
Fiduciary Group
Georgia
$506K -$35K -674 -6%
BIP
631
Blueprint Investment Partners
North Carolina
$505K +$262K +5,043 +108%
LP
632
LGL Partners
Pennsylvania
$504K – – –
ACM
633
Ativo Capital Management
Illinois
$504K +$504K +9,700 New
AF
634
Allworth Financial
California
$501K +$8.72K +168 +2%
PP
635
PDS Planning
Ohio
$499K +$105K +2,020 +27%
RCI
636
RS Crum Inc
California
$496K -$72.9K -1,404 -13%
KFSC
637
Keystone Financial Services (Colorado)
Colorado
$494K -$4.73K -91 -0.9%
JIP
638
Jaffetilchin Investment Partners
Florida
$493K +$493K +9,497 New
PFG
639
PAX Financial Group
Texas
$493K -$24.4K -469 -5%
E
640
Ergoteles
New York
$493K +$493K +9,488 New
HIMCH
641
Hartford Investment Management Co (HIMCO)
Connecticut
$491K – – –
CWP
642
Capital Wealth Planning
Florida
$485K +$485K +9,339 New
CIA
643
Cladis Investment Advisory
Montana
$485K +$156K +3,001 +47%
PCM
644
Penserra Capital Management
California
$484K +$352K +6,792 +267%
WCM Investment Management
645
WCM Investment Management
California
$481K +$5.97K +115 +1%
SVWAG
646
Sound View Wealth Advisors Group
Georgia
$479K +$36.9K +711 +8%
DIA
647
Dana Investment Advisors
Wisconsin
$478K -$92.1K -1,773 -16%
RGF
648
Retirement Guys Formula
Ohio
$477K +$2.65K +51 +0.6%
SG
649
Stonnington Group
California
$477K +$130K +2,401 +37%
CPWA
650
Cerro Pacific Wealth Advisors
California
$477K +$165K +3,180 +53%
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