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Unilever

1,081 hedge funds and large institutions have $13.2B invested in Unilever in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 403 increasing their positions, 405 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,081
Holders Change
-21
Holders Change %
-1.91%
% of All Funds
17.05%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.27%
New
72
Increased
403
Reduced
405
Closed
82
Calls
$184M
Puts
$170M
Net Calls
+$13.9M
Net Calls Change
-$65.9M
Name Holding Trade Value Shares
Change
Shares
Change %
WI
626
WrapManager Inc
California
$493K +$52K +997 +12%
PP
627
PDS Planning
Ohio
$491K -$10.1K -193 -2%
MG
628
Mather Group
Illinois
$487K -$24.6K -471 -5%
Luther King Capital Management (LKCM)
629
Luther King Capital Management (LKCM)
Texas
$486K -$32K -614 -6%
DIA
630
Dana Investment Advisors
Wisconsin
$485K +$5.79K +111 +1%
Bessemer Group
631
Bessemer Group
New Jersey
$482K +$107K +2,059 +29%
PFG
632
PAX Financial Group
Texas
$482K -$13.2K -253 -3%
VCM
633
Vigilant Capital Management
Maine
$479K -$186K -3,561 -28%
TCA
634
Transcend Capital Advisors
New Jersey
$478K +$54.5K +1,046 +13%
HSBC Holdings
635
HSBC Holdings
United Kingdom
$473K +$64.7K +1,241 +16%
SWP
636
Stratos Wealth Partners
Ohio
$472K +$88.1K +1,690 +23%
CWP
637
Capital Wealth Planning
Florida
$472K -$14.8K -283 -3%
PCM
638
Penserra Capital Management
California
$472K -$14.8K -283 -3%
KWM
639
Kingsview Wealth Management
Oregon
$472K +$11.2K +215 +2%
BTW
640
Boston Trust Walden
Massachusetts
$469K
LCGC
641
Legacy Capital Group California
California
$467K +$264K +5,056 +130%
RGF
642
Retirement Guys Formula
Ohio
$466K -$13.2K -254 -3%
BDFN
643
Bond & Devick Financial Network
Minnesota
$465K
GL
644
Graypoint LLC
New York
$465K -$131K -2,519 -22%
WJWM
645
Williams Jones Wealth Management
New York
$463K -$51.5K -987 -10%
SRC
646
Sage Rhino Capital
California
$461K -$13.6K -261 -3%
ST
647
Spinnaker Trust
Maine
$461K
OP
648
ORG Partners
Indiana
$459K +$459K +8,804 New
CIA
649
Cohen Investment Advisors
New Hampshire
$456K +$3.39K +65 +0.7%
DI
650
DFPG Investments
Utah
$453K +$39.7K +752 +10%