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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 %
SWP
651
Strategic Wealth Partners
Ohio
$444K -$1.47M -30,311 -77%
WFI
652
West Family Investments
California
$442K +$39.5K +814 +10%
EGM
653
Engineers Gate Manager
New York
$441K +$19.6K +405 +5%
FW
654
FirstPurpose Wealth
Utah
$439K -$32.5K -671 -7%
RFG
655
Range Financial Group
Oregon
$438K -$70.9K -1,463 -14%
MCC
656
Malaga Cove Capital
California
$436K +$26.2K +541 +6%
AIM
657
Allen Investment Management
New York
$435K +$17K +351 +4%
CICI
658
Capital Investment Counsel Inc
North Carolina
$431K – – –
RCI
659
RS Crum Inc
California
$430K +$48 +1 +0%
ST
660
Spinnaker Trust
Maine
$428K – – –
WJWM
661
Williams Jones Wealth Management
New York
$428K -$22.8K -471 -5%
NCFG
662
New Century Financial Group
New Jersey
$426K +$426K +8,788 New
FFO
663
Fiduciary Family Office
Florida
$426K +$426K +8,779 New
CA
664
Continuum Advisory
Idaho
$425K -$153K -3,146 -26%
AC
665
AXQ Capital
New Jersey
$422K +$422K +8,700 New
CNBT
666
Canandaigua National Bank & Trust
New York
$421K -$34.5K -711 -8%
AFG
667
Atomi Financial Group
New York
$419K +$419K +8,653 New
TFA
668
Tranquilli Financial Advisor
New Jersey
$415K -$27K -557 -6%
SVWAG
669
Sound View Wealth Advisors Group
Georgia
$413K -$9.7K -200 -2%
GT
670
Greenleaf Trust
Michigan
$412K -$712K -14,696 -63%
CCB
671
Country Club Bank
Missouri
$412K +$46.3K +955 +13%
GWCM
672
Godshalk Welsh Capital Management
Pennsylvania
$411K -$239K -4,940 -37%
CC
673
Chicago Capital
Illinois
$409K – – –
MW
674
Marcum Wealth
Ohio
$407K -$248K -5,108 -38%
SRC
675
Sage Rhino Capital
California
$407K -$32.1K -662 -7%
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