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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 %
KMWM
676
Keudell/Morrison Wealth Management
Oregon
$405K -$85.2K -1,757 -17%
BSW
677
Buckingham Strategic Wealth
Missouri
$405K +$25.1K +518 +7%
CP
678
Covenant Partners
Tennessee
$403K – – –
HAIM
679
Hunter Associates Investment Management
Pennsylvania
$399K – – –
WA
680
WealthTrust Axiom
Pennsylvania
$395K +$22K +453 +6%
PWP
681
Phillips Wealth Planners
Mississippi
$395K -$332K -7,045 -46%
CIA
682
Cladis Investment Advisory
Montana
$388K +$135K +2,787 +53%
PWM
683
Perigon Wealth Management
California
$387K -$39.6K -817 -9%
SCP
684
Sivia Capital Partners
California
$387K +$387K +7,989 New
AI
685
Atom Investors
Texas
$386K +$386K +7,963 New
OIA
686
OneDigital Investment Advisors
Kansas
$383K +$383K +7,906 New
CIA
687
Cohen Investment Advisors
New Hampshire
$379K -$28K -577 -7%
FCH
688
Freestone Capital Holdings
Washington
$379K -$17.9K -369 -5%
PI
689
PFG Investments
New York
$375K +$8.44K +174 +2%
PSP
690
Principal Street Partners
Tennessee
$371K -$371K -7,660 -50%
SC
691
SouthState Corp
Florida
$371K – – –
PP
692
PDS Planning
Ohio
$370K -$59.2K -1,222 -14%
CSIC
693
Clifford Swan Investment Counsel
California
$370K -$3.05K -63 -0.8%
RP
694
Riverwater Partners
Wisconsin
$370K – – –
GL
695
Graypoint LLC
New York
$370K -$27.1K -560 -7%
DWM
696
Drive Wealth Management
Utah
$368K -$111K -2,294 -23%
AC
697
Abbrea Capital
California
$364K -$24.2K -500 -6%
SC
698
Searle & Co
Connecticut
$364K +$24.2K +500 +7%
FCM
699
Fourpath Capital Management
Oklahoma
$361K -$277K -5,722 -43%
LCWP
700
Legacy Capital Wealth Partners
Arkansas
$361K -$75.1K -1,550 -17%
26 27
28
29 30