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Unilever
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Overview Fund Activity

1,051 hedge funds and large institutions have $13.4B invested in Unilever in 2020 Q4 according to their latest regulatory filings, with 399 funds opening new positions, 470 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,051
Holders Change
+366
Holders Change %
+53.43%
% of All Funds
18.65%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
399
Increased
470
Reduced
115
Closed
24
Calls
$70.1M
Puts
$80.2M
Net Calls
-$10.1M
Net Calls Change
+$2.64M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.12B
2
GRQ
Gardner Russo & Quinn
Pennsylvania
+$673M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$614M
4
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
+$442M
5
Bank of America
Bank of America
North Carolina
+$439M

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
-$25.5M
2
Jane Street
Jane Street
New York
-$20.4M
3
Capital World Investors
Capital World Investors
California
-$14.8M
4
DWA
Douglass Winthrop Advisors
New York
-$12.5M
5
GCM
Gabalex Capital Management
New York
-$9.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
701
Carret Asset Management
New York
$329K +$123K +2,037 +60%
CGL
702
Clarius Group LLC
Washington
$327K +$327K +5,425 New
SHWM
703
Smith & Howard Wealth Management
Georgia
$326K – – –
PWPS
704
Pinnacle Wealth Planning Services
Ohio
$324K +$324K +5,361 New
EP
705
Eudaimonia Partners
Tennessee
$323K +$10.1K +168 +3%
PT
706
Plimoth Trust
Massachusetts
$321K +$74.7K +1,240 +30%
CCM
707
Compton Capital Management
Rhode Island
$320K +$320K +5,300 New
CCM
708
Canal Capital Management
Virginia
$319K +$1.63K +27 +0.5%
AWM
709
Absher Wealth Management
North Carolina
$319K +$25.4K +421 +9%
WT
710
Washington Trust
Rhode Island
$318K +$106K +1,760 +50%
HPC
711
Hobart Private Capital
North Carolina
$315K -$127K -2,099 -29%
EIP
712
Epoch Investment Partners
New York
$314K -$18.5K -306 -6%
WSC
713
Wellington Shields & Co
New York
$314K +$314K +5,200 New
FA
714
FMA Advisory
Pennsylvania
$312K +$75.6K +1,255 +32%
MFA
715
Mayflower Financial Advisors
Massachusetts
$312K +$312K +5,166 New
SBSB
716
Sullivan, Bruyette, Speros & Blaney
Virginia
$311K +$311K +5,159 New
WSTAM
717
Wilbanks Smith & Thomas Asset Management
Virginia
$308K +$308K +5,099 New
CL
718
Choreo LLC
Illinois
$307K – – –
BAM
719
Belpointe Asset Management
Nevada
$306K +$121K +2,000 +65%
PCG
720
Private Capital Group
Connecticut
$306K +$163K +2,705 +115%
HT
721
Heritage Trust
Oklahoma
$305K +$305K +5,067 New
SCM
722
Salem Capital Management
Massachusetts
$304K – – –
LI
723
Lafayette Investments
Maryland
$303K +$56.1K +930 +23%
LP
724
LGL Partners
Pennsylvania
$303K +$97.9K +1,624 +48%
NAM
725
North American Management
Massachusetts
$302K +$302K +5,005 New
27 28
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