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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 %
Lido Advisors
701
Lido Advisors
California
$359K -$23.2K -478 -6%
ATPW
702
Ashton Thomas Private Wealth
Arizona
$359K -$60.7K -1,253 -14%
SC
703
Savant Capital
Illinois
$354K -$45.2K -933 -11%
KFS
704
Kurt F. Somerville
$354K -$246K -5,070 -41%
FFG
705
Frisch Financial Group
New York
$353K +$2.76K +57 +0.8%
BFS
706
Bradley Foster & Sargent
Connecticut
$351K +$40.8K +842 +13%
GDP
707
Great Diamond Partners
Maine
$349K -$1.65K -34 -0.5%
SIAP
708
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$348K – – –
IC
709
IEQ Capital
California
$348K -$178K -3,664 -34%
LC
710
Lindbrook Capital
California
$347K +$64.8K +1,336 +23%
CFB
711
Cullen/Frost Bankers
Texas
$347K -$619K -12,774 -64%
FFWA
712
FRG Family Wealth Advisors
Washington
$345K – – –
AA
713
AlphaQ Advisors
Florida
$345K +$33.5K +690 +11%
LFAS
714
Level Four Advisory Services
Texas
$345K -$98.2K -2,026 -22%
BJL
715
Brighton Jones LLC
Washington
$340K +$8.87K +183 +3%
FC
716
FCA Corp
Texas
$339K – – –
PC
717
Port Capital
Illinois
$339K – – –
Luther King Capital Management (LKCM)
718
Luther King Capital Management (LKCM)
Texas
$336K -$85.3K -1,760 -20%
LNC
719
Lincoln National Corp
Pennsylvania
$335K +$29.3K +605 +10%
WIC
720
Woodmont Investment Counsel
Tennessee
$335K -$26.3K -543 -7%
AGC
721
Aspen Grove Capital
Colorado
$331K +$46.3K +950 +16%
BTI
722
Blue Trust Inc
Georgia
$331K -$14.1K -285 -4%
RCAG
723
Rehmann Capital Advisory Group
Michigan
$330K -$34.3K -708 -9%
MFG
724
Merit Financial Group
Georgia
$330K +$75.2K +1,551 +30%
CGA
725
Crescent Grove Advisors
Illinois
$329K -$83.8K -1,728 -20%
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