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Unilever
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Overview Fund Activity

1,089 hedge funds and large institutions have $12.5B invested in Unilever in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 408 increasing their positions, 417 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,089
Holders Change
-16
Holders Change %
-1.45%
% of All Funds
15.78%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
89
Increased
408
Reduced
417
Closed
93
Calls
$140M
Puts
$80.5M
Net Calls
+$59.4M
Net Calls Change
+$13.3M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$175M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$94.6M
3
EIC
Equity Investment Corp
Georgia
+$75.5M
4
Millennium Management
Millennium Management
New York
+$58.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$57.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$421M
2
MNG
Manning & Napier Group
New York
-$158M
3
BlackRock
BlackRock
New York
-$67.5M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$46.1M
5
Northern Trust
Northern Trust
Illinois
-$30.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
701
Level Four Advisory Services
Texas
$354K +$9.5K +196 +3%
KMWM
702
Keudell/Morrison Wealth Management
Oregon
$354K -$64.7K -1,290 -15%
VPI
703
Value Partners Investments
Manitoba, Canada
$354K +$38K +758 +12%
GL
704
Graypoint LLC
New York
$353K -$29.3K -583 -8%
CCM
705
Causeway Capital Management
California
$352K -$14.4M -286,707 -98%
FC
706
FCA Corp
Texas
$351K – – –
FFWA
707
FRG Family Wealth Advisors
Washington
$349K -$20.7K -400 -6%
WIC
708
Woodmont Investment Counsel
Tennessee
$344K -$2.01K -40 -0.6%
PFBT
709
Parkside Financial Bank & Trust
Missouri
$341K +$42K +837 +14%
CGA
710
Crescent Grove Advisors
Illinois
$340K +$201 +4 +0.1%
AGC
711
Aspen Grove Capital
Colorado
$340K -$803 -16 -0.2%
CFB
712
Cullen/Frost Bankers
Texas
$339K -$19.8K -394 -6%
SGI
713
Summit Global Investments
Utah
$338K +$338K +6,728 New
AWM
714
Aries Wealth Management
Maine
$338K +$10K +200 +3%
MKA
715
M. Kulyk & Associates
Georgia
$338K -$2.6M -51,782 -89%
CWG
716
Cornerstone Wealth Group
North Carolina
$337K +$337K +6,722 New
APP
717
Avantax Planning Partners
Iowa
$334K +$334K +6,658 New
RCAG
718
Rehmann Capital Advisory Group
Michigan
$333K -$8.63K -172 -3%
MWM
719
Mission Wealth Management
California
$333K +$56.5K +1,125 +20%
IAA
720
Independent Advisor Alliance
North Carolina
$333K +$4.82K +96 +1%
TT
721
TI-Trust
Illinois
$333K +$333K +6,625 New
AUB
722
Atlantic Union Bankshares
Virginia
$332K – – –
ST
723
Smithfield Trust
Pennsylvania
$332K -$2.26K -45 -0.7%
CIC
724
Chase Investment Counsel
Virginia
$332K +$19.2K +384 +6%
CA
725
Claro Advisors
Massachusetts
$332K +$2.01K +40 +0.6%
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