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Unilever
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Overview Fund Activity

1,019 hedge funds and large institutions have $11.4B invested in Unilever in 2022 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 453 increasing their positions, 336 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,019
Holders Change
-38
Holders Change %
-3.6%
% of All Funds
17.62%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.42%
New
71
Increased
453
Reduced
336
Closed
95
Calls
$200M
Puts
$104M
Net Calls
+$96.2M
Net Calls Change
+$7.76M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.51B
2
Fisher Asset Management
Fisher Asset Management
Washington
$306M
3
HCM
Hamlin Capital Management
New York
$95.6M
4
Morgan Stanley
Morgan Stanley
New York
$397M
5
CCM
Cullen Capital Management
New York
$187M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
WCM
Wedge Capital Management
North Carolina
$0
4
BlackRock
BlackRock
New York
$888M
5
GRQ
Gardner Russo & Quinn
Pennsylvania
$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
726
WoodTrust Financial
Wisconsin
$285K – – –
MNBTD
727
Moody National Bank Trust Division
Texas
$284K -$20.4K -465 -7%
DFA
728
Delta Financial Advisors
Louisiana
$281K +$175 +4 +0.1%
DI
729
Diligent Investors
California
$281K +$22K +502 +9%
HSA
730
HBK Sorce Advisory
Pennsylvania
$280K +$6.5K +148 +2%
BHC
731
Bowen Hanes & Co
Florida
$278K – – –
HFAS
732
Hummer Financial Advisory Services
Illinois
$277K – – –
ST
733
Sabal Trust
Florida
$277K +$3.81K +87 +1%
BFS
734
Bradley Foster & Sargent
Connecticut
$276K -$60.4K -1,377 -18%
PA
735
Probity Advisors
Texas
$275K – – –
BGC
736
Beutel, Goodman & Co
Ontario, Canada
$274K +$10.1K +230 +4%
BFIM
737
Beese Fulmer Investment Management
Ohio
$272K – – –
JCM
738
Jacobi Capital Management
Pennsylvania
$270K +$46.7K +1,064 +21%
KOCAA
739
Knights of Columbus Asset Advisors
Connecticut
$266K +$16.4K +373 +7%
TIA
740
Traphagen Investment Advisors
New Jersey
$266K -$33.6K -766 -11%
RB
741
Renasant Bank
Mississippi
$265K -$876 -20 -0.3%
MIA
742
MMBG Investment Advisors
Florida
$265K – – –
CF
743
Centaurus Financial
California
$265K +$92K +2,098 +53%
FBT
744
First Bankers Trust
Kentucky
$264K – – –
PFC
745
Phocas Financial Corp
California
$263K – – –
PCC
746
Park Circle Company
Maryland
$263K – – –
EWM
747
EPG Wealth Management
Georgia
$263K +$28.9K +661 +12%
PI
748
PEAK6 Investments
Illinois
$263K +$263K +6,004 New
LSA
749
Lion Street Advisors
Texas
$262K -$5.59K -127 -2%
WWM
750
Western Wealth Management
Colorado
$262K -$3.2K -73 -1%
28 29
30
31 32