UL icon

Unilever
UL

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 %
GCM
726
Gallacher Capital Management
Colorado
$327K +$25.5K +525 +8%
IWA
727
Icon Wealth Advisors
Texas
$326K +$326K +6,727 New
Empower Advisory Group
728
Empower Advisory Group
Colorado
$325K +$8.63K +178 +3%
ANTB
729
AMG National Trust Bank
Colorado
$325K -$2.05M -42,281 -86%
GI
730
GAMMA Investing
California
$325K +$325K +6,665 New
ST
731
Smithfield Trust
Pennsylvania
$324K -$35.9K -738 -10%
EH
732
Equitable Holdings
New York
$323K -$25.7K -530 -7%
PIA
733
Pinion Investment Advisors
Kansas
$322K +$37.6K +775 +13%
DFA
734
Delta Financial Advisors
Louisiana
$321K -$48.3K -996 -13%
AUB
735
Atlantic Union Bankshares
Virginia
$321K -$28.8K -595 -8%
BWP
736
BSW Wealth Partners
Colorado
$320K +$320K +6,593 New
CTC
737
Cetera Trust Company
Minnesota
$319K +$319K +6,570 New
CA
738
Claro Advisors
Massachusetts
$318K -$8.97K -185 -3%
BFIM
739
Beese Fulmer Investment Management
Ohio
$317K -$24.2K -500 -7%
IAA
740
Independent Advisor Alliance
North Carolina
$317K +$1.6K +33 +0.5%
AWM
741
Aries Wealth Management
Maine
$317K +$7.27K +150 +2%
GIA
742
Gladstone Institutional Advisory
Florida
$316K +$26.3K +542 +9%
BFC
743
Bedel Financial Consulting
Indiana
$315K – – –
OBGC
744
O'Brien Greene & Co
Pennsylvania
$314K – – –
AWA
745
Aaron Wealth Advisors
Illinois
$314K +$49.1K +1,012 +19%
HBW
746
Hazlett, Burt & Watson
West Virginia
$312K +$49 +1 +0%
LC
747
Lincoln Capital
Nebraska
$312K – – –
DI
748
Diligent Investors
California
$311K +$97 +2 +0%
BFM
749
Boston Financial Management
Massachusetts
$309K – – –
PTP
750
Platform Technology Partners
New York
$309K – – –
28 29
30
31 32