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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 %
BCG
751
Breakwater Capital Group
New Jersey
$308K +$18.4K +392 +6%
FPWM
752
FSB Premier Wealth Management
Iowa
$307K +$74.9K +1,546 +32%
VPI
753
Value Partners Investments
Manitoba, Canada
$306K +$24.6K +506 +9%
FMII
754
Farmers & Merchants Investments Inc
Nebraska
$305K -$14.5K -300 -5%
BIAS
755
Beacon Investment Advisory Services
New Jersey
$305K +$7.03K +145 +2%
ECG
756
Edge Capital Group
Georgia
$304K -$239K -4,927 -44%
MNBTD
757
Moody National Bank Trust Division
Texas
$304K +$23.6K +486 +8%
BGC
758
Beutel, Goodman & Co
Ontario, Canada
$304K +$89.6K +1,850 +42%
HFAS
759
Hummer Financial Advisory Services
Illinois
$303K – – –
CIC
760
Chase Investment Counsel
Virginia
$302K -$23.9K -495 -7%
JCM
761
Jacobi Capital Management
Pennsylvania
$301K -$35.1K -724 -10%
BHIA
762
Birch Hill Investment Advisors
Massachusetts
$301K – – –
APWM
763
Argonautica Private Wealth Management
Massachusetts
$300K +$3.88K +80 +1%
FG
764
Fiduciary Group
Georgia
$300K -$188K -3,871 -39%
SAG
765
SageView Advisory Group
California
$299K +$49K +999 +20%
HTHT
766
Hemenway Trust Hemenway Trust
New Hampshire
$299K -$891K -18,377 -75%
BRIA
767
Balanced Rock Investment Advisors
Massachusetts
$298K +$298K +6,152 New
SWA
768
Stratos Wealth Advisors
Ohio
$297K -$19.7K -406 -6%
PHIC
769
Pine Haven Investment Counsel
Massachusetts
$297K +$10.5K +216 +4%
DS
770
DRW Securities
Illinois
$297K +$65.4K +1,350 +28%
TCA
771
Transcend Capital Advisors
New Jersey
$296K -$149K -3,064 -33%
WKSWA
772
White Knight Strategic Wealth Advisors
New Jersey
$296K +$296K +6,105 New
AA
773
Addison Advisors
Vermont
$292K +$3.93K +81 +1%
AFCM
774
Applied Finance Capital Management
Puerto Rico
$292K -$1.94K -40 -0.7%
PFC
775
Phocas Financial Corp
California
$291K – – –
29 30
31
32 33