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Unilever
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Overview Fund Activity

1,031 hedge funds and large institutions have $12.7B invested in Unilever in 2021 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 439 increasing their positions, 334 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
-20
Holders Change %
-1.9%
% of All Funds
18.15%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.16%
New
90
Increased
439
Reduced
334
Closed
99
Calls
$110M
Puts
$59.9M
Net Calls
+$50.4M
Net Calls Change
+$60.5M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$196M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$180M
3
CCM
Cullen Capital Management
New York
+$148M
4
BlackRock
BlackRock
New York
+$116M
5
CB
Cooke & Bieler
Pennsylvania
+$87.8M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$221M
2
SCCM
Schafer Cullen Capital Management
New York
-$129M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$119M
4
Norges Bank
Norges Bank
Norway
-$73.1M
5
GRQ
Gardner Russo & Quinn
Pennsylvania
-$62.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
776
Cypress Wealth Services
California
$248K +$33.5K +601 +16%
WSTAM
777
Wilbanks Smith & Thomas Asset Management
Virginia
$247K -$37.2K -668 -13%
LNC
778
Lincoln National Corp
Pennsylvania
$247K +$1.28K +23 +0.5%
CAM
779
Columbia Asset Management
Michigan
$247K +$4.19K +75 +2%
AIM
780
Alhambra Investment Management
Florida
$246K +$246K +4,400 New
ST
781
Spinnaker Trust
Maine
$245K -$106K -1,902 -30%
OWM
782
OneAscent Wealth Management
Alabama
$245K +$37.3K +668 +18%
RDWM
783
Red Door Wealth Management
Tennessee
$243K – – –
LTI
784
Laffer Tengler Investments
Tennessee
$242K +$242K +4,337 New
BCA
785
Berman Capital Advisors
Georgia
$242K -$63K -1,132 -21%
HFG
786
Heron Financial Group
New York
$239K – – –
MGWM
787
Marks Group Wealth Management
Minnesota
$234K -$30K -538 -11%
HCA
788
Harbour Capital Advisors
Virginia
$233K +$233K +4,175 New
APC
789
Aspire Private Capital
North Carolina
$232K -$115K -2,070 -33%
SCM
790
Spreng Capital Management
Ohio
$232K -$3.75K -67 -2%
AWM
791
Aries Wealth Management
Maine
$229K – – –
NAM
792
NorthCoast Asset Management
Connecticut
$229K +$28.8K +516 +14%
RWB
793
RMR Wealth Builders
New Jersey
$229K +$45.3K +811 +25%
SC
794
Sepio Capital
Utah
$229K +$229K +4,096 New
BAM
795
Belpointe Asset Management
Nevada
$228K -$54.8K -982 -19%
SWP
796
Stratos Wealth Partners
Ohio
$228K -$49.6K -890 -18%
BOM
797
Bank of Marin
California
$228K – – –
KFC
798
Klingenstein Fields & Co
New York
$228K – – –
PP
799
PDS Planning
Ohio
$228K +$14.8K +265 +7%
SAM
800
Security Asset Management
New York
$228K +$83.7K +1,500 +58%
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