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Unilever
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Overview Fund Activity

1,020 hedge funds and large institutions have $10.7B invested in Unilever in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 401 increasing their positions, 368 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,020
Holders Change
-77
Holders Change %
-7.02%
% of All Funds
16.14%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
95
Increased
401
Reduced
368
Closed
159
Calls
$182M
Puts
$101M
Net Calls
+$81.7M
Net Calls Change
-$31.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$108M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$100M
3
EIC
Equity Investment Corp
Georgia
+$59.2M
4
Stifel Financial
Stifel Financial
Missouri
+$57.9M
5
RRAM
River Road Asset Management
Kentucky
+$45.2M

Top Sellers

1
CP
Coho Partners
Pennsylvania
-$132M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$113M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$104M
4
HL
Harding Loevner
New Jersey
-$87M
5
Bank of America
Bank of America
North Carolina
-$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
776
Bollard Group
Massachusetts
$225K +$2.01K +44 +0.9%
JCM
777
Jacobi Capital Management
Pennsylvania
$225K +$31.2K +683 +16%
MPW
778
Monterey Private Wealth
California
$225K +$225K +4,864 New
AIA
779
Angeles Investment Advisors
California
$224K -$16.5K -362 -7%
LPT
780
Legacy Private Trust
Wisconsin
$224K -$13.7K -300 -6%
SFG
781
Sather Financial Group
Texas
$223K -$34.6M -760,647 -99%
TC
782
Tacita Capital
Ontario, Canada
$223K – – –
MHIC
783
Marble Harbor Investment Counsel
Massachusetts
$223K – – –
MFA
784
Mayflower Financial Advisors
Massachusetts
$222K +$4.51K +99 +2%
FMWA
785
Forvis Mazars Wealth Advisors
Missouri
$219K +$33.7K +738 +18%
DS
786
DRW Securities
Illinois
$218K – – –
MMPW
787
Mitchell McLeod Pugh & Williams
Alabama
$217K -$33.4K -735 -13%
AC
788
Annandale Capital
Texas
$217K – – –
MHS
789
M Holdings Securities
Oregon
$217K +$217K +4,767 New
SW
790
Solidarity Wealth
Utah
$217K +$217K +4,838 New
GIA
791
Gladstone Institutional Advisory
Florida
$216K +$216K +4,732 New
KFC
792
Klingenstein Fields & Co
New York
$215K – – –
TCM
793
Telos Capital Management
California
$215K +$12.1K +265 +6%
H
794
HoyleCohen
California
$212K +$212K +4,651 New
WCM Investment Management
795
WCM Investment Management
California
$212K +$212K +4,651 New
LC
796
Lindbrook Capital
California
$209K -$40.9K -897 -16%
FSA
797
Franklin Street Advisors
North Carolina
$209K -$35.4K -775 -14%
SWA
798
SFMG Wealth Advisors
Texas
$209K – – –
TFM
799
TFC Financial Management
Massachusetts
$209K +$27.1K +595 +15%
RPCONE
800
Retirement Planning Company of New England
Rhode Island
$208K +$52K +1,144 +33%
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