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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 %
AWA
776
Arete Wealth Advisors
Illinois
$290K +$3.78K +78 +1%
PA
777
Probity Advisors
Texas
$290K – – –
CFO
778
CVA Family Office
Colorado
$289K -$3.83K -79 -1%
PFBT
779
Parkside Financial Bank & Trust
Missouri
$289K +$20.3K +418 +8%
TRCT
780
Tower Research Capital (TRC)
New York
$289K +$269K +5,549 +1,370%
RGC
781
Roberts, Glore & Co
Illinois
$288K – – –
CIG
782
Cullen Investment Group
Louisiana
$281K +$281K +5,801 New
MCCA
783
Mill Creek Capital Advisors
Pennsylvania
$281K -$18K -372 -6%
UFF
784
USA Financial Formulas
Michigan
$276K +$275K +5,673 +18,910%
FIM
785
Freedom Investment Management
Connecticut
$273K -$9.74K -201 -3%
AB
786
Atlas Brown
Kentucky
$273K +$1.26K +26 +0.5%
VSQM
787
V-Square Quantitative Management
Illinois
$270K +$270K +5,574 New
TIA
788
Traphagen Investment Advisors
New Jersey
$270K +$679 +14 +0.3%
LSA
789
Lion Street Advisors
Texas
$269K -$36.8K -760 -12%
AHL
790
Abel Hall LLC
Louisiana
$268K +$268K +5,525 New
AR
791
Advisory Research
Illinois
$267K -$22.4K -462 -8%
MWM
792
Mission Wealth Management
California
$267K +$30.1K +620 +13%
ST
793
Sabal Trust
Florida
$266K -$71.6K -1,477 -21%
CCIA
794
Campbell & Co Investment Adviser
Maryland
$265K +$265K +5,470 New
SF
795
Symphony Financial
Texas
$264K +$34.2K +710 +15%
LPT
796
Legacy Private Trust
Wisconsin
$263K -$4.61K -95 -2%
PF
797
Phoenix Financial
Israel
$262K +$262K +5,410 New
CPW
798
Cove Private Wealth
New York
$259K +$259K +5,350 New
KOCAA
799
Knights of Columbus Asset Advisors
Connecticut
$259K – – –
PWPS
800
Pinnacle Wealth Planning Services
Ohio
$257K -$54.5K -1,124 -18%
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