UL icon

Unilever
UL

Overview Fund Activity

1,057 hedge funds and large institutions have $11.4B invested in Unilever in 2022 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 447 increasing their positions, 321 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,057
Holders Change
+37
Holders Change %
+3.63%
% of All Funds
17.87%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.3%
New
122
Increased
447
Reduced
321
Closed
78
Calls
$185M
Puts
$96.2M
Net Calls
+$88.5M
Net Calls Change
+$6.81M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.13B
2
Morgan Stanley
2
Morgan Stanley
New York
$383M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$76.6M
4
Bank of America
4
Bank of America
North Carolina
$462M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$69.6M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$0
2
GRQ
2
Gardner Russo & Quinn
Pennsylvania
$319M
3
Capital World Investors
3
Capital World Investors
California
$0
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$45.3M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
801
Mayflower Financial Advisors
Massachusetts
$225K +$1.69K +37 +0.8%
H
802
HoyleCohen
California
$225K +$11.5K +250 +5%
BO
803
BRR OpCo
Ohio
$224K -$16K -348 -7%
WS
804
Wedbush Securities
California
$223K +$223K +4,863 New
PT
805
Plimoth Trust
Massachusetts
$222K -$19.7K -430 -8%
BWP
806
Baldwin Wealth Partners
Massachusetts
$222K -$7.69K -168 -3%
CG
807
Cynosure Group
Utah
$222K +$222K +4,838 New
DS
808
DRW Securities
Illinois
$219K – – –
MMPW
809
Mitchell McLeod Pugh & Williams
Alabama
$219K – – –
MHS
810
M Holdings Securities
Oregon
$219K +$733 +16 +0.3%
LNC
811
Lincoln National Corp
Pennsylvania
$219K +$219K +4,797 New
AC
812
Annandale Capital
Texas
$218K – – –
GWCM
813
Godshalk Welsh Capital Management
Pennsylvania
$218K +$218K +4,750 New
TCM
814
Telos Capital Management
California
$216K +$46 +1 +0%
CIP
815
Champlain Investment Partners
Vermont
$216K +$216K +4,720 New
ICG
816
InterOcean Capital Group
Tennessee
$216K +$216K +4,720 New
SFG
817
Sather Financial Group
Texas
$214K -$10.9K -238 -5%
IC
818
IEQ Capital
California
$213K +$213K +4,650 New
PWA
819
Physician Wealth Advisors
Utah
$212K -$2.94K -60 -1%
AA
820
Addison Advisors
Vermont
$212K +$67.7K +1,475 +47%
GIA
821
Gladstone Institutional Advisory
Florida
$211K -$5.58K -122 -3%
SWA
822
SFMG Wealth Advisors
Texas
$210K – – –
FSA
823
Franklin Street Advisors
North Carolina
$210K – – –
BHWM
824
Bar Harbor Wealth Management
New Hampshire
$210K +$210K +4,575 New
MWA
825
Meridian Wealth Advisors
Texas
$209K -$249K -5,443 -54%
31 32
33
34 35