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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 %
HI
801
Human Investing
Oregon
$256K -$93.5K -1,928 -27%
GWM
802
Geneos Wealth Management
Colorado
$256K -$46.8K -966 -15%
SAM
803
Steinberg Asset Management
New York
$256K +$256K +5,275 New
FMWA
804
Forvis Mazars Wealth Advisors
Missouri
$256K +$1.07K +22 +0.4%
STA
805
Summit Trail Advisors
New York
$253K +$34.8K +718 +16%
NPA
806
Nichols & Pratt Advisers
Massachusetts
$251K -$214K -4,410 -46%
EWA
807
EverSource Wealth Advisors
Alabama
$250K -$470K -9,688 -65%
BDA
808
Borer Denton & Associates
Pennsylvania
$250K – – –
NCM
809
Northwest Capital Management
Oregon
$249K -$102K -2,100 -29%
FBT
810
First Bankers Trust
Kentucky
$248K -$12.1K -250 -5%
WI
811
WrapManager Inc
California
$248K -$172K -3,550 -41%
FIA
812
Foundations Investment Advisors
Arizona
$248K -$3.28M -66,184 -93%
CF
813
Centaurus Financial
California
$247K -$6.36K -131 -3%
FFP
814
FourThought Financial Partners
Florida
$246K -$8.87K -183 -3%
WI
815
Wintrust Investments
Illinois
$246K +$388 +8 +0.2%
VV
816
Verity & Verity
South Carolina
$246K – – –
GWM
817
Graybill Wealth Management
Illinois
$245K -$291 -6 -0.1%
BFO
818
Boston Family Office
Massachusetts
$244K – – –
LAM
819
Lummis Asset Management
Texas
$242K +$242K +5,000 New
OL
820
Optas LLC
Texas
$240K +$2.09K +43 +0.9%
KFC
821
Klingenstein Fields & Co
New York
$239K +$9.7K +200 +4%
TWM
822
Tradition Wealth Management
Minnesota
$238K +$123K +2,532 +107%
MHIC
823
Marble Harbor Investment Counsel
Massachusetts
$238K – – –
TC
824
Tacita Capital
Ontario, Canada
$238K – – –
IA
825
IFG Advisory
Georgia
$237K +$19.9K +410 +9%
31 32
33
34 35