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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 %
EFG
826
Embree Financial Group
Illinois
$236K +$236K +4,869 New
GM
827
GeoWealth Management
Illinois
$236K +$231K +4,765 +4,718%
FAG
828
Fortitude Advisory Group
Washington
$236K -$5.38K -111 -2%
GWMR
829
GC Wealth Management RIA
Massachusetts
$236K +$236K +4,867 New
EP
830
Eudaimonia Partners
Tennessee
$236K -$256K -5,278 -52%
AAM
831
Augustine Asset Management
Florida
$236K -$30K -619 -11%
AWM
832
Absher Wealth Management
North Carolina
$235K +$23.2K +479 +11%
FC
833
Fulcrum Capital
Washington
$234K – – –
CS
834
Credit Suisse
Switzerland
$233K +$35K +722 +18%
MIM
835
Moseley Investment Management
Florida
$233K -$82.9K -1,711 -26%
FNFDCM
836
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$233K – – –
SMG
837
Smart Money Group
Texas
$233K +$233K +4,801 New
IA
838
IFP Advisors
Florida
$232K -$33.7K -695 -13%
RIA
839
Regal Investment Advisors
Michigan
$229K -$6.01K -124 -3%
CWM
840
Connecticut Wealth Management
Connecticut
$229K +$229K +4,723 New
CT
841
Chicago Trust
Illinois
$228K -$19.4K -400 -8%
SFO
842
Stokes Family Office
Louisiana
$228K -$323K -6,666 -59%
SFI
843
SPC Financial Inc
Maryland
$227K -$10.6K -218 -4%
DT
844
Diversified Trust
Tennessee
$226K -$733K -15,128 -76%
CC
845
Callan Capital
California
$225K +$225K +4,643 New
DCM
846
DGS Capital Management
New Jersey
$224K -$88.7K -1,829 -28%
APW
847
Aurora Private Wealth
New Jersey
$224K -$6.65K -137 -3%
SCM
848
Schnieders Capital Management
California
$224K -$24.2K -500 -10%
AF
849
Advisornet Financial
Minnesota
$223K – – –
MA
850
MONECO Advisors
Connecticut
$223K +$223K +4,595 New
32 33
34
35 36