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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 %
RB
851
Renasant Bank
Mississippi
$221K -$8.53K -176 -4%
HSA
852
HBK Sorce Advisory
Pennsylvania
$221K -$30.1K -620 -12%
EFMC
853
Empire Financial Management Company
New York
$220K -$4.32K -89 -2%
LI
854
Lafayette Investments
Maryland
$219K -$2.42K -50 -1%
KTA
855
Keeley-Teton Advisors
Illinois
$218K – – –
NDSI
856
Newman Dignan & Sheerar Inc
Rhode Island
$218K – – –
CFG
857
Carr Financial Group
Massachusetts
$218K +$97 +2 +0%
WCM Investment Management
858
WCM Investment Management
California
$217K +$217K +4,473 New
RTC
859
Riverview Trust Company
Washington
$217K – – –
CDH
860
Charles D. Hyman
$216K – – –
TW
861
Traveka Wealth
California
$214K +$214K +4,415 New
AIM
862
Alhambra Investment Management
Florida
$213K – – –
MCM
863
Mainstay Capital Management
Michigan
$213K -$946K -19,504 -82%
KCIC
864
Kuhn & Co Investment Counsel
Illinois
$213K +$213K +4,388 New
ESB
865
Essex Savings Bank
Connecticut
$212K +$212K +4,369 New
FSA
866
Fort Sheridan Advisors
Illinois
$211K -$2.13K -44 -1%
WF
867
WoodTrust Financial
Wisconsin
$211K -$74.8K -1,544 -26%
PVI
868
Pine Valley Investments
New Jersey
$211K +$2.04K +42 +1%
FNB
869
Farmers National Bank
Kentucky
$211K -$96.1K -1,982 -31%
WTA
870
Washington Trust Advisors
Massachusetts
$210K – – –
IAN
871
Integrated Advisors Network
Texas
$209K -$2.13K -44 -1%
AWM
872
Aprio Wealth Management
Georgia
$208K +$208K +4,297 New
FFM
873
Forum Financial Management
Illinois
$206K – – –
Loomis, Sayles & Company
874
Loomis, Sayles & Company
Massachusetts
$206K -$34.7K -717 -14%
9WM
875
9258 Wealth Management
Ohio
$204K -$19K -392 -9%
33 34
35
36 37