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Unilever
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Overview Fund Activity

1,089 hedge funds and large institutions have $12.5B invested in Unilever in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 408 increasing their positions, 417 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,089
Holders Change
-16
Holders Change %
-1.45%
% of All Funds
15.78%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
89
Increased
408
Reduced
417
Closed
93
Calls
$140M
Puts
$80.5M
Net Calls
+$59.4M
Net Calls Change
+$13.3M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$175M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$94.6M
3
EIC
Equity Investment Corp
Georgia
+$75.5M
4
Millennium Management
Millennium Management
New York
+$58.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$57.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$421M
2
MNG
Manning & Napier Group
New York
-$158M
3
BlackRock
BlackRock
New York
-$67.5M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$46.1M
5
Northern Trust
Northern Trust
Illinois
-$30.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
851
Stratos Wealth Advisors
Ohio
$212K -$95.5K -1,903 -31%
HSA
852
HBK Sorce Advisory
Pennsylvania
$212K -$16.7K -333 -7%
ESB
853
Essex Savings Bank
Connecticut
$212K – – –
FMWA
854
Forvis Mazars Wealth Advisors
Missouri
$211K -$53.5K -1,065 -20%
NDSI
855
Newman Dignan & Sheerar Inc
Rhode Island
$211K -$15.1K -300 -7%
SAM
856
S.A. Mason
Michigan
$210K – – –
EWA
857
EverSource Wealth Advisors
Alabama
$208K -$59.8K -1,153 -22%
MSS
858
Mitchell Sinkler & Starr
Pennsylvania
$206K -$976K -19,455 -83%
WPC
859
Wedmont Private Capital
Pennsylvania
$206K +$206K +4,265 New
PWP
860
Private Wealth Partners
California
$206K +$206K +4,100 New
SC
861
Sepio Capital
Utah
$206K -$4.22K -84 -2%
BFO
862
Boston Family Office
Massachusetts
$205K -$47.6K -950 -19%
SIG
863
Stonegate Investment Group
Alabama
$204K +$204K +4,065 New
OWA
864
Octavia Wealth Advisors
Ohio
$204K +$204K +4,062 New
GLA
865
Good Life Advisors
Pennsylvania
$203K +$203K +4,050 New
CAM
866
Carret Asset Management
New York
$203K +$203K +4,044 New
MFA
867
Mayflower Financial Advisors
Massachusetts
$202K +$202K +4,026 New
Toronto Dominion Bank
868
Toronto Dominion Bank
Ontario, Canada
$202K – – –
MMPW
869
Mitchell McLeod Pugh & Williams
Alabama
$201K +$201K +4,002 New
RWP
870
RWA Wealth Partners
Massachusetts
$201K +$201K +4,000 New
CS
871
Cannell & Spears
New York
$200K +$200K +3,987 New
FCA
872
FinTrust Capital Advisors
South Carolina
$199K +$13.4K +266 +7%
RTC
873
Riverview Trust Company
Washington
$193K -$31.2K -621 -14%
DZ Bank
874
DZ Bank
Germany
$191K – – –
AT
875
Avalon Trust
New Mexico
$188K – – –
33 34
35
36 37