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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 %
SIC
901
Salem Investment Counselors
North Carolina
$137K +$27.2K +562 +25%
GEA
902
Glen Eagle Advisors
New Jersey
$135K – – –
MA
903
Montag & Associates
Georgia
$134K +$1.99K +41 +2%
WBC
904
West Branch Capital
Massachusetts
$132K +$97 +2 +0.1%
TSWM
905
Tyler-Stone Wealth Management
Ohio
$124K – – –
EBA
906
Eagle Bay Advisors
New York
$123K +$22.8K +470 +23%
BGAI
907
Bruce G. Allen Investments
Colorado
$122K +$122K +2,516 New
CFD
908
Creative Financial Designs
Indiana
$122K -$921 -19 -0.8%
AEPWM
909
Atlantic Edge Private Wealth Management
Florida
$118K +$118K +2,425 New
GTAM
910
Global Trust Asset Management
Florida
$115K -$1.31K -27 -1%
CWM
911
Compass Wealth Management
Connecticut
$114K -$42.6K -878 -27%
HWA
912
HHM Wealth Advisors
Tennessee
$112K – – –
CI Investments Inc
913
CI Investments Inc
Ontario, Canada
$111K – – –
CSWM
914
Cassady Schiller Wealth Management
Ohio
$107K – – –
GIA
915
GHP Investment Advisors
Colorado
$98.6K -$5.14K -106 -5%
HFM
916
Hartford Financial Management
Connecticut
$97K – – –
TIM
917
Thompson Investment Management
Wisconsin
$93.5K – – –
BF
918
BOK Financial
Oklahoma
$86.6K +$2.67K +55 +3%
CHA
919
Carmichael Hill & Associates
Maryland
$86K – – –
CIA
920
Cape Investment Advisory
Georgia
$83.9K -$4.46K -92 -5%
GWS
921
Glassman Wealth Services
Virginia
$81.9K -$1.07K -22 -1%
CCM
922
Chilton Capital Management
Texas
$80.5K – – –
FMB
923
Field & Main Bank
Kentucky
$80K -$52.8K -1,090 -40%
ACA
924
Atlas Capital Advisors
Wyoming
$78.9K – – –
OPTFSNA
925
Old Point Trust & Financial Services N A
Virginia
$78K +$78K +1,608 New
35 36
37
38 39