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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 %
HCA
926
Heck Capital Advisors
Wisconsin
$72.7K – – –
DEM
927
Disciplined Equity Management
Florida
$72.7K +$72.7K +1,500 New
EWM
928
Evermay Wealth Management
Virginia
$72K – – –
TH
929
TCTC Holdings
Texas
$71.8K +$22.6K +466 +46%
LFA
930
LGT Financial Advisors
Texas
$70.3K -$1.16K -24 -2%
RIL
931
Rothschild Investment LLC
Illinois
$69.1K +$69.1K +1,426 New
CWP
932
Concord Wealth Partners
Virginia
$67.9K -$46.7K -963 -41%
PP
933
Pingora Partners
Wyoming
$67.5K +$67.5K +1,392 New
TFM
934
TFC Financial Management
Massachusetts
$67.4K -$58.3K -1,203 -46%
CTA
935
Colonial Trust Advisors
South Carolina
$66.5K -$181K -3,735 -73%
CWC
936
Carolinas Wealth Consulting
North Carolina
$65.7K -$1.17K -530 -2%
CP
937
Castleview Partners
Texas
$62K -$339 -7 -0.5%
CB
938
CNB Bank
Pennsylvania
$59.6K – – –
Jones Financial Companies
939
Jones Financial Companies
Missouri
$59K +$32.3K +666 +121%
BCM
940
Blume Capital Management
California
$58.2K – – –
HIA
941
Harbor Investment Advisory
Maryland
$58K -$2.86K -59 -5%
BFPW
942
BOK Financial Private Wealth
Colorado
$55.2K – – –
WIM
943
Westside Investment Management
California
$54.4K – – –
IRC
944
Investors Research Corp
Georgia
$52.7K – – –
ACA
945
American Capital Advisory
Idaho
$51.1K +$51.1K +1,055 New
BWAM
946
Boyd Watterson Asset Management
Ohio
$51K – – –
TFA
947
Transamerica Financial Advisors
Florida
$51K +$38.2K +785 +300%
MTIC
948
Missouri Trust & Investment Company
Missouri
$48.5K – – –
CLOS
949
Compagnie Lombard Odier SCmA
Switzerland
$48.5K +$48.5K +1,000 New
BG
950
Bollard Group
Massachusetts
$47K -$6.76K -140 -13%
36 37
38
39 40