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Unilever
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Overview Fund Activity

1,166 hedge funds and large institutions have $14B invested in Unilever in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 364 increasing their positions, 462 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
+63
Holders Change %
+5.71%
% of All Funds
16.86%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
137
Increased
364
Reduced
462
Closed
62
Calls
$212M
Puts
$173M
Net Calls
+$38.9M
Net Calls Change
+$23.3M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$628M
2
Jennison Associates
Jennison Associates
New York
+$122M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$72.4M
4
Citigroup
Citigroup
New York
+$59.7M
5
Citadel Advisors
Citadel Advisors
Florida
+$31.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$653M
2
BlackRock
BlackRock
New York
-$257M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$210M
4
SI
Scharf Investments
California
-$112M
5
SSA
Schonfeld Strategic Advisors
New York
-$79.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
926
DGS Capital Management
New Jersey
$225K +$225K +3,456 New
MW
927
Maia Wealth
Colorado
$224K +$224K +3,589 New
TPI
928
Trust Point Inc
Wisconsin
$223K -$18.4K -284 -8%
MAM
929
Mystic Asset Management
Rhode Island
$221K +$221K +3,400 New
MIA
930
MMBG Investment Advisors
Florida
$220K +$220K +3,381 New
WT
931
Washington Trust
Rhode Island
$218K -$2.47K -38 -1%
CCG
932
Chatham Capital Group
Georgia
$217K +$217K +3,338 New
AT
933
Arlington Trust
Alabama
$217K – – –
PWMAG
934
Pinnacle Wealth Management Advisory Group
New Jersey
$216K +$216K +3,327 New
KFC
935
Klingenstein Fields & Co
New York
$216K +$216K +3,325 New
SIG
936
Stonegate Investment Group
Alabama
$214K -$50.3K -775 -19%
NAS
937
Nicolet Advisory Services
Wisconsin
$214K +$214K +3,400 New
SAM
938
Smartleaf Asset Management
Massachusetts
$213K +$154K +2,349 +258%
RPCONE
939
Retirement Planning Company of New England
Rhode Island
$212K +$212K +3,260 New
CCA
940
Cottonwood Capital Advisors
Utah
$212K +$212K +3,256 New
OWM
941
Opes Wealth Management
California
$211K +$211K +3,243 New
RFG
942
Range Financial Group
Oregon
$210K -$458K -7,051 -69%
C
943
Certuity
Florida
$209K +$209K +3,224 New
EDRH
944
Edmond de Rothschild Holding
Switzerland
$209K – – –
MIP
945
Marietta Investment Partners
Wisconsin
$209K +$209K +3,212 New
WKSWA
946
White Knight Strategic Wealth Advisors
New Jersey
$208K -$187K -2,875 -47%
MHIC
947
Marble Harbor Investment Counsel
Massachusetts
$208K -$110K -1,700 -35%
BPAMU
948
BTG Pactual Asset Management US
New York
$207K +$207K +3,823 New
QPWM
949
Quadrant Private Wealth Management
Pennsylvania
$204K +$204K +3,146 New
CIG
950
Cullen Investment Group
Louisiana
$204K +$204K +3,134 New
36 37
38
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