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Unilever
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Overview Fund Activity

1,020 hedge funds and large institutions have $10.7B invested in Unilever in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 401 increasing their positions, 368 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,020
Holders Change
-77
Holders Change %
-7.02%
% of All Funds
16.14%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
95
Increased
401
Reduced
368
Closed
159
Calls
$182M
Puts
$101M
Net Calls
+$81.7M
Net Calls Change
-$31.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$108M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$100M
3
EIC
Equity Investment Corp
Georgia
+$59.2M
4
Stifel Financial
Stifel Financial
Missouri
+$57.9M
5
RRAM
River Road Asset Management
Kentucky
+$45.2M

Top Sellers

1
CP
Coho Partners
Pennsylvania
-$132M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$113M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$104M
4
HL
Harding Loevner
New Jersey
-$87M
5
Bank of America
Bank of America
North Carolina
-$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWP
951
Laurel Wealth Planning
Minnesota
$12K – – –
BCA
952
Bray Capital Advisors
Florida
$11K – – –
KA
953
Kozak & Associates
Colorado
$11K – – –
CPFP
954
Clear Perspectives Financial Planning
Ohio
$10K – – –
BBPWM
955
Blue Bell Private Wealth Management
Pennsylvania
$10K – – –
IFAM
956
Institutional & Family Asset Management
Colorado
$10K – – –
HFS
957
HBC Financial Services
Washington
$10K +$128 +3 +1%
BHWM
958
Beaird Harris Wealth Management
Texas
$10K +$10K +217 New
ATC
959
Adirondack Trust Company
New York
$9K – – –
FA
960
Financial Avengers
California
$9K – – –
LS
961
Leelyn Smith
Illinois
$9K +$92 +2 +1%
ANBT
962
American National Bank & Trust
Texas
$8K – – –
WWM
963
Wolff Wiese Magana
California
$8K – – –
CBT
964
CoreFirst Bank & Trust
Kansas
$8K – – –
LF
965
Lee Financial
Texas
$7K – – –
CA
966
Crewe Advisors
Utah
$7K – – –
M1FG
967
Mach-1 Financial Group
Arkansas
$7K – – –
FMP
968
Financial Management Professionals
Texas
$7K +$288 +6 +4%
GIA
969
Goodwin Investment Advisory
Georgia
$7K +$7K +150 New
BDWM
970
Brewin Dolphin Wealth Management
Ireland
$7K +$7K +154 New
MVIP
971
Mar Vista Investment Partners
California
$6K -$44.9M -1,063,735 -100%
DAC
972
Dividend Assets Capital
South Carolina
$6K – – –
TWA
973
TCI Wealth Advisors
Arizona
$6K – – –
VCM
974
Versant Capital Management
Arizona
$6K – – –
OIA
975
Optimum Investment Advisors
Illinois
$6K +$6K +123 New
37 38
39
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