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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 %
PWMG
951
Prestige Wealth Management Group
New Jersey
$46.1K – – –
BWM
952
Baystate Wealth Management
Massachusetts
$46K +$10.6K +218 +30%
JWA
953
JFS Wealth Advisors
Pennsylvania
$44.2K -$339 -7 -0.8%
GFPC
954
Global Financial Private Client
Florida
$43.9K – – –
PS
955
Planned Solutions
California
$43.6K +$43.6K +900 New
LWANC
956
Laurel Wealth Advisors (North Carolina)
North Carolina
$42.9K – – –
FUBT
957
First United Bank & Trust
Maryland
$40K +$40K +825 New
MLA
958
MB, Levis & Associates
Pennsylvania
$39.4K – – –
SWM
959
Sugarloaf Wealth Management
Georgia
$39.2K – – –
BLC
960
Brown, Lisle/Cummings
Rhode Island
$35.9K – – –
AWM
961
Atticus Wealth Management
Florida
$34.9K – – –
BWL
962
Bogart Wealth LLC
Virginia
$34.4K -$7.13K -147 -17%
EA
963
Evolution Advisers
Virginia
$34K +$34K +700 New
BWP
964
Baldwin Wealth Partners
Massachusetts
$31.5K -$204K -4,208 -87%
VAMG
965
Voisard Asset Management Group
Michigan
$31.1K +$31.1K +642 New
FP
966
Financial Perspectives
Minnesota
$30.7K – – –
CTB
967
Country Trust Bank
Illinois
$30.3K +$3.05K +63 +11%
Barclays
968
Barclays
United Kingdom
$30K -$26.4K -560 -47%
OC
969
Oakworth Capital
Alabama
$30K -$582 -12 -2%
AAP
970
Arax Advisory Partners
Colorado
$29.2K – – –
SS
971
Sunbelt Securities
Texas
$29.1K +$194 +4 +0.7%
GGI
972
Godsey & Gibb Inc
Virginia
$29.1K – – –
GG
973
Greenwood Gearhart
Arkansas
$28.8K +$28.8K +595 New
FA
974
Financial Avengers
California
$28.2K +$194 +4 +0.7%
APC
975
Aspire Private Capital
North Carolina
$27.1K -$32.7K -673 -55%
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