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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 %
ADL
1001
Asset Dedication LLC
California
$18K – – –
PB
1002
Pinnacle Bancorp
Nebraska
$17.9K +$2.67K +55 +17%
AWM
1003
Activest Wealth Management
Florida
$17.7K +$17.7K +365 New
PK
1004
Pflug Koory
Nebraska
$17.6K – – –
ME
1005
McIlrath & Eck
Washington
$17.4K – – –
SL
1006
Salomon & Ludwin
Virginia
$17.2K – – –
FRA
1007
Frank Rimerman Advisors
California
$17K +$17K +351 New
FMP
1008
Financial Management Professionals
Texas
$17K -$4.95K -101 -23%
FWA
1009
FSC Wealth Advisors
New York
$16.7K – – –
OA
1010
Operose Advisors
Wisconsin
$16.7K +$16.7K +344 New
WIA
1011
Wetzel Investment Advisors
Indiana
$16K +$16K +323 New
KFI
1012
Key Financial Inc
Pennsylvania
$14.1K -$5.19K -107 -27%
PWMG
1013
Provence Wealth Management Group
California
$14K – – –
FFA
1014
Frazier Financial Advisors
Ohio
$13.8K +$13.8K +284 New
HCM
1015
Highlander Capital Management
New Jersey
$13.6K – – –
KA
1016
Kozak & Associates
Colorado
$13K -$3.03K -63 -19%
NECFA
1017
New England Capital Financial Advisors
Connecticut
$13K +$145 +3 +1%
SA
1018
SRH Advisors
Kansas
$12.9K – – –
W
1019
WealthCollab
Washington
$12.6K +$12.6K +259 New
KFS
1020
Kelly Financial Services
Massachusetts
$12.5K +$97 +2 +0.8%
BCA
1021
Bray Capital Advisors
Florida
$12.1K – – –
GKIM
1022
GW&K Investment Management
Massachusetts
$12K – – –
HFS
1023
HBC Financial Services
Washington
$12K +$96 +2 +0.8%
GI
1024
Gradient Investments
Minnesota
$11.7K +$145 +3 +1%
RIM
1025
Rockbridge Investment Management
New York
$11.2K +$11.2K +230 New
39 40
41
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