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Unilever
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Overview Fund Activity

1,103 hedge funds and large institutions have $12.6B invested in Unilever in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 372 increasing their positions, 447 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,103
Holders Change
+14
Holders Change %
+1.29%
% of All Funds
16.04%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
101
Increased
372
Reduced
447
Closed
74
Calls
$154M
Puts
$138M
Net Calls
+$15.6M
Net Calls Change
-$43.8M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$859M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$98.2M
3
SSA
Schonfeld Strategic Advisors
New York
$70.6M
4
ClearBridge Investments
ClearBridge Investments
New York
$71.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$241M

Top Sellers

1
GA
GFS Advisors
Texas
$11.5M
2
BlackRock
BlackRock
New York
$416M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$322M
4
Bank of America
Bank of America
North Carolina
$400M
5
Stifel Financial
Stifel Financial
Missouri
$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
1001
Roble Belko & Company
Pennsylvania
$26K – – –
BSB
1002
Bangor Savings Bank
Maine
$25.8K – – –
BLC
1003
Brown, Lisle/Cummings
Rhode Island
$24.2K – – –
ADL
1004
Asset Dedication LLC
California
$22.9K +$2.75K +50 +14%
APC
1005
Aspire Private Capital
North Carolina
$22.2K -$5.23K -95 -19%
ITIM
1006
Indiana Trust & Investment Management
Indiana
$22.2K +$22.2K +403 New
PCWA
1007
Pacific Capital Wealth Advisors
California
$22K -$4.73K -86 -18%
BC
1008
Barrett & Company
Rhode Island
$22K – – –
CCC
1009
Chelsea Counsel Company
California
$22K – – –
TC
1010
Trust Company
Kansas
$22K – – –
CT
1011
Clearstead Trust
Maine
$22K – – –
CAC
1012
Core Alternative Capital
Georgia
$22K – – –
FFA
1013
Frazier Financial Advisors
Ohio
$21.2K +$1.16K +21 +6%
NECFA
1014
New England Capital Financial Advisors
Connecticut
$20.6K +$5.66K +103 +38%
CAS
1015
Coppell Advisory Solutions
Texas
$19.7K +$19.7K +359 New
ME
1016
McIlrath & Eck
Washington
$19.7K – – –
CNBTD
1017
Citizens National Bank Trust Department
Mississippi
$19.7K +$19.7K +358 New
FWA
1018
FSC Wealth Advisors
New York
$18.8K – – –
RWMG
1019
Redwood Wealth Management Group
New Jersey
$18.4K +$18.4K +335 New
QPBE
1020
Quintet Private Bank (Europe)
Luxembourg
$17.9K +$126 +2 +0.7%
BF
1021
BOK Financial
Oklahoma
$17.2K -$30.5K -554 -64%
GKIM
1022
GW&K Investment Management
Massachusetts
$17K +$1.25K +23 +8%
KFS
1023
Kelly Financial Services
Massachusetts
$16.5K +$2.2K +40 +15%
WIA
1024
Wetzel Investment Advisors
Indiana
$16.2K – – –
KFI
1025
Key Financial Inc
Pennsylvania
$15.9K – – –
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