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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 %
FMTCOCP
1026
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K – – –
POIA
1027
Pin Oak Investment Advisors
Texas
$11K – – –
SAM
1028
Smartleaf Asset Management
Massachusetts
$10.8K +$10.8K +223 New
CCA
1029
Criterion Capital Advisors
Tennessee
$10.5K +$10.5K +218 New
AT
1030
Arlington Trust
Alabama
$10.2K -$2.79M -57,654 -100%
JFGIW
1031
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.1K +$10.1K +209 New
JPWM
1032
Jamison Private Wealth Management
Georgia
$9.7K – – –
AFG
1033
Albion Financial Group
Utah
$9.41K +$9.41K +194 New
PCMC
1034
Planning Capital Management Corporation
Pennsylvania
$9.07K +$9.07K +187 New
VAG
1035
VisionPoint Advisory Group
Texas
$9.03K -$19.3K -399 -68%
CJ
1036
Caitlin John
Michigan
$8.78K +$8.78K +181 New
IGWM
1037
ICA Group Wealth Management
Colorado
$8.53K +$8.53K +176 New
FCT
1038
First Community Trust
Iowa
$8.34K – – –
ATC
1039
Adirondack Trust Company
New York
$8.32K – – –
GPI
1040
General Partner Inc
Pennsylvania
$8.1K – – –
Macquarie Group
1041
Macquarie Group
Australia
$8K – – –
CBT
1042
CoreFirst Bank & Trust
Kansas
$8K – – –
TCA
1043
Trifecta Capital Advisors
Illinois
$7.61K +$7.61K +157 New
RWPA
1044
Richard W. Paul & Associates
Michigan
$7.47K -$8.19K -169 -52%
AIC
1045
Archer Investment Corporation
Indiana
$7.27K – – –
RFG
1046
REAP Financial Group
Texas
$7.19K +$7.19K +148 New
TVWM
1047
Tower View Wealth Management
Wisconsin
$7K +$1.18K +23 +20%
FWM
1048
FSA Wealth Management
Massachusetts
$7K +$7K +142 New
FCMT
1049
Founders Capital Management (Texas)
Texas
$6.25K – – –
HCM
1050
Hollencrest Capital Management
California
$6.21K – – –
40 41
42
43 44