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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
$798M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$70.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.67B
4
Fisher Asset Management
Fisher Asset Management
Washington
$525M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$458M

Top Sellers

1
CCM
Cullen Capital Management
New York
$148M
2
Bank of America
Bank of America
North Carolina
$408M
3
BlackRock
BlackRock
New York
$839M
4
Federated Hermes
Federated Hermes
Pennsylvania
$69.7M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$47.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAG
1076
Wiser Advisor Group
Arizona
$2.78K +$2.78K +57 New
BIA
1077
Bell Investment Advisors
California
$2.67K -$2.91K -60 -52%
HI
1078
Hoey Investments
Pennsylvania
$2.52K – – –
PAI
1079
Pittenger & Anderson Inc
Nebraska
$2.42K – – –
CCM
1080
Copeland Capital Management
Pennsylvania
$2.42K – – –
PSB
1081
Piscataqua Savings Bank
New Hampshire
$2.42K – – –
MFT
1082
Moisand Fitzgerald Tamayo
Florida
$2.18K +$2.18K +45 New
NMG
1083
New Millennium Group
Utah
$2.13K – – –
OP
1084
ORG Partners
Indiana
$2.08K – – –
AP
1085
Atwood & Palmer
Missouri
$2.04K – – –
AW
1086
Avion Wealth
Texas
$2K – – –
C
1087
Covestor
United Kingdom
$2K – – –
SAG
1088
Spotlight Asset Group
Illinois
$1.98K – – –
IHWM
1089
Iron Horse Wealth Management
Iowa
$1.79K – – –
GWMIA
1090
Global Wealth Management Investment Advisory
Florida
$1.75K – – –
FSWA
1091
Financial Synergies Wealth Advisors
Texas
$1.71K +$1.71K +34 New
CAM
1092
ClariVest Asset Management
California
$1.7K +$1.7K +35 New
DF
1093
Dunhill Financial
United Kingdom
$1.36K +$1.36K +28 New
SWM
1094
Sanctuary Wealth Management
Idaho
$1.26K – – –
FG
1095
Fairman Group
Pennsylvania
$1.26K +$1.26K +26 New
GIM
1096
Gold Investment Management
Alberta, Canada
$1.21K +$1.21K +25 New
AFS
1097
Annapolis Financial Services
Maryland
$1.07K – – –
DAC
1098
Dividend Assets Capital
South Carolina
$1K – – –
PMFA
1099
Plante Moran Financial Advisors
Michigan
$824 -$22.3K -460 -96%
AWM
1100
Abound Wealth Management
Tennessee
$604 – – –
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