UL icon

Unilever
UL

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 %
EWM
1126
EPG Wealth Management
Georgia
– -$488K -9,869 Closed
CWM
1127
Cornerstone Wealth Management
Missouri
– -$433K -8,772 Closed
AIA
1128
Angeles Investment Advisors
California
– -$352K -7,135 Closed
TCMP
1129
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$334K -6,762 Closed
STC
1130
Sarah T. Connolly
– -$325K -6,585 Closed
SW
1131
Solidarity Wealth
Utah
– -$317K -6,409 Closed
SPWM
1132
Schrum Private Wealth Management
Florida
– -$304K -6,161 Closed
NME
1133
Notis-McConarty Edward
– -$299K -6,055 Closed
NAS
1134
Nicolet Advisory Services
Wisconsin
– -$294K -6,013 Closed
CBFP
1135
Cedar Brook Financial Partners
Ohio
– -$288K -5,826 Closed
CHP
1136
Cable Hill Partners
Oregon
– -$272K -5,509 Closed
NED
1137
Nancy E. Dempze
– -$263K -5,321 Closed
MFA
1138
Mayflower Financial Advisors
Massachusetts
– -$257K -5,196 Closed
FAIM
1139
Financial Advocates Investment Management
Washington
– -$246K -4,979 Closed
LF
1140
Lantz Financial
Illinois
– -$231K -4,677 Closed
PWMAG
1141
Pinnacle Wealth Management Advisory Group
New Jersey
– -$228K -4,611 Closed
1WM
1142
1900 Wealth Management
Texas
– -$226K -4,580 Closed
IAIM
1143
International Assets Investment Management
Florida
– -$219K -4,495 Closed
AWA
1144
Arkadios Wealth Advisors
Georgia
– -$222K -4,495 Closed
HNWAG
1145
High Net Worth Advisory Group
Florida
– -$207K -4,184 Closed
ABLA
1146
Alan B. Lancz & Associates
Ohio
– -$205K -4,150 Closed
SMA
1147
Seven Mile Advisory
New Jersey
– -$204K -4,132 Closed
AIA
1148
Alera Investment Advisors
Illinois
– -$204K -4,126 Closed
WSCM
1149
Wellington Shields Capital Management
New York
– -$203K -4,110 Closed
CCA
1150
Cottonwood Capital Advisors
Utah
– -$202K -4,090 Closed
43 44 45
46
47