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Unilever
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Overview Fund Activity

1,089 hedge funds and large institutions have $12.5B invested in Unilever in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 408 increasing their positions, 417 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,089
Holders Change
-16
Holders Change %
-1.45%
% of All Funds
15.79%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
89
Increased
408
Reduced
417
Closed
93
Calls
$140M
Puts
$80.5M
Net Calls
+$59.4M
Net Calls Change
+$13.3M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$718M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$423M
3
EIC
Equity Investment Corp
Georgia
$146M
4
Millennium Management
Millennium Management
New York
$89.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.79B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$405M
2
MNG
Manning & Napier Group
New York
$9.44M
3
BlackRock
BlackRock
New York
$802M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$26.5M
5
Northern Trust
Northern Trust
Illinois
$65.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MNBTD
1126
Moody National Bank Trust Division
Texas
– -$304K -6,275 Closed
SAG
1127
SageView Advisory Group
California
– -$299K -6,102 Closed
AWA
1128
Arete Wealth Advisors
Illinois
– -$290K -5,990 Closed
AR
1129
Advisory Research
Illinois
– -$267K -5,511 Closed
PF
1130
Phoenix Financial
Israel
– -$262K -5,410 Closed
CPW
1131
Cove Private Wealth
New York
– -$259K -5,350 Closed
PWPS
1132
Pinnacle Wealth Planning Services
Ohio
– -$257K -5,293 Closed
NPA
1133
Nichols & Pratt Advisers
Massachusetts
– -$251K -5,175 Closed
WI
1134
WrapManager Inc
California
– -$248K -5,116 Closed
WI
1135
Wintrust Investments
Illinois
– -$246K -5,068 Closed
LAM
1136
Lummis Asset Management
Texas
– -$242K -5,000 Closed
KFC
1137
Klingenstein Fields & Co
New York
– -$239K -4,925 Closed
IA
1138
IFG Advisory
Georgia
– -$237K -4,880 Closed
FAG
1139
Fortitude Advisory Group
Washington
– -$236K -4,867 Closed
GWMR
1140
GC Wealth Management RIA
Massachusetts
– -$236K -4,867 Closed
CWM
1141
Connecticut Wealth Management
Connecticut
– -$229K -4,723 Closed
SFO
1142
Stokes Family Office
Louisiana
– -$228K -4,700 Closed
DCM
1143
DGS Capital Management
New Jersey
– -$224K -4,629 Closed
MA
1144
MONECO Advisors
Connecticut
– -$223K -4,595 Closed
MCM
1145
Mainstay Capital Management
Michigan
– -$213K -4,390 Closed
PVI
1146
Pine Valley Investments
New Jersey
– -$211K -4,347 Closed
FNB
1147
Farmers National Bank
Kentucky
– -$211K -4,347 Closed
IAN
1148
Integrated Advisors Network
Texas
– -$209K -4,320 Closed
AWM
1149
Aprio Wealth Management
Georgia
– -$208K -4,297 Closed
9WM
1150
9258 Wealth Management
Ohio
– -$204K -4,215 Closed
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