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 %
BOH
1151
Bank of Hawaii
Hawaii
– -$201K -4,075 Closed
ICM
1152
IMS Capital Management
Oregon
– -$201K -4,066 Closed
GAM
1153
Garrison Asset Management
Arkansas
– -$200K -4,057 Closed
CIM
1154
Contravisory Investment Management
Massachusetts
– -$150K -3,033 Closed
FRA
1155
Front Row Advisors
California
– -$68K -1,376 Closed
SCA
1156
Stonebridge Capital Advisors
Minnesota
– -$61.8K -1,250 Closed
CA
1157
Crewe Advisors
Utah
– -$49.9K -1,011 Closed
PPWM
1158
PFG Private Wealth Management
Florida
– -$33K -669 Closed
RA
1159
Rational Advisors
New York
– -$24.8K -476 Closed
MIA
1160
Milestone Investment Advisors
Wisconsin
– -$20.9K -423 Closed
LAS
1161
LWM Advisory Services
Florida
– -$17.6K -357 Closed
BAAM
1162
Baker Avenue Asset Management
California
– -$14.3K -289 Closed
QP
1163
Quilter Plc
United Kingdom
– -$243K -200 Closed
GWSG
1164
GPS Wealth Strategies Group
Colorado
– -$9.88K -200 Closed
ANBT
1165
American National Bank & Trust
Texas
– -$8.4K -170 Closed
VWM
1166
Venturi Wealth Management
Texas
– -$4.5K -91 Closed
AWA
1167
Artemis Wealth Advisors
New York
– -$4.1K -83 Closed
PO
1168
Private Ocean
California
– -$3.41K -69 Closed
TFGT
1169
TS Financial Group (TSFG)
Illinois
– -$3K -54 Closed
CHC
1170
City Holding Co
West Virginia
– -$2.37K -48 Closed
BWS
1171
Buck Wealth Strategies
Colorado
– -$2K -40 Closed
FAM
1172
Flaharty Asset Management
Florida
– -$1.68K -34 Closed
MIM
1173
Macroview Investment Management
Maryland
– -$1.43K -29 Closed
HWP
1174
Hibernia Wealth Partners
Louisiana
– -$1.09K -22 Closed
SCP
1175
Shorepoint Capital Partners
Massachusetts
– -$273K – –
43 44 45 46
47