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Unilever
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Overview Fund Activity

1,102 hedge funds and large institutions have $13.5B invested in Unilever in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 418 increasing their positions, 401 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,102
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
17.64%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
95
Increased
418
Reduced
401
Closed
69
Calls
$226M
Puts
$147M
Net Calls
+$79.8M
Net Calls Change
+$16.8M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$172M
2
Federated Hermes
Federated Hermes
Pennsylvania
$118M
3
CCM
Cullen Capital Management
New York
$239M
4
Millennium Management
Millennium Management
New York
$55.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.84B

Top Sellers

1
IPAM
ICICI Prudential Asset Management
India
$0
2
GRQ
Gardner Russo & Quinn
Pennsylvania
$221M
3
FMI
Fiduciary Management Inc
Wisconsin
$206M
4
Invesco
Invesco
Georgia
$3.85M
5
Stifel Financial
Stifel Financial
Missouri
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$9.99M -$39K -236 -0.4%
LBC
127
Lowe Brockenbrough & Co
Virginia
$9.78M +$9.78M +188,415 New
PAG
128
Private Advisory Group
Washington
$9.72M -$812K -15,631 -8%
PFM
129
Parsec Financial Management
North Carolina
$9.67M -$15.9K -307 -0.2%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$9.62M -$318K -6,117 -3%
MML Investors Services
131
MML Investors Services
Massachusetts
$9.61M +$389K +7,497 +4%
FPFS
132
First Personal Financial Services
North Carolina
$9.51M +$175K +3,361 +2%
AG
133
Advocate Group
Minnesota
$9.46M +$44.8K +863 +0.5%
CYG
134
Clean Yield Group
Vermont
$9.35M +$7.01K +135 +0.1%
NC
135
Nicholas Company
Wisconsin
$9.05M +$9.05M +174,295 New
GF
136
Gabelli Funds
New York
$8.86M +$628K +12,100 +8%
AAIM
137
American Assets Investment Management
California
$8.83M – – –
MCP
138
Martin Capital Partners
Oregon
$8.69M +$307K +5,902 +4%
GA
139
GFS Advisors
Texas
$8.66M -$2.94M -56,540 -25%
GC
140
Guardian Capital
Ontario, Canada
$8.61M -$41.8K -805 -0.5%
KFP
141
Keystone Financial Planning
Ohio
$8.6M +$18.6K +358 +0.2%
CAN
142
Cetera Advisor Networks
California
$8.48M +$415K +7,998 +5%
MGIA
143
Matthew Goff Investment Advisor
Texas
$8.45M +$28.1K +542 +0.3%
BCI
144
Brinker Capital Investments
Pennsylvania
$8.44M +$1.06M +20,322 +14%
OPS
145
Orion Portfolio Solutions
Nebraska
$8.44M +$7.92M +152,462 +1,528%
Cerity Partners
146
Cerity Partners
New York
$8.35M +$2.13M +24,466 +34%
RT
147
Rockland Trust
Massachusetts
$8.2M +$100K +1,927 +1%
PTC
148
Philadelphia Trust Company
Pennsylvania
$8.1M -$2.97M -57,195 -27%
US Bancorp
149
US Bancorp
Minnesota
$8.01M -$99.9K -1,924 -1%
MAA
150
Matrix Asset Advisors
New York
$7.75M -$241K -4,635 -3%
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