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Unilever
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Overview Fund Activity

391 hedge funds and large institutions have $5.11B invested in Unilever in 2013 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 158 increasing their positions, 113 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+23
Holders Change %
+6.25%
% of All Funds
11.36%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
62
Increased
158
Reduced
113
Closed
35
Calls
$5.23M
Puts
$7M
Net Calls
-$1.78M
Net Calls Change
-$3.32M

Top Buyers

1
FMI
Fiduciary Management Inc
Wisconsin
+$344M
2
MNA
Manning & Napier Advisors
New York
+$142M
3
Capital International Investors
Capital International Investors
California
+$40.4M
4
U
UBS
Switzerland
+$28.4M
5
BTS
BB&T Securities
Virginia
+$21.8M

Top Sellers

1
PIM
Perkins Investment Management
Illinois
-$64.7M
2
Dodge & Cox
Dodge & Cox
California
-$21.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$14.9M
4
Deutsche Bank
Deutsche Bank
Germany
-$14.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
226
J.P. Morgan Private Wealth Advisors
California
$688K +$39.1K +950 +6%
HFS
227
HL Financial Services
Kentucky
$670K +$29.2K +710 +5%
BAS
228
Brown Advisory Securities
Maryland
$669K -$13.7K -331 -2%
DMC
229
Drexel Morgan & Co
Pennsylvania
$649K +$39.8K +966 +7%
WCM
230
Weik Capital Management
Pennsylvania
$638K – – –
FCM
231
Forester Capital Management
Illinois
$635K +$373K +12,970 +143%
SAM
232
Symphony Asset Management
California
$625K +$625K +15,170 New
RIM
233
Regent Investment Management
Kentucky
$613K +$28.9K +700 +5%
SRC
234
Shufro Rose & Co
New York
$609K – – –
AI
235
Atria Investments
North Carolina
$596K -$146K -3,545 -20%
CP
236
Camelot Portfolios
Ohio
$589K +$589K +14,300 New
RJT
237
Raymond James Trust
Florida
$585K +$19.4K +470 +3%
BT
238
Beacon Trust
New Jersey
$584K -$1.44K -35 -0.2%
AIG
239
American International Group
New York
$578K +$70.7K +1,716 +14%
DCLA
240
Douglas C. Lane & Associates
New York
$577K -$255K -6,191 -31%
CPA
241
Court Place Advisors
Maryland
$575K +$575K +13,958 New
TCM
242
Texan Capital Management
Texas
$572K -$189K -4,600 -25%
Barclays
243
Barclays
United Kingdom
$571K -$384K -9,340 -40%
BCM
244
BBT Capital Management
Texas
$571K – – –
CK
245
Carnick & Kubik
Colorado
$571K +$571K +13,850 New
JHIU
246
Janus Henderson Investors US
Colorado
$537K – – –
QIM
247
Quantitative Investment Management
Virginia
$523K +$24.7K +600 +5%
DC
248
Davenport & Co
Virginia
$499K -$16.5K -400 -3%
BFA
249
Beaumont Financial Advisors
Massachusetts
$479K -$46.8K -1,135 -9%
LIM
250
Leavell Investment Management
Alabama
$478K +$134K +3,250 +39%
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