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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
$604M
3
Capital International Investors
Capital International Investors
California
$40.4M
4
U
UBS
Switzerland
$216M
5
BTS
BB&T Securities
Virginia
$507M

Top Sellers

1
PIM
Perkins Investment Management
Illinois
$2.95M
2
Dodge & Cox
Dodge & Cox
California
$404M
3
Renaissance Technologies
Renaissance Technologies
New York
$26.3M
4
Deutsche Bank
Deutsche Bank
Germany
$1.24M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMAM
126
Raab & Moskowitz Asset Management
New Jersey
$2.59M +$2.59M +64,590 New
NEI
127
Northwest & Ethical Investments
Ontario, Canada
$2.59M +$172K +4,170 +7%
HAI
128
Hennessy Advisors Inc
California
$2.53M -$45.3K -1,100 -2%
KCPG
129
Kavar Capital Partners Group
Kansas
$2.53M +$2.53M +61,333 New
BFIM
130
Beese Fulmer Investment Management
Ohio
$2.52M +$14.6K +355 +0.6%
MAA
131
Matrix Asset Advisors
New York
$2.5M +$520K +12,622 +26%
UCFA
132
United Capital Financial Advisors
Texas
$2.5M -$2.34M -56,751 -48%
MSR
133
Main Street Research
Connecticut
$2.44M +$109K +2,655 +5%
MAM
134
Martingale Asset Management
Massachusetts
$2.43M -$247 -6 -0%
M
135
MOTCO
Texas
$2.4M +$88.8K +2,156 +4%
VAM
136
Verity Asset Management
North Carolina
$2.39M +$2.39M +58,110 New
BOH
137
Bank of Hawaii
Hawaii
$2.37M -$146K -3,551 -6%
Neuberger Berman Group
138
Neuberger Berman Group
New York
$2.37M +$243K +5,902 +11%
GD
139
Grandfield & Dodd
New York
$2.29M +$298K +7,235 +15%
FA
140
FMA Advisory
Pennsylvania
$2.28M +$107K +2,609 +5%
PMG
141
ProVise Management Group
Florida
$2.24M +$202K +4,907 +10%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$2.21M +$968K +23,504 +78%
SC
143
Scotia Capital
Ontario, Canada
$2.19M +$519K +12,587 +31%
UAM
144
UAS Asset Management
New York
$2.13M -$589K -14,300 -22%
HighTower Advisors
145
HighTower Advisors
Illinois
$2.12M -$204K -4,952 -9%
PTC
146
Private Trust Company
Ohio
$2.11M +$20.8K +506 +1%
DMIC
147
Dixon Mitchell Investment Counsel
British Columbia, Canada
$2.09M +$54.4K +1,320 +3%
CPS
148
Counsel Portfolio Services
Ontario, Canada
$2.05M +$61.8K +1,500 +3%
OC
149
Oppenheimer & Co
New York
$2.05M -$287K -6,963 -12%
HPIA
150
Hamilton Point Investment Advisors
North Carolina
$2.01M +$2.01M +48,771 New
4 5
6
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