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Itaú Unibanco
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Overview Fund Activity

292 hedge funds and large institutions have $11.6B invested in Itaú Unibanco in 2014 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 99 increasing their positions, 131 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+17
Holders Change %
+6.18%
% of All Funds
8.4%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.49%
New
45
Increased
99
Reduced
131
Closed
26
Calls
$91M
Puts
$74.8M
Net Calls
+$16.2M
Net Calls Change
+$136M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$470M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$221M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$145M
4
Morgan Stanley
4
Morgan Stanley
New York
$289M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$694M

Top Sellers

1
NC
1
Northern Cross
Massachusetts
$395M
2
TIM
2
Thornburg Investment Management
New Mexico
$0
3
Capital International Investors
3
Capital International Investors
California
$9.15M
4
CII
4
Capital International Inc
California
$80.8M
5
Deutsche Bank
5
Deutsche Bank
Germany
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
226
Sequoia Financial Advisors
Ohio
$349K +$66.1K +11,146 +23%
RBC
227
Ronald Blue & Co
Georgia
$330K -$27.9K -4,703 -8%
FMT
228
First Mercantile Trust
Tennessee
$326K +$326K +54,928 New
VanEck Associates
229
VanEck Associates
New York
$309K +$19.5K +3,287 +7%
FA
230
FDx Advisors
Illinois
$306K +$306K +51,579 New
GAM
231
Gould Asset Management
California
$293K +$3.44K +580 +1%
Principal Financial Group
232
Principal Financial Group
Iowa
$288K +$12 +2 +0%
GXMC
233
Global X Management Company
New York
$279K +$38.1K +6,431 +16%
CCA
234
Checchi Capital Advisers
California
$268K +$268K +45,188 New
BF
235
BOK Financial
Oklahoma
$266K +$3K +505 +1%
DTL
236
Dynamic Technology Lab
Singapore
$266K +$266K +44,698 New
Susquehanna International Group
237
Susquehanna International Group
Pennsylvania
$265K -$4.66M -785,398 -95%
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$263K +$6.97K +1,170 +3%
JIC
239
Johnson Investment Counsel
Ohio
$254K +$4.26K +719 +2%
SFP
240
Santa Fe Partners
New Mexico
$241K -$2.06M -346,981 -90%
LNWWM
241
Laird Norton Wetherby Wealth Management
California
$230K -$4.24K -714 -2%
Federated Hermes
242
Federated Hermes
Pennsylvania
$225K +$225K +37,828 New
OA
243
OFI Advisors
Pennsylvania
$216K -$47.8K -8,063 -18%
QC
244
QCM Cayman
Texas
$205K -$121K -20,306 -37%
RCG
245
Ruane, Cunniff & Goldfarb
New York
$204K +$476 +80 +0.2%
HCM
246
Herndon Capital Management
Georgia
$197K – – –
NB
247
Norinchukin Bank
Japan
$174K +$2.43K +408 +1%
IRS
248
Invictus RG (Singapore)
Singapore
$174K +$174K +29,303 New
MIS
249
Morningstar Investment Services
Illinois
$173K +$173K +29,170 New
DADC
250
D.A. Davidson & Co
Montana
$163K -$3.01K -508 -2%
8 9
10
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