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Itaú Unibanco
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Overview Fund Activity

264 hedge funds and large institutions have $6.46B invested in Itaú Unibanco in 2016 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+13
Holders Change %
+5.18%
% of All Funds
7.06%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.43%
New
40
Increased
75
Reduced
100
Closed
24
Calls
$20.2M
Puts
$39.5M
Net Calls
-$19.3M
Net Calls Change
+$12.1M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$267M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$533M
3
Macquarie Group
3
Macquarie Group
Australia
$188M
4
OAG
4
Orbis Allan Gray
Bermuda
$150M
5
HCM
5
Highfields Capital Management
Massachusetts
$69.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$167M
2
Bank of America
2
Bank of America
North Carolina
$65M
3
GTP
3
Global Thematic Partners
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$45.6M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
226
United Capital Financial Advisors
Texas
$111K -$74.7K -18,315 -40%
RBC
227
Ronald Blue & Co
Georgia
$110K +$110K +25,556 New
LG
228
Leuthold Group
Minnesota
$102K – – –
FA
229
FDx Advisors
Illinois
$100K -$13.3K -3,115 -12%
M&T Bank
230
M&T Bank
New York
$97K -$27.5K -6,378 -22%
EEG
231
E.E. Geduld
$94K +$94K +22,016 New
QCG
232
Quadrant Capital Group
Ohio
$83K -$1.39K -330 -2%
IR
233
Invictus RG
Bermuda
$71K +$5.07K +1,185 +8%
PRS
234
Pinkerton Retirement Specialists
Idaho
$70K +$70K +16,329 New
PAM
235
Paradigm Asset Management
New York
$51.4K – – –
H
236
Hexavest
Quebec, Canada
$46K – – –
Creative Planning
237
Creative Planning
Kansas
$43K +$43K +10,072 +111,911%
DVM
238
Dreman Value Management
Florida
$39K -$4.63K -1,077 -11%
Mitsubishi UFJ Asset Management
239
Mitsubishi UFJ Asset Management
Japan
$38K – – –
MCM
240
McKinley Capital Management
Alaska
$37K – – –
S
241
SignatureFD
Georgia
$37K +$32.9K +7,698 +796%
WA
242
WealthTrust-Arizona
Arizona
$36K -$13.3K -3,067 -27%
LWCFA
243
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32K – – –
LTFS
244
Ladenburg Thalmann Financial Services
Florida
$31K -$1.24K -293 -4%
GT
245
Glenmede Trust
Pennsylvania
$25K +$17.9K +4,251 +250%
WT
246
Whittier Trust
California
$15K – – –
LIA
247
LS Investment Advisors
Michigan
$14K – – –
CFA
248
Carroll Financial Associates
North Carolina
$14K – – –
BBHC
249
Brown Brothers Harriman & Co
New York
$14K +$14K +3,223 New
WTC
250
WhitTier Trust Company
Nevada
$10K – – –
8 9
10
11 12