ITUB icon

Itaú Unibanco
ITUB

Overview Fund Activity

326 hedge funds and large institutions have $10.4B invested in Itaú Unibanco in 2019 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 95 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+11
Holders Change %
+3.49%
% of All Funds
6.44%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.22%
New
46
Increased
95
Reduced
121
Closed
30
Calls
$69.5M
Puts
$276M
Net Calls
-$207M
Net Calls Change
-$12.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$338M
2
Capital Research Global Investors
Capital Research Global Investors
California
$589M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$132M
4
Bank of America
Bank of America
North Carolina
$211M
5
MMH
Menora Mivtachim Holdings
Israel
$78.6M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$572M
2
VAM
Vontobel Asset Management
New York
$345M
3
Fidelity International
Fidelity International
Bermuda
$0
4
Fisher Asset Management
Fisher Asset Management
Washington
$438M
5
Two Sigma Investments
Two Sigma Investments
New York
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
226
Advisor Partners
California
$214K +$11.1K +1,784 +5%
CIBC World Market
227
CIBC World Market
Ontario, Canada
$208K +$39.8K +5,804 +24%
GT
228
Greenleaf Trust
Michigan
$207K – – –
YWP
229
YorkBridge Wealth Partners
New York
$203K +$3.4K +497 +2%
DTL
230
Dynamic Technology Lab
Singapore
$188K +$188K +27,361 New
MIFH
231
Migdal Insurance & Financial Holdings
Israel
$185K +$55.5K +7,205 +43%
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$185K +$185K +26,339 New
PVWM
233
Point View Wealth Management
New Jersey
$183K +$27.4K +4,003 +18%
TD Asset Management
234
TD Asset Management
Ontario, Canada
$176K -$79K -11,517 -31%
UCFA
235
United Capital Financial Advisors
Texas
$175K +$175K +25,569 New
HighTower Advisors
236
HighTower Advisors
Illinois
$170K +$66.3K +9,641 +64%
Mawer Investment Management
237
Mawer Investment Management
Alberta, Canada
$168K – – –
CAW
238
Cornerstone Advisors (Washington)
Washington
$159K +$29.8K +4,357 +23%
AI
239
Atria Investments
North Carolina
$157K +$157K +22,935 New
AAM
240
Advisors Asset Management
Colorado
$156K +$26.7K +3,904 +21%
KWA
241
KCS Wealth Advisory
California
$153K +$16.7K +2,446 +12%
Tudor Investment Corp
242
Tudor Investment Corp
Connecticut
$152K +$152K +22,229 New
MML Investors Services
243
MML Investors Services
Massachusetts
$146K +$5.42K +793 +4%
CS
244
Comerica Securities
Michigan
$144K -$12.4K -1,804 -8%
WA
245
Wealth Alliance
New York
$139K +$139K +20,245 New
PAS
246
Park Avenue Securities
New York
$137K -$4.3K -625 -3%
OWA
247
One Wealth Advisors
California
$137K -$1K -146 -0.7%
GFPC
248
Global Financial Private Capital
Florida
$137K +$64.6K +9,416 +89%
M&T Bank
249
M&T Bank
New York
$136K -$83.6K -12,155 -38%
BF
250
BOK Financial
Oklahoma
$132K -$136 -20 -0.1%
8 9
10
11 12