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Itaú Unibanco
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Overview Fund Activity

282 hedge funds and large institutions have $9.61B invested in Itaú Unibanco in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 98 increasing their positions, 109 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-15
Holders Change %
-5.05%
% of All Funds
7.04%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
20
Increased
98
Reduced
109
Closed
28
Calls
$29.5M
Puts
$81.7M
Net Calls
-$52.2M
Net Calls Change
-$4.24M

Top Buyers

1
MIP
Mondrian Investment Partners
United Kingdom
$236M
2
Fisher Asset Management
Fisher Asset Management
Washington
$265M
3
HL
Harding Loevner
New Jersey
$902M
4
UBS AM
UBS AM
Illinois
$131M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$236M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$354M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$64.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$303M
4
BlackRock
BlackRock
New York
$582M
5
Citigroup
Citigroup
New York
$60.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
251
LS Investment Advisors
Michigan
$22K – – –
TJHA
252
Thomas J. Herzfeld Advisors
Florida
$21K – – –
IA
253
IFP Advisors
Florida
$21K +$596 +88 +3%
HMS
254
Hanseatic Management Services
New Mexico
$21K +$657 +96 +3%
MFW
255
Mosaic Family Wealth
Missouri
$20K +$20K +2,870 New
PA
256
Parallel Advisors
California
$16K – – –
HCA
257
Horan Capital Advisors
Ohio
$14K +$14K +2,061 New
CFA
258
Carroll Financial Associates
North Carolina
$13K – – –
WA
259
Winfield Associates
Ohio
$13K – – –
EFSCE
260
Enterprise Financial Services Corp (EFSC)
Missouri
$11K – – –
RFA
261
Reilly Financial Advisors
California
$10K – – –
WTC
262
WhitTier Trust Company
Nevada
$8K – – –
FMII
263
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
CTC
264
Central Trust Company
Missouri
$7K – – –
WAM
265
Wealthspire Advisors (Maryland)
Maryland
$7K – – –
PCP
266
Proficio Capital Partners
Massachusetts
$5K – – –
ASN
267
Advisory Services Network
Georgia
$5K – – –
Manulife (Manufacturers Life Insurance)
268
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K +$954 +151 +24%
SPIA
269
Steward Partners Investment Advisory
New York
$5K +$1.19K +175 +31%
CHP
270
Cable Hill Partners
Oregon
$5K +$5K +676 New
FAM
271
Fred Alger Management
New York
$4K -$1.4M -209,874 -100%
CG
272
Cutler Group
California
$4K -$211K -31,623 -98%
BBHC
273
Brown Brothers Harriman & Co
New York
$4K – – –
BL
274
Balentine LLC
Georgia
$3K – – –
GWM
275
Geneos Wealth Management
Colorado
$2K -$3.23K -585 -62%
9 10
11
12 13