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Itaú Unibanco
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Overview Fund Activity

306 hedge funds and large institutions have $9.46B invested in Itaú Unibanco in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 102 increasing their positions, 96 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+24
Holders Change %
+8.51%
% of All Funds
6.95%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.27%
New
58
Increased
102
Reduced
96
Closed
33
Calls
$39.5M
Puts
$105M
Net Calls
-$65.8M
Net Calls Change
-$13.5M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$336M
2
TIM
Thornburg Investment Management
New Mexico
$112M
3
Fisher Asset Management
Fisher Asset Management
Washington
$337M
4
O
OppenheimerFunds
New York
$71.4M
5
MIP
Mondrian Investment Partners
United Kingdom
$291M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
$0
2
NI
Numeric Investors
Massachusetts
$2.21M
3
AQR Capital Management
AQR Capital Management
Connecticut
$160M
4
QIM
Quantitative Investment Management
Virginia
$0
5
Bank of America
Bank of America
North Carolina
$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAS
251
Shine Investment Advisory Services
Colorado
$60K – – –
GT
252
Glenmede Trust
Pennsylvania
$60K +$27.7K +4,325 +86%
SWP
253
Stratos Wealth Partners
Ohio
$52K +$52K +8,052 New
WA
254
WealthTrust-Arizona
Arizona
$50K – – –
LWCFA
255
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$49K – – –
MTCM
256
Mint Tower Capital Management
Netherlands
$39K +$39K +6,044 New
CAW
257
Cornerstone Advisors (Washington)
Washington
$32K – – –
WTB
258
Washington Trust Bank
Washington
$31K – – –
PFA
259
Pathway Financial Advisors
Vermont
$29K +$29K +4,489 New
SWM
260
SeaCrest Wealth Management
New York
$28K +$28K +4,245 New
CIBC Private Wealth Group
261
CIBC Private Wealth Group
Georgia
$27K +$27K +4,161 New
SIA
262
SeaBridge Investment Advisors
New Jersey
$26K – – –
II
263
Inspire Investing
Idaho
$25K +$25K +3,791 New
LIA
264
LS Investment Advisors
Michigan
$21K – – –
HMS
265
Hanseatic Management Services
New Mexico
$21K +$1.52K +240 +8%
TJHA
266
Thomas J. Herzfeld Advisors
Florida
$19K – – –
IA
267
IFP Advisors
Florida
$18K -$2.26K -346 -11%
PA
268
Parallel Advisors
California
$17K +$334 +50 +2%
POIA
269
Pin Oak Investment Advisors
Texas
$14K +$14K +2,096 New
WA
270
Winfield Associates
Ohio
$13K – – –
CFA
271
Carroll Financial Associates
North Carolina
$12K – – –
TL
272
TrueWealth LLC
Georgia
$11K +$11K +1,625 New
STA
273
Summit Trail Advisors
New York
$11K +$11K +1,643 New
EFSCE
274
Enterprise Financial Services Corp (EFSC)
Missouri
$10K – – –
Manulife (Manufacturers Life Insurance)
275
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10K +$4.72K +708 +90%
9 10
11
12 13