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Itaú Unibanco
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Overview Fund Activity

298 hedge funds and large institutions have $7.81B invested in Itaú Unibanco in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 108 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
-9
Holders Change %
-2.93%
% of All Funds
6.83%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.32%
New
33
Increased
107
Reduced
108
Closed
39
Calls
$37.4M
Puts
$182M
Net Calls
-$145M
Net Calls Change
-$54.7M

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$278M
2
HL
2
Harding Loevner
New Jersey
$763M
3
Capital World Investors
3
Capital World Investors
California
$656M
4
VAM
4
Vontobel Asset Management
New York
$50M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$54.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$70.3M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$39.6M
3
AI
3
Axiom Investors
Connecticut
$77.4M
4
IUHSA
4
Itau Unibanco Holding S.A.
Brazil
$0
5
GQG Partners
5
GQG Partners
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
251
Avestar Capital
New York
$79K +$5.24K +1,236 +7%
MME
252
Meag Munich Ergo
Germany
$76K – – –
HNB
253
Huntington National Bank
Ohio
$51K -$27.1K -5,190 -35%
ST
254
Smithfield Trust
Pennsylvania
$48K -$41.2K -7,933 -46%
SIAS
255
Shine Investment Advisory Services
Colorado
$48K – – –
GT
256
Glenmede Trust
Pennsylvania
$44K -$5.08K -969 -10%
HIIFS
257
Harel Insurance Investments & Financial Services
Israel
$43K -$41.8K -8,006 -49%
LWCFA
258
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39K – – –
WA
259
WealthTrust-Arizona
Arizona
$36K -$3.46K -667 -9%
TRCT
260
Tower Research Capital (TRC)
New York
$34K -$340K -65,910 -91%
CAW
261
Cornerstone Advisors (Washington)
Washington
$31K +$4.2K +806 +16%
PFA
262
Pathway Financial Advisors
Vermont
$23K – – –
CIBC Private Wealth Group
263
CIBC Private Wealth Group
Georgia
$23K – – –
OSAM
264
O'Shaughnessy Asset Management
Connecticut
$22K -$93.6K -17,709 -81%
SWM
265
SeaCrest Wealth Management
New York
$22K -$2.02K -390 -8%
SIA
266
SeaBridge Investment Advisors
New Jersey
$21K – – –
AAM
267
Advisors Asset Management
Colorado
$21K +$21K +3,975 New
FHA
268
Flagship Harbor Advisors
Massachusetts
$21K +$21K +4,103 New
LIA
269
LS Investment Advisors
Michigan
$17K – – –
EFSCE
270
Enterprise Financial Services Corp (EFSC)
Missouri
$16K +$4.45K +870 +39%
RCAG
271
Rehmann Capital Advisory Group
Michigan
$15.2K +$52 +10 +0.3%
POIA
272
Pin Oak Investment Advisors
Texas
$11K – – –
CFA
273
Carroll Financial Associates
North Carolina
$9K – – –
RFA
274
Reilly Financial Advisors
California
$7K – – –
LF
275
Lee Financial
Texas
$7K +$2.88K +528 +70%
9 10
11
12 13