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Itaú Unibanco
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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 %
CAM
251
Cresset Asset Management
Illinois
$128K +$35.8K +5,214 +39%
CFW
252
CA Family Wealth
California
$120K +$120K +17,490 New
BWP
253
Baldwin Wealth Partners
Massachusetts
$117K +$5.52K +807 +5%
SFA
254
Sequoia Financial Advisors
Ohio
$114K +$2.48K +362 +2%
MFW
255
Meristem Family Wealth
Minnesota
$113K – – –
CG
256
Caprock Group
Idaho
$112K -$486 -71 -0.4%
HIIFS
257
Harel Insurance Investments & Financial Services
Israel
$110K – – –
WHG
258
Westwood Holdings Group
Texas
$109K – – –
Creative Planning
259
Creative Planning
Kansas
$108K – – –
BCM
260
Bluefin Capital Management
New York
$107K +$922 +134 +0.9%
JIC
261
Johnson Investment Counsel
Ohio
$106K -$2.22K -322 -2%
SW
262
SVB Wealth
Massachusetts
$106K +$106K +15,371 New
S
263
SignatureFD
Georgia
$102K -$3.73K -545 -4%
ER
264
Enlightenment Research
Florida
$101K -$109K -15,878 -52%
QCG
265
Quadrant Capital Group
Ohio
$98K -$173K -26,581 -64%
MC
266
Miles Capital
Iowa
$97K -$1.6K -234 -2%
IRC
267
Investors Research Corp
Georgia
$82K – – –
CLOS
268
Compagnie Lombard Odier SCmA
Switzerland
$78K -$57K -8,344 -42%
ED
269
Exane Derivatives
France
$72.8K -$812K -130,850 -92%
CG
270
Cutler Group
California
$59K – – –
PCM
271
Prelude Capital Management
New York
$54K +$54K +7,835 New
LWCFA
272
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52K – – –
GT
273
Glenmede Trust
Pennsylvania
$48K -$6.98K -1,033 -13%
ST
274
Smithfield Trust
Pennsylvania
$48K – – –
LC
275
Lindbrook Capital
California
$47K – – –
9 10
11
12 13