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Itaú Unibanco
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Overview Fund Activity

285 hedge funds and large institutions have $4.79B invested in Itaú Unibanco in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 81 increasing their positions, 120 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
-41
Holders Change %
-12.58%
% of All Funds
6.3%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.13%
New
35
Increased
81
Reduced
120
Closed
73
Calls
$45M
Puts
$89.9M
Net Calls
-$44.8M
Net Calls Change
+$162M

Top Buyers

1
Invesco
Invesco
Georgia
$391M
2
HL
Harding Loevner
New Jersey
$435M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$221M
4
GIM
Genesis Investment Management
United Kingdom
$32.9M
5
Franklin Resources
Franklin Resources
California
$129M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$111M
2
Morgan Stanley
Morgan Stanley
New York
$17.5M
3
MMH
Menora Mivtachim Holdings
Israel
$0
4
Bank of America
Bank of America
North Carolina
$28.7M
5
Capital World Investors
Capital World Investors
California
$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
251
Orion Portfolio Solutions
Nebraska
$6K – – –
VCP
252
Verus Capital Partners
Arizona
$6K +$6K +1,825 New
RFA
253
Reilly Financial Advisors
California
$5K – – –
SF
254
Synovus Financial
Georgia
$5K +$5K +1,262 New
PFGIA
255
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$5K +1,433 New
EFSCE
256
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$5.21K -1,696 -57%
MFS
257
Mirabella Financial Services
United Kingdom
$4K – – –
CFA
258
Carroll Financial Associates
North Carolina
$4K – – –
ASN
259
Advisory Services Network
Georgia
$4K – – –
CIAS
260
CBIZ Investment Advisory Services
Ohio
$4K – – –
POIA
261
Pin Oak Investment Advisors
Texas
$4K – – –
FMII
262
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
WT
263
Whittier Trust
California
$4K – – –
SWM
264
Sugarloaf Wealth Management
Georgia
$3K – – –
TL
265
TrueWealth LLC
Georgia
$3K – – –
FCA
266
FinTrust Capital Advisors
South Carolina
$2K – – –
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +487 New
ME
268
McIlrath & Eck
Washington
$2K +$2K +506 New
BAM
269
Bellevue Asset Management
Washington
$2K +$2K +632 New
APA
270
American Portfolios Advisors
New York
$1.52K +$740 +220 +95%
BCA
271
Berman Capital Advisors
Georgia
$1K -$6.86K -2,759 -87%
TAIM
272
TD Ameritrade Investment Management
Nebraska
$1K -$677 -298 -40%
PCG
273
Private Capital Group
Connecticut
$1K – – –
CTC
274
Central Trust Company
Missouri
$1K – – –
NFG
275
Next Financial Group
Texas
$1K – – –
9 10
11
12 13