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Itaú Unibanco
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Overview Fund Activity

297 hedge funds and large institutions have $10.6B invested in Itaú Unibanco in 2014 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 109 increasing their positions, 118 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+5
Holders Change %
+1.71%
% of All Funds
8.62%
Holding in Top 10
10
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-41.18%
% of All Funds
0.29%
New
32
Increased
109
Reduced
118
Closed
24
Calls
$96.8M
Puts
$279M
Net Calls
-$182M
Net Calls Change
-$198M

Top Buyers

1
VAM
Vontobel Asset Management
New York
$730M
2
OH
Orbis Holdings
Bermuda
$66.1M
3
Ameriprise
Ameriprise
Minnesota
$136M
4
TIM
Thornburg Investment Management
New Mexico
$36.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$236M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$332M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$572M
3
Morgan Stanley
Morgan Stanley
New York
$148M
4
IVA
International Value Advisers
$0
5
American Century Companies
American Century Companies
Missouri
$65.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRS
276
Invictus RG (Singapore)
Singapore
$18K -$150K -26,155 -89%
GT
277
Glenmede Trust
Pennsylvania
$18K +$2.58K +490 +17%
FHA
278
First Horizon Advisors
Tennessee
$14K +$1.64K +302 +13%
HMS
279
Hanseatic Management Services
New Mexico
$14K +$14K +2,523 New
WTC
280
WhitTier Trust Company
Nevada
$13K – – –
LTFS
281
Ladenburg Thalmann Financial Services
Florida
$12K +$28 +5 +0.2%
MFS
282
MSI Financial Services
Massachusetts
$12K +$9.53K +1,620 +387%
RNS
283
Robert N. Shapiro
$10K – – –
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$10K – – –
BBHC
285
Brown Brothers Harriman & Co
New York
$9K – – –
FMII
286
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
RFA
287
Reilly Financial Advisors
California
$8K – – –
BAM
288
Brave Asset Management
New Jersey
$8K – – –
WEC
289
Winslow Evans & Crocker
Massachusetts
$7.22K – – –
CFA
290
Carroll Financial Associates
North Carolina
$7K +$7K +1,228 New
NG
291
NatWest Group
United Kingdom
$5.91K -$866 -151,062 -13%
NFG
292
Next Financial Group
Texas
$5K +$5K +877 New
EFSCE
293
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$2.92K +548 +270%
GSC
294
Ground Swell Capital
South Carolina
$3K -$1.95K -315 -39%
LWA
295
Lenox Wealth Advisors
New York
$3K +$3K +540 New
Manulife (Manufacturers Life Insurance)
296
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4 -$1 -186 -23%
IVA
297
International Value Advisers
– -$108M -8,986,872 Closed
SGDR
298
SPX Gestao de Recursos
Brazil
– -$15.3M -2,578,062 Closed
Acadian Asset Management
299
Acadian Asset Management
Massachusetts
– -$6.7M -1,127,433 Closed
CIBC Asset Management
300
CIBC Asset Management
Ontario, Canada
– -$6.15M -1,035,717 Closed
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