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Itaú Unibanco
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Overview Fund Activity

291 hedge funds and large institutions have $9.92B invested in Itaú Unibanco in 2014 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 130 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
-6
Holders Change %
-2.02%
% of All Funds
7.77%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.4%
New
38
Increased
90
Reduced
130
Closed
37
Calls
$107M
Puts
$162M
Net Calls
-$54.6M
Net Calls Change
+$127M

Top Buyers

1
VAM
1
Vontobel Asset Management
New York
$897M
2
TIM
2
Thornburg Investment Management
New Mexico
$192M
3
GAM
3
Genesis Asset Managers
United Kingdom
$127M
4
Bank of America
4
Bank of America
North Carolina
$183M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$113M

Top Sellers

1
MAM
1
Marketfield Asset Management
New York
$0
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$26.9M
3
HL
3
Harding Loevner
New Jersey
$258M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$41.3M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$542M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
276
Winslow Evans & Crocker
Massachusetts
$6.77K – – –
Northwestern Mutual Wealth Management
277
Northwestern Mutual Wealth Management
Wisconsin
$6K -$3.23K -595 -35%
RNS
278
Robert N. Shapiro
$6K -$2.9K -548 -33%
FCE
279
Fiera Capital (Europe)
Cayman Islands
$5.55K -$28.7K -2,997,725 -84%
OSAM
280
O'Shaughnessy Asset Management
Connecticut
$5K +$5K +993 New
S
281
SignatureFD
Georgia
$4K +$4K +739 New
Creative Planning
282
Creative Planning
Kansas
$4K +$3.95K +758 +7,580%
LWA
283
Lenox Wealth Advisors
New York
$3K – – –
NG
284
NatWest Group
United Kingdom
$2.28K -$3.26K -606,741 -59%
MFS
285
MSI Financial Services
Massachusetts
$2K -$7.73K -1,620 -79%
CAW
286
Cornerstone Advisors (Washington)
Washington
$2K +$2K +322 New
RIA
287
Regal Investment Advisors
Michigan
$2K +$2K +363 New
FNYS
288
First New York Securities
New York
$1.3K -$87.2K -16,226 -99%
EFSCE
289
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$2.7K -548 -73%
FPFS
290
First Personal Financial Services
North Carolina
$1K +$1K +223 New
Manulife (Manufacturers Life Insurance)
291
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3 – – –
MAM
292
Marketfield Asset Management
New York
– -$222M -38,660,756 Closed
Bank of Nova Scotia
293
Bank of Nova Scotia
Ontario, Canada
– -$45.8M -7,991,790 Closed
Renaissance Technologies
294
Renaissance Technologies
New York
– -$38.4M -6,701,821 Closed
PC
295
Polar Capital
United Kingdom
– -$14.9M -2,603,386 Closed
NC
296
Nevsky Capital
United Kingdom
– -$9.53M -1,662,777 Closed
HI
297
HBK Investments
Texas
– -$5.42M -945,695 Closed
TG
298
TCW Group
California
– -$5.16M -899,561 Closed
Voloridge Investment Management
299
Voloridge Investment Management
Florida
– -$4.25M -741,057 Closed
AL
300
Airain Ltd
Guernsey
– -$3.62M -631,284 Closed
10 11
12
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