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Itaú Unibanco
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Overview Fund Activity

296 hedge funds and large institutions have $8.8B invested in Itaú Unibanco in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 96 increasing their positions, 117 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+21
Holders Change %
+7.64%
% of All Funds
7.38%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
48
Increased
96
Reduced
117
Closed
21
Calls
$19.9M
Puts
$21.1M
Net Calls
-$1.27M
Net Calls Change
+$22.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$515M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$186M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$150M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$135M
5
Morgan Stanley
Morgan Stanley
New York
+$95.7M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$236M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$127M
3
Franklin Resources
Franklin Resources
California
-$78.6M
4
GAM
Genesis Asset Managers
United Kingdom
-$57M
5
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
276
Winfield Associates
Ohio
$11K – – –
EFSCE
277
Enterprise Financial Services Corp (EFSC)
Missouri
$9K – – –
RFA
278
Reilly Financial Advisors
California
$8K – – –
WTC
279
WhitTier Trust Company
Nevada
$7K – – –
IA
280
IFP Advisors
Florida
$7K – – –
AIM
281
Acrospire Investment Management
Illinois
$6K -$38.1K -6,699 -86%
GWM
282
Geneos Wealth Management
Colorado
$5K – – –
FHA
283
First Horizon Advisors
Tennessee
$5K +$440 +72 +10%
Manulife (Manufacturers Life Insurance)
284
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K – – –
ASN
285
Advisory Services Network
Georgia
$4K +$4K +660 New
PCP
286
Proficio Capital Partners
Massachusetts
$4K +$4K +693 New
PA
287
Parallel Advisors
California
$3K +$3K +428 New
HNB
288
Huntington National Bank
Ohio
$3K +$3K +432 New
BL
289
Balentine LLC
Georgia
$3K +$3K +494 New
SPIA
290
Steward Partners Investment Advisory
New York
$3K +$3K +562 New
DAM
291
Delta Asset Management
Tennessee
$2K +$2K +272 New
Northwestern Mutual Wealth Management
292
Northwestern Mutual Wealth Management
Wisconsin
$1K -$6.85K -1,123 -87%
AAP
293
Arax Advisory Partners
Colorado
$1K – – –
WAM
294
Wealthspire Advisors (Maryland)
Maryland
$1K +$1K +182 New
IWM
295
IHT Wealth Management
Illinois
$1K +$1K +200 New
Marshall Wace
296
Marshall Wace
United Kingdom
– -$8.57M -1,667,734 Closed
TI
297
TT International
United Kingdom
– -$5.79M -1,126,736 Closed
DP
298
DSAM Partners
United Kingdom
– -$2.33M -453,084 Closed
CC
299
Carrhae Capital
United Kingdom
– -$3.12M -405,454 Closed
CIM
300
Chiron Investment Management
New York
– -$2.07M -402,091 Closed
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