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Itaú Unibanco
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Overview Fund Activity

297 hedge funds and large institutions have $7.62B invested in Itaú Unibanco in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 118 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
7.42%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.25%
New
34
Increased
118
Reduced
103
Closed
30
Calls
$26.3M
Puts
$74.3M
Net Calls
-$48M
Net Calls Change
-$46.7M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$222M
2
CGM
2
Capital Growth Management
Massachusetts
$55.8M
3
Citigroup
3
Citigroup
New York
$95.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$101M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$24.6M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$386M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$133M
3
Bank of America
3
Bank of America
North Carolina
$67M
4
Morgan Stanley
4
Morgan Stanley
New York
$40.3M
5
Swedbank
5
Swedbank
Sweden
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
276
Enterprise Financial Services Corp (EFSC)
Missouri
$9K – – –
IR
277
Invictus RG
Bermuda
$8K -$59.2K -11,204 -88%
RFA
278
Reilly Financial Advisors
California
$8K – – –
WTC
279
WhitTier Trust Company
Nevada
$6K – – –
FMII
280
Farmers & Merchants Investments Inc
Nebraska
$6K +$6K +1,003 New
GWM
281
Geneos Wealth Management
Colorado
$5K – – –
WAM
282
Wealthspire Advisors (Maryland)
Maryland
$5K +$4.05K +779 +428%
CTC
283
Central Trust Company
Missouri
$5K +$5K +973 New
Bessemer Group
284
Bessemer Group
New Jersey
$4K -$14.1M -2,625,680 -100%
AIM
285
Acrospire Investment Management
Illinois
$4K -$2.45K -401 -38%
FHA
286
First Horizon Advisors
Tennessee
$4K -$152 -30 -4%
Manulife (Manufacturers Life Insurance)
287
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K – – –
PCP
288
Proficio Capital Partners
Massachusetts
$4K – – –
ASN
289
Advisory Services Network
Georgia
$4K – – –
BBHC
290
Brown Brothers Harriman & Co
New York
$4K +$4K +644 New
SPIA
291
Steward Partners Investment Advisory
New York
$3K – – –
BL
292
Balentine LLC
Georgia
$3K – – –
AAP
293
Arax Advisory Partners
Colorado
$2K – – –
DAM
294
Delta Asset Management
Tennessee
$2K – – –
Northwestern Mutual Wealth Management
295
Northwestern Mutual Wealth Management
Wisconsin
$1K – – –
IWM
296
IHT Wealth Management
Illinois
$86 – – –
Swedbank
297
Swedbank
Sweden
– -$67.8M -11,238,416 Closed
CCM
298
Conatus Capital Management
Connecticut
– -$44.9M -7,453,106 Closed
B
299
Barings
North Carolina
– -$32.5M -5,385,466 Closed
Voloridge Investment Management
300
Voloridge Investment Management
Florida
– -$28.1M -4,655,489 Closed
10 11
12
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