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Itaú Unibanco

307 hedge funds and large institutions have $11.6B invested in Itaú Unibanco in 2018 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 109 increasing their positions, 112 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
7.05%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.37%
New
46
Increased
109
Reduced
112
Closed
42
Calls
$39.5M
Puts
$129M
Net Calls
-$90M
Net Calls Change
-$24.2M
Name Holding Trade Value Shares
Change
Shares
Change %
POIA
276
Pin Oak Investment Advisors
Texas
$16K
CFA
277
Carroll Financial Associates
North Carolina
$14K
CRC
278
Curi RMB Capital
Illinois
$13K +$13K +1,685 New
WTB
279
Washington Trust Bank
Washington
$12K -$25.6K -3,291 -68%
RFA
280
Reilly Financial Advisors
California
$11K
CIP
281
Convergence Investment Partners
Florida
$11K +$11K +1,387 New
PA
282
Parallel Advisors
California
$9K -$11K -1,403 -55%
FMII
283
Farmers & Merchants Investments Inc
Nebraska
$9K
GRP
284
Global Retirement Partners
California
$7K
PCP
285
Proficio Capital Partners
Massachusetts
$7K +$1.35K +166 +24%
IIC
286
Integrated Investment Consultants
Michigan
$7K +$7K +873 New
TL
287
TrueWealth LLC
Georgia
$6K -$7.02K -876 -54%
LF
288
Lee Financial
Texas
$6K +$6K +757 New
ASN
289
Advisory Services Network
Georgia
$5K -$735 -97 -13%
CTC
290
Central Trust Company
Missouri
$5K
WT
291
Whittier Trust
California
$4K
AAP
292
Arax Advisory Partners
Colorado
$4K +$1.32K +176 +49%
MC
293
Martin Currie
United Kingdom
$4K +$4K +542 New
FRA
294
Front Row Advisors
California
$3K +$1.72K +202 +135%
TFO
295
Tarbox Family Office
California
$3K +$3K +328 New
GAM
296
Gemmer Asset Management
California
$3K +$3K +354 New
VFA
297
Valeo Financial Advisors
Indiana
$3K +$3K +362 New
PMFA
298
Plante Moran Financial Advisors
Michigan
$3K +$3K +402 New
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +438 New
IWM
300
IHT Wealth Management
Illinois
$2K