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Itaú Unibanco
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Overview Fund Activity

298 hedge funds and large institutions have $7.81B invested in Itaú Unibanco in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 108 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
-9
Holders Change %
-2.93%
% of All Funds
6.83%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.32%
New
33
Increased
107
Reduced
108
Closed
39
Calls
$37.4M
Puts
$182M
Net Calls
-$145M
Net Calls Change
-$54.7M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$278M
2
HL
Harding Loevner
New Jersey
$763M
3
Capital World Investors
Capital World Investors
California
$656M
4
VAM
Vontobel Asset Management
New York
$50M
5
Renaissance Technologies
Renaissance Technologies
New York
$54.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$70.3M
2
AQR Capital Management
AQR Capital Management
Connecticut
$39.6M
3
AI
Axiom Investors
Connecticut
$77.4M
4
IUHSA
Itau Unibanco Holding S.A.
Brazil
$0
5
GQG Partners
GQG Partners
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
276
IFP Advisors
Florida
$6K -$7.93K -1,569 -57%
PCP
277
Proficio Capital Partners
Massachusetts
$6K +$1.84K +380 +44%
BRC
278
Bell Rock Capital
Delaware
$5K -$9.97K -2,079 -67%
FMII
279
Farmers & Merchants Investments Inc
Nebraska
$5K -$1.17K -222 -19%
PA
280
Parallel Advisors
California
$5K – – –
GRP
281
Global Retirement Partners
California
$5K – – –
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$5K +$4.07K +715 +436%
Manulife (Manufacturers Life Insurance)
283
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K -$9.38K -2,001 -70%
ASN
284
Advisory Services Network
Georgia
$4K – – –
TL
285
TrueWealth LLC
Georgia
$4K – – –
AAP
286
Arax Advisory Partners
Colorado
$4K +$1.38K +281 +53%
MC
287
Martin Currie
United Kingdom
$3K – – –
WT
288
Whittier Trust
California
$3K – – –
Carson Wealth (CWM LLC)
289
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.02K +224 +51%
CTC
290
Central Trust Company
Missouri
$2K -$1.79K -278 -47%
TFO
291
Tarbox Family Office
California
$2K – – –
VFA
292
Valeo Financial Advisors
Indiana
$2K – – –
GAM
293
Gemmer Asset Management
California
$2K +$314 +66 +19%
GFP
294
Gryphon Financial Partners
Ohio
$1K – – –
GWM
295
Geneos Wealth Management
Colorado
$1K – – –
PFBT
296
Parkside Financial Bank & Trust
Missouri
$1K +$1K +184 New
MSA
297
Marino Stram & Associates
Massachusetts
$1K +$1K +274 New
IUHSA
298
Itau Unibanco Holding S.A.
Brazil
– -$47M -6,023,898 Closed
GQG Partners
299
GQG Partners
Florida
– -$39.9M -5,114,756 Closed
Millennium Management
300
Millennium Management
New York
– -$18.4M -2,359,776 Closed
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12
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