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Itaú Unibanco
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Overview Fund Activity

334 hedge funds and large institutions have $9.77B invested in Itaú Unibanco in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 100 increasing their positions, 141 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+41
Holders Change %
+13.99%
% of All Funds
7.45%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.38%
New
66
Increased
100
Reduced
141
Closed
23
Calls
$79.2M
Puts
$322M
Net Calls
-$243M
Net Calls Change
-$18M

Top Buyers

1
OAG
Orbis Allan Gray
Bermuda
$136M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$449M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$97.9M
4
Fidelity International
Fidelity International
Bermuda
$199M
5
Bank of America
Bank of America
North Carolina
$170M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$567M
2
Capital Research Global Investors
Capital Research Global Investors
California
$267M
3
BlackRock
BlackRock
New York
$390M
4
HL
Harding Loevner
New Jersey
$912M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$511M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
276
Advisors Asset Management
Colorado
$52K +$16.5K +2,401 +47%
LC
277
Lindbrook Capital
California
$51K +$51K +7,479 New
CAW
278
Cornerstone Advisors (Washington)
Washington
$50K +$5.28K +766 +12%
HNB
279
Huntington National Bank
Ohio
$49K -$2.12K -307 -4%
WA
280
WealthTrust-Arizona
Arizona
$48K -$300 -44 -0.6%
FA
281
Fortis Advisors
Pennsylvania
$48K +$48K +7,029 New
LFA
282
Legacy Financial Advisors
Kentucky
$46K +$46K +6,709 New
RCAG
283
Rehmann Capital Advisory Group
Michigan
$44.3K +$24.2K +3,529 +120%
ST
284
Smithfield Trust
Pennsylvania
$41K -$7 -1 -0%
T2I
285
Turim 21 Investimentos
Brazil
$39K +$39K +5,723 New
ALAM
286
Asahi Life Asset Management
Japan
$36K +$36K +5,204 New
SWM
287
SeaCrest Wealth Management
New York
$29K -$7 -1 -0%
SIA
288
SeaBridge Investment Advisors
New Jersey
$27K – – –
HMS
289
Hanseatic Management Services
New Mexico
$26K -$723 -105 -3%
AIA
290
Alera Investment Advisors
Illinois
$26K +$26K +3,771 New
TGA
291
Trilogy Global Advisors
Florida
$25K -$6.39K -921,754 -20%
CFGS
292
Concourse Financial Group Securities
Alabama
$25K +$8.26K +1,215 +49%
WANY
293
Wealthspire Advisors (New York)
New York
$23K +$23K +3,396 New
EFSCE
294
Enterprise Financial Services Corp (EFSC)
Missouri
$21K -$911 -130 -4%
Asset Management One
295
Asset Management One
Japan
$16K – – –
PB
296
Pinnacle Bancorp
Nebraska
$15K +$15K +2,183 New
POIA
297
Pin Oak Investment Advisors
Texas
$14K -$7 -1 -0%
CFA
298
Carroll Financial Associates
North Carolina
$13K – – –
TJHA
299
Thomas J. Herzfeld Advisors
Florida
$12K -$22.3K -3,223 -65%
MS
300
Mizuho Securities
Japan
$12K +$12K +1,748 New
10 11
12
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