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Itaú Unibanco
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Overview Fund Activity

330 hedge funds and large institutions have $10.7B invested in Itaú Unibanco in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 106 increasing their positions, 135 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
-12
Holders Change %
-3.51%
% of All Funds
7.18%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.35%
New
39
Increased
106
Reduced
135
Closed
47
Calls
$36.5M
Puts
$264M
Net Calls
-$228M
Net Calls Change
-$28M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$460M
2
Invesco
Invesco
Georgia
+$222M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$110M
4
OAG
Orbis Allan Gray
Bermuda
+$70.5M
5
Bank of America
Bank of America
North Carolina
+$57.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$159M
2
PPFA
Provida Pension Fund Administrator
Chile
-$111M
3
AI
Axiom Investors
Connecticut
-$77.5M
4
Renaissance Technologies
Renaissance Technologies
New York
-$70.2M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$69.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
301
Redhawk Wealth Advisors
Minnesota
$13K +$13K +1,823 New
MAM
302
Meeder Asset Management
Ohio
$13K +$13K +1,880 New
RFA
303
Reilly Financial Advisors
California
$10K – – –
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$10K +$958 +140 +11%
M
305
MOTCO
Texas
$10K +$10K +1,401 New
TAIM
306
TD Ameritrade Investment Management
Nebraska
$9K -$1.33K -186 -13%
POIA
307
Pin Oak Investment Advisors
Texas
$9K – – –
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$9K +$700 +95 +8%
WT
309
Whittier Trust
California
$9K +$5.04K +699 +127%
ASN
310
Advisory Services Network
Georgia
$8K -$44.4K -6,450 -85%
CFA
311
Carroll Financial Associates
North Carolina
$8K – – –
EI
312
Ellevest Inc
New York
$7K +$7K +1,005 New
RIA
313
Realta Investment Advisors
Delaware
$7K +$7K +1,061 New
CBT
314
Capital Bank & Trust
California
$5K -$12.3K -1,872 -71%
TL
315
TrueWealth LLC
Georgia
$5K – – –
GAM
316
Gemmer Asset Management
California
$3K – – –
VFA
317
Valeo Financial Advisors
Indiana
$3K – – –
W
318
WealthStone
Ohio
$2.54K +$2.54K +360 New
FHA
319
Flagship Harbor Advisors
Massachusetts
$2K – – –
GWM
320
Geneos Wealth Management
Colorado
$2K – – –
CTC
321
Central Trust Company
Missouri
$2K – – –
NFG
322
Next Financial Group
Texas
$2K – – –
PCTC
323
Perkins Coie Trust Company
Washington
$2K +$2K +239 New
APA
324
American Portfolios Advisors
New York
$1.63K +$1.63K +231 New
Toronto Dominion Bank
325
Toronto Dominion Bank
Ontario, Canada
$1K +$501 +200 +100%
11 12
13
14 15