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Itaú Unibanco
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Overview Fund Activity

326 hedge funds and large institutions have $10.4B invested in Itaú Unibanco in 2019 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 95 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+11
Holders Change %
+3.49%
% of All Funds
6.44%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.22%
New
46
Increased
95
Reduced
121
Closed
30
Calls
$69.5M
Puts
$276M
Net Calls
-$207M
Net Calls Change
-$12.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$338M
2
Capital Research Global Investors
Capital Research Global Investors
California
$589M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$132M
4
Bank of America
Bank of America
North Carolina
$211M
5
MMH
Menora Mivtachim Holdings
Israel
$78.6M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$572M
2
VAM
Vontobel Asset Management
New York
$345M
3
Fidelity International
Fidelity International
Bermuda
$0
4
Fisher Asset Management
Fisher Asset Management
Washington
$438M
5
Two Sigma Investments
Two Sigma Investments
New York
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
301
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
GDP
302
Great Diamond Partners
Maine
$7K +$7K +1,041 New
RIA
303
Realta Investment Advisors
Delaware
$6K – – –
SWM
304
Sugarloaf Wealth Management
Georgia
$6K +$6K +885 New
FCA
305
FinTrust Capital Advisors
South Carolina
$5K -$37.8K -5,125 -88%
TAIM
306
TD Ameritrade Investment Management
Nebraska
$5K -$34 -5 -0.7%
TL
307
TrueWealth LLC
Georgia
$5K – – –
CBT
308
Capital Bank & Trust
California
$5K – – –
MFS
309
Mirabella Financial Services
United Kingdom
$4K +$4K +534 New
GAM
310
Gemmer Asset Management
California
$3K – – –
FHA
311
Flagship Harbor Advisors
Massachusetts
$3K – – –
CI
312
Cordant Inc
Oregon
$3K +$3K +470 New
WCA
313
Windsor Creek Advisors
Vermont
$2.18K +$746 +108,787 +52%
GWM
314
Geneos Wealth Management
Colorado
$2K – – –
CTC
315
Central Trust Company
Missouri
$2K – – –
NFG
316
Next Financial Group
Texas
$2K – – –
VFA
317
Valeo Financial Advisors
Indiana
$2K – – –
PCG
318
Private Capital Group
Connecticut
$2K – – –
WQ
319
Wealth Quarterback
New Jersey
$1.78K +$1.78K +259 New
APA
320
American Portfolios Advisors
New York
$1.58K – – –
GRP
321
Global Retirement Partners
California
$1K – – –
APC
322
Aspire Private Capital
North Carolina
$1K +$445 +93 +80%
AA
323
Argent Advisors
Louisiana
$1K +$1K +147 New
SL
324
Savior LLC
Massachusetts
$1K +$1K +153 New
LAS
325
Lloyd Advisory Services
Georgia
$1K +$1K +204 New
11 12
13
14 15