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Itaú Unibanco
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Overview Fund Activity

282 hedge funds and large institutions have $9.61B invested in Itaú Unibanco in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 98 increasing their positions, 109 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-15
Holders Change %
-5.05%
% of All Funds
7.04%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
20
Increased
98
Reduced
109
Closed
28
Calls
$29.5M
Puts
$81.7M
Net Calls
-$52.2M
Net Calls Change
-$4.24M

Top Buyers

1
MIP
Mondrian Investment Partners
United Kingdom
$236M
2
Fisher Asset Management
Fisher Asset Management
Washington
$265M
3
HL
Harding Loevner
New Jersey
$902M
4
UBS AM
UBS AM
Illinois
$131M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$236M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$354M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$64.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$303M
4
BlackRock
BlackRock
New York
$582M
5
Citigroup
Citigroup
New York
$60.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
201
Candriam SCA
Luxembourg
$390K +$11K +1,601 +3%
BAAM
202
Baker Avenue Asset Management
California
$364K – – –
JPMPWA
203
J.P. Morgan Private Wealth Advisors
California
$360K +$2.55K +372 +0.7%
Cerity Partners
204
Cerity Partners
New York
$331K -$255K -37,361 -44%
William Blair & Company
205
William Blair & Company
Illinois
$319K -$105K -15,263 -25%
Janney Montgomery Scott
206
Janney Montgomery Scott
Pennsylvania
$312K +$24.2K +3,535 +8%
Mariner
207
Mariner
Kansas
$308K -$3.12K -456 -1%
SC
208
Saturna Capital
Washington
$301K – – –
CL
209
Choreo LLC
Illinois
$294K – – –
IWA
210
Intercontinental Wealth Advisors
Texas
$290K +$49.9K +7,286 +21%
UCFA
211
United Capital Financial Advisors
Texas
$266K -$8.51K -1,241 -3%
CIC
212
Cutler Investment Counsel
Oregon
$264K – – –
GAM
213
Gould Asset Management
California
$255K – – –
USAA
214
United Services Automobile Association
Texas
$245K +$11.8K +1,723 +5%
FCI
215
Financial Counselors Inc
Kansas
$229K +$1.33K +194 +0.6%
SCM
216
Sterling Capital Management
North Carolina
$227K +$25.5K +3,721 +13%
Capital Fund Management (CFM)
217
Capital Fund Management (CFM)
France
$218K +$61.2K +8,920 +39%
AG
218
Advisor Group
Arizona
$214K -$12.4K -1,807 -5%
SFA
219
Sequoia Financial Advisors
Ohio
$199K – – –
MME
220
Meag Munich Ergo
Germany
$194K – – –
TSS
221
Two Sigma Securities
New York
$192K -$386K -56,493 -67%
ONB
222
Old National Bancorp
Indiana
$185K -$369 -54 -0.2%
M&T Bank
223
M&T Bank
New York
$182K +$44.2K +6,458 +32%
YWP
224
YorkBridge Wealth Partners
New York
$179K +$302 +44 +0.2%
CLOS
225
Compagnie Lombard Odier SCmA
Switzerland
$175K – – –
7 8
9
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