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Itaú Unibanco
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Overview Fund Activity

285 hedge funds and large institutions have $4.79B invested in Itaú Unibanco in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 81 increasing their positions, 120 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
-41
Holders Change %
-12.58%
% of All Funds
6.3%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.13%
New
35
Increased
81
Reduced
120
Closed
73
Calls
$45M
Puts
$89.9M
Net Calls
-$44.8M
Net Calls Change
+$162M

Top Buyers

1
Invesco
Invesco
Georgia
+$272M
2
HL
Harding Loevner
New Jersey
+$65.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$56.4M
4
GIM
Genesis Investment Management
United Kingdom
+$32.9M
5
Franklin Resources
Franklin Resources
California
+$28.7M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$178M
2
Morgan Stanley
Morgan Stanley
New York
-$148M
3
MMH
Menora Mivtachim Holdings
Israel
-$78.6M
4
Bank of America
Bank of America
North Carolina
-$74.7M
5
Capital World Investors
Capital World Investors
California
-$68.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
201
HighTower Advisors
Illinois
$81K -$329 -100 -0.4%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$81K – – –
MML Investors Services
203
MML Investors Services
Massachusetts
$77K +$5.05K +1,500 +7%
SC
204
Scotia Capital
Ontario, Canada
$76K +$76K +22,518 New
AT
205
Arden Trust
Delaware
$72K +$72K +21,321 New
CS
206
Comerica Securities
Michigan
$71K +$622 +185 +0.9%
BF
207
BOK Financial
Oklahoma
$71K +$5.6K +1,656 +9%
BWP
208
Baldwin Wealth Partners
Massachusetts
$70K +$12.2K +3,596 +21%
BCM
209
Bayesian Capital Management
New York
$70K +$70K +20,815 New
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$67K -$70K -20,831 -51%
WHG
211
Westwood Holdings Group
Texas
$67K +$13.9K +4,160 +26%
OWA
212
One Wealth Advisors
California
$62K -$4.87K -1,452 -7%
VPIM
213
Vanguard Personalized Indexing Management
California
$60K +$60K +17,885 New
MAFM
214
Mid Atlantic Financial Management
Pennsylvania
$60K +$60K +17,954 New
Toronto Dominion Bank
215
Toronto Dominion Bank
Ontario, Canada
$57K +$34.7K +10,407 +156%
WA
216
Wealth Alliance
New York
$56K -$12K -3,581 -18%
MFW
217
Meristem Family Wealth
Minnesota
$55K – – –
JT
218
Jump Trading
Illinois
$55K +$55K +16,407 New
CG
219
Caprock Group
Idaho
$54K -$1.25K -369 -2%
Creative Planning
220
Creative Planning
Kansas
$53K +$548 +164 +1%
CAM
221
Cresset Asset Management
Illinois
$50K -$12.9K -3,819 -20%
MC
222
Miles Capital
Iowa
$49K +$731 +215 +2%
M&T Bank
223
M&T Bank
New York
$48K -$18.4K -5,480 -28%
SFA
224
Sequoia Financial Advisors
Ohio
$48K -$7.99K -2,370 -14%
GT
225
Glenmede Trust
Pennsylvania
$48K – – –
7 8
9
10 11