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Itaú Unibanco
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Overview Fund Activity

296 hedge funds and large institutions have $8.8B invested in Itaú Unibanco in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 96 increasing their positions, 117 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+21
Holders Change %
+7.64%
% of All Funds
7.38%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
48
Increased
96
Reduced
117
Closed
21
Calls
$19.9M
Puts
$21.1M
Net Calls
-$1.27M
Net Calls Change
+$22.5M

Top Buyers

1
BlackRock
BlackRock
New York
$549M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$399M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$150M
4
Fisher Asset Management
Fisher Asset Management
Washington
$135M
5
Morgan Stanley
Morgan Stanley
New York
$121M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
$103M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$720M
3
Franklin Resources
Franklin Resources
California
$226M
4
GAM
Genesis Asset Managers
United Kingdom
$130M
5
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$4.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$720M -$127M -20,835,579 -15%
HL
2
Harding Loevner
New Jersey
$694M +$7.49M +1,241,229 +1%
BlackRock
3
BlackRock
New York
$549M +$515M +85,413,437 +1,501%
Capital World Investors
4
Capital World Investors
California
$494M +$46M +7,625,525 +10%
Vanguard Group
5
Vanguard Group
Pennsylvania
$472M +$24.2M +4,007,248 +5%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$399M +$186M +30,843,051 +87%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$349M +$74.7M +12,385,263 +27%
WGI
8
Westwood Global Investments
Massachusetts
$331M -$30.3M -5,028,803 -8%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$324M -$9.45M -1,567,251 -3%
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$285M -$4.84M -803,274 -2%
Franklin Resources
11
Franklin Resources
California
$226M -$78.6M -13,026,838 -26%
Bank of America
12
Bank of America
North Carolina
$180M +$12.3M +2,031,942 +7%
AI
13
Axiom Investors
Connecticut
$171M +$2.14M +355,125 +1%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$150M +$150M +24,799,803 New
AQR Capital Management
15
AQR Capital Management
Connecticut
$143M -$26.6M -4,410,927 -16%
Fisher Asset Management
16
Fisher Asset Management
Washington
$135M +$135M +22,429,766 New
GAM
17
Genesis Asset Managers
United Kingdom
$130M -$57M -9,458,191 -30%
Morgan Stanley
18
Morgan Stanley
New York
$121M +$95.7M +15,864,805 +381%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$119M -$18.6M -3,085,811 -14%
State Street
20
State Street
Massachusetts
$117M +$3.7M +614,054 +3%
Macquarie Group
21
Macquarie Group
Australia
$112M -$12.2M -2,024,162 -10%
OAG
22
Orbis Allan Gray
Bermuda
$103M -$236M -39,118,747 -70%
OCM
23
Oaktree Capital Management
California
$90.6M -$1.22M -202,939 -1%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$85.1M – – –
Fidelity International
25
Fidelity International
Bermuda
$78.6M -$2.67M -442,973 -3%
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