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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.

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

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$354M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$64.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$303M
4
BlackRock
4
BlackRock
New York
$582M
5
Citigroup
5
Citigroup
New York
$60.9M
Name Market Value Shares Shares
Change 		Shares
Change %
HL
1
Harding Loevner
New Jersey
$902M 65,847,100 +6,459,810 +11%
Capital World Investors
2
Capital World Investors
California
$631M 46,064,526 +4,707,026 +11%
BlackRock
3
BlackRock
New York
$582M 42,502,194 -4,750,353 -10%
Vanguard Group
4
Vanguard Group
Pennsylvania
$571M 41,714,035 +1,457,620 +4%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$444M 32,923,292 +627,005 +2%
WGI
6
Westwood Global Investments
Massachusetts
$389M 28,364,479 +131,763 +0.5%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$385M 28,091,190 +4,924,628 +21%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$354M 26,239,061 -8,927,963 -25%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$303M 22,111,000 -6,866,612 -24%
Fisher Asset Management
10
Fisher Asset Management
Washington
$265M 19,361,308 +7,472,507 +63%
Franklin Resources
11
Franklin Resources
California
$263M 19,220,062 -141,721 -0.7%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$236M 17,229,328 +5,200,740 +43%
MIP
13
Mondrian Investment Partners
United Kingdom
$236M 17,194,389 +17,194,389 New
Capital Research Global Investors
14
Capital Research Global Investors
California
$219M 16,005,908 -4,123,042 -20%
AQR Capital Management
15
AQR Capital Management
Connecticut
$202M 14,714,917 +3,115,596 +27%
AI
16
Axiom Investors
Connecticut
$196M 14,288,543 -397,458 -3%
State Street
17
State Street
Massachusetts
$138M 10,060,023 -50,791 -0.5%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$137M 10,017,913 +905,027 +10%
UBS AM
19
UBS AM
Illinois
$131M 9,553,124 +6,036,085 +172%
Macquarie Group
20
Macquarie Group
Australia
$130M 9,497,695 +118,200 +1%
OCM
21
Oaktree Capital Management
California
$127M 9,240,139 +418,711 +5%
Ameriprise
22
Ameriprise
Minnesota
$112M 8,184,918 +1,754,822 +27%
Goldman Sachs
23
Goldman Sachs
New York
$111M 8,091,954 -1,038,509 -11%
GAM
24
Genesis Asset Managers
United Kingdom
$108M 7,850,246 -1,260,516 -14%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$97.3M 7,102,228 +50,535 +0.7%
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