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Itaú Unibanco
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Overview Fund Activity

306 hedge funds and large institutions have $9.46B invested in Itaú Unibanco in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 102 increasing their positions, 96 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+24
Holders Change %
+8.51%
% of All Funds
6.95%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.27%
New
58
Increased
102
Reduced
96
Closed
33
Calls
$39.5M
Puts
$105M
Net Calls
-$65.8M
Net Calls Change
-$13.5M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$336M
2
TIM
2
Thornburg Investment Management
New Mexico
$112M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$337M
4
O
4
OppenheimerFunds
New York
$71.4M
5
MIP
5
Mondrian Investment Partners
United Kingdom
$291M

Top Sellers

1
OAG
1
Orbis Allan Gray
Bermuda
$0
2
NI
2
Numeric Investors
Massachusetts
$2.21M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$160M
4
QIM
4
Quantitative Investment Management
Virginia
$0
5
Bank of America
5
Bank of America
North Carolina
$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
HL
1
Harding Loevner
New Jersey
$882M +$25.7M +3,962,419 +3%
Capital World Investors
2
Capital World Investors
California
$640M +$41.3M +6,364,615 +7%
BlackRock
3
BlackRock
New York
$569M +$16.1M +2,480,373 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$533M -$9.66M -1,487,533 -2%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$409M -$19.2M -2,961,516 -4%
WGI
6
Westwood Global Investments
Massachusetts
$369M +$677K +104,300 +0.2%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$354M -$11.2M -1,717,294 -3%
Fisher Asset Management
8
Fisher Asset Management
Washington
$337M +$85.2M +13,116,725 +34%
Capital Research Global Investors
9
Capital Research Global Investors
California
$336M +$128M +19,634,360 +61%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$324M -$16.8M -2,592,889 -5%
MIP
11
Mondrian Investment Partners
United Kingdom
$291M +$67.3M +10,363,010 +30%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$290M +$2.47M +380,902 +0.9%
Franklin Resources
13
Franklin Resources
California
$254M +$4.32M +664,481 +2%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$223M -$1.21M -186,359 -0.5%
AI
15
Axiom Investors
Connecticut
$170M -$15.8M -2,434,331 -9%
AQR Capital Management
16
AQR Capital Management
Connecticut
$160M -$31.8M -4,889,267 -17%
State Street
17
State Street
Massachusetts
$139M +$7.82M +1,203,808 +6%
UBS AM
18
UBS AM
Illinois
$125M +$438K +67,369 +0.4%
Macquarie Group
19
Macquarie Group
Australia
$122M -$1.81M -278,528 -1%
OCM
20
Oaktree Capital Management
California
$120M -$70.8K -10,904 -0.1%
TIM
21
Thornburg Investment Management
New Mexico
$112M +$103M +15,857,144 +1,085%
Ameriprise
22
Ameriprise
Minnesota
$110M +$3.57M +548,970 +3%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$101M -$28.2M -4,372,336 -22%
GAM
24
Genesis Asset Managers
United Kingdom
$96M -$6.08M -935,968 -6%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$92.3M – – –
1
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