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Itaú Unibanco
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Overview Fund Activity

326 hedge funds and large institutions have $10.4B invested in Itaú Unibanco in 2019 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 95 increasing their positions, 121 reducing their positions, and 30 closing their positions.

Holders
326
Holders Change
+11
Holders Change %
+3.49%
% of All Funds
6.44%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.22%
New
46
Increased
95
Reduced
121
Closed
30
Calls
$69.5M
Puts
$276M
Net Calls
-$207M
Net Calls Change
-$12.4M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$338M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$589M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$132M
4
Bank of America
4
Bank of America
North Carolina
$211M
5
MMH
5
Menora Mivtachim Holdings
Israel
$78.6M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$572M
2
VAM
2
Vontobel Asset Management
New York
$345M
3
Fidelity International
3
Fidelity International
Bermuda
$0
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$438M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$59.4M
Name Market Value Shares Shares
Change 		Shares
Change %
HL
1
Harding Loevner
New Jersey
$752M 82,185,977 -1,974,943 -2%
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$737M 80,586,285 +1,357,105 +2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$589M 64,421,151 +14,950,721 +30%
Capital World Investors
4
Capital World Investors
California
$572M 62,523,863 -35,903,126 -36%
Vanguard Group
5
Vanguard Group
Pennsylvania
$453M 49,517,009 -2,699,116 -5%
Fisher Asset Management
6
Fisher Asset Management
Washington
$438M 47,861,205 -6,005,679 -11%
BlackRock
7
BlackRock
New York
$404M 44,101,849 -2,602,260 -6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$393M 42,950,395 +1,405,276 +3%
WGI
9
Westwood Global Investments
Massachusetts
$386M 42,203,661 -115,759 -0.3%
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$384M 41,914,865 +2,393,728 +6%
VAM
11
Vontobel Asset Management
New York
$345M 38,153,752 -10,902,243 -22%
Morgan Stanley
12
Morgan Stanley
New York
$338M 36,921,739 +31,416,491 +571%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$336M 36,696,162 -894,598 -2%
OAG
14
Orbis Allan Gray
Bermuda
$307M 33,561,482 -1,298,973 -4%
Invesco
15
Invesco
Georgia
$243M 26,503,206 +162,158 +0.6%
State Street
16
State Street
Massachusetts
$225M 24,579,367 -1,046,647 -4%
Bank of America
17
Bank of America
North Carolina
$211M 23,028,700 +10,702,909 +87%
Franklin Resources
18
Franklin Resources
California
$204M 22,273,836 -527,692 -2%
MIP
19
Mondrian Investment Partners
United Kingdom
$173M 18,902,003 -574,398 -3%
Goldman Sachs
20
Goldman Sachs
New York
$165M 18,082,332 +3,897,920 +27%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$132M 14,308,945 +11,172,375 +356%
Macquarie Group
22
Macquarie Group
Australia
$126M 13,788,984 +121,130 +0.9%
OCM
23
Oaktree Capital Management
California
$113M 12,319,157 +655,114 +6%
WT
24
Wellcome Trust
United Kingdom
$110M 12,000,000 +1,832,000 +18%
UBS AM
25
UBS AM
Illinois
$98.2M 10,732,754 +1,859,997 +21%
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