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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.

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
1
Invesco
Georgia
$391M
2
HL
2
Harding Loevner
New Jersey
$435M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$221M
4
GIM
4
Genesis Investment Management
United Kingdom
$32.9M
5
Franklin Resources
5
Franklin Resources
California
$129M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$111M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.5M
3
MMH
3
Menora Mivtachim Holdings
Israel
$0
4
Bank of America
4
Bank of America
North Carolina
$28.7M
5
Capital World Investors
5
Capital World Investors
California
$212M
Name Market Value Shares Shares
Change 		Shares
Change %
HL
1
Harding Loevner
New Jersey
$435M 96,774,169 +14,588,192 +18%
Invesco
2
Invesco
Georgia
$391M 87,015,626 +60,512,420 +228%
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$356M 85,410,706 +4,824,421 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$224M 49,882,541 +365,532 +0.7%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$221M 49,257,846 +12,561,684 +34%
Capital World Investors
6
Capital World Investors
California
$212M 47,193,648 -15,330,215 -25%
Fisher Asset Management
7
Fisher Asset Management
Washington
$199M 44,324,927 -3,536,278 -7%
VAM
8
Vontobel Asset Management
New York
$192M 43,181,515 +5,027,763 +13%
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$189M 42,184,011 +269,146 +0.6%
WGI
10
Westwood Global Investments
Massachusetts
$189M 42,041,050 -162,611 -0.4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$167M 37,227,348 -5,723,047 -13%
BlackRock
12
BlackRock
New York
$155M 34,518,760 -9,583,089 -22%
OAG
13
Orbis Allan Gray
Bermuda
$142M 31,525,196 -2,036,286 -6%
Franklin Resources
14
Franklin Resources
California
$129M 28,659,836 +6,386,000 +29%
State Street
15
State Street
Massachusetts
$117M 26,056,259 +1,476,892 +6%
Capital Research Global Investors
16
Capital Research Global Investors
California
$111M 24,784,500 -39,636,651 -62%
Goldman Sachs
17
Goldman Sachs
New York
$108M 24,122,441 +6,040,109 +33%
WT
18
Wellcome Trust
United Kingdom
$74.5M 16,600,000 +4,600,000 +38%
Macquarie Group
19
Macquarie Group
Australia
$60.5M 13,479,184 -309,800 -2%
OCM
20
Oaktree Capital Management
California
$58.6M 13,059,310 +740,153 +6%
MIP
21
Mondrian Investment Partners
United Kingdom
$57.5M 12,796,925 -6,105,078 -32%
II
22
INCA Investments
Florida
$47M 10,478,000 +1,562,100 +18%
CS
23
Credit Suisse
Switzerland
$46.1M 10,267,647 +5,631,268 +121%
Dodge & Cox
24
Dodge & Cox
California
$45.6M 10,145,005 +831,500 +9%
IUHSA
25
Itau Unibanco Holding S.A.
Brazil
$42.4M 9,451,109 +1,896,800 +25%
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