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Itaú Unibanco
ITUB

Overview Fund Activity

266 hedge funds and large institutions have $3.9B invested in Itaú Unibanco in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 38 increasing their positions, 190 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-36
Holders Change %
-11.92%
% of All Funds
4.11%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.14%
New
38
Increased
38
Reduced
190
Closed
72
Calls
$91.3M
Puts
$183M
Net Calls
-$92.1M
Net Calls Change
+$17.9M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$461M
2
Morgan Stanley
Morgan Stanley
New York
$192M
3
OAG
Orbis Allan Gray
Bermuda
$171M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$614M
5
IUHSA
Itau Unibanco Holding S.A.
Brazil
$77.2M

Top Sellers

1
HL
Harding Loevner
New Jersey
$140M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1K
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$71.8M
4
CI
Cambiar Investors
Colorado
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$62.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
226
UMB Bank
Missouri
$33K +$33K +9,856 New
EVM
227
Eaton Vance Management
Massachusetts
$31K -$115K -33,865 -79%
HNB
228
Huntington National Bank
Ohio
$28K -$16.7K -4,917 -37%
PIM
229
Platinum Investment Management
Australia
$26K -$5.54K -1,620 -18%
STCOSD
230
Sageworth Trust Company of South Dakota
South Dakota
$21K +$21K +6,089 New
PB
231
Pinnacle Bancorp
Nebraska
$16K -$3.41K -1,027 -18%
CFGS
232
Concourse Financial Group Securities
Alabama
$13K -$3.5K -1,029 -21%
FPS
233
Fieldpoint Private Securities
Connecticut
$10K +$4.29K +1,208 +75%
GRP
234
Global Retirement Partners
California
$10K +$10K +2,948 New
WTA
235
Washington Trust Advisors
Massachusetts
$7K +$7K +1,938 New
SWM
236
Spire Wealth Management
Virginia
$7K +$7K +2,113 New
ST
237
Sageworth Trust
Pennsylvania
$6K -$25.5K -7,781 -81%
FMII
238
Farmers & Merchants Investments Inc
Nebraska
$6K -$1.28K -350 -18%
OIS
239
Okabena Investment Services
Minnesota
$6K +$6K +1,861 New
GKIM
240
GW&K Investment Management
Massachusetts
$5K -$11.3M -3,286,106 -100%
AA
241
Ancora Advisors
Ohio
$5K -$1.06K -291 -18%
SCA
242
Snowden Capital Advisors
New York
$4K -$164K -49,539 -98%
FCA
243
FinTrust Capital Advisors
South Carolina
$4K -$2.47K -773 -38%
RFA
244
Reilly Financial Advisors
California
$4K -$852 -262 -18%
BIA
245
Bell Investment Advisors
California
$4K -$190 -51 -5%
FGAM
246
Financial Gravity Asset Management
Texas
$3.94K -$43.6K -1,318 -92%
CFRPA
247
Castle Financial & Retirement Planning Associates
New Jersey
$3K +$3K +773 New
PCG
248
Private Capital Group
Connecticut
$2K -$6.53K -2,025 -77%
S
249
SignatureFD
Georgia
$2K -$5.75K -1,587 -74%
BA
250
Bellwether Advisors
Nebraska
$2K -$426 -138 -18%
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10
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