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Itaú Unibanco
ITUB

Overview Fund Activity

271 hedge funds and large institutions have $3.77B invested in Itaú Unibanco in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 92 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-4
Holders Change %
-1.45%
% of All Funds
4.58%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.17%
New
38
Increased
92
Reduced
91
Closed
38
Calls
$19.5M
Puts
$58.5M
Net Calls
-$39M
Net Calls Change
-$10.4M

Top Buyers

1
IUHSA
1
Itau Unibanco Holding S.A.
Brazil
$91.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$103M
3
Bank of America
3
Bank of America
North Carolina
$156M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$126M
5
OCM
5
Oaktree Capital Management
California
$114M

Top Sellers

1
OAG
1
Orbis Allan Gray
Bermuda
$128M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$560M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
226
Fidelity Investments
Massachusetts
$46K +$3.42K +882 +8%
SG
227
StoneX Group
New York
$44.9K +$44.9K +11,551 New
IRC
228
Investors Research Corp
Georgia
$38K – – –
UB
229
UMB Bank
Missouri
$38K – – –
EBA
230
Eagle Bay Advisors
New York
$30K +$30K +7,700 New
HNB
231
Huntington National Bank
Ohio
$27K -$3.48K -887 -11%
Allspring Global Investments
232
Allspring Global Investments
North Carolina
$25K +$25K +6,600 New
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$20K +$8.47K +2,188 +73%
IA
234
IFP Advisors
Florida
$18K – – –
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$17K +$12.9K +3,231 +315%
FHA
236
First Horizon Advisors
Tennessee
$15K -$27.1K -6,746 -64%
QCG
237
Quadrant Capital Group
Ohio
$14K +$725 +189 +5%
GRP
238
Global Retirement Partners
California
$13K +$112 +28 +0.9%
JSAM
239
J. Safra Asset Management
New York
$12K +$12K +56 New
BBHC
240
Brown Brothers Harriman & Co
New York
$11K – – –
TIM
241
Tortoise Investment Management
New York
$9K +$9K +2,416 New
WTA
242
Washington Trust Advisors
Massachusetts
$8K – – –
FMII
243
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
CG
244
Cutler Group
California
$7K -$44.8K -11,892 -86%
FPS
245
Fieldpoint Private Securities
Connecticut
$7K -$8.96K -2,149 -56%
FA
246
Fortis Advisors
Pennsylvania
$6K – – –
PFGIA
247
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$2.2K +583 +58%
CIBC Private Wealth Group
248
CIBC Private Wealth Group
Georgia
$6K +$4.39K +1,139 +272%
APA
249
American Portfolios Advisors
New York
$4.43K +$2.39K +615 +117%
JWA
250
JFS Wealth Advisors
Pennsylvania
$4K -$2.21K -568 -36%
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