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Itaú Unibanco
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Overview Fund Activity

286 hedge funds and large institutions have $3.94B invested in Itaú Unibanco in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 92 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+22
Holders Change %
+8.33%
% of All Funds
4.61%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
52
Increased
92
Reduced
105
Closed
26
Calls
$48.3M
Puts
$86.1M
Net Calls
-$37.7M
Net Calls Change
+$11.5M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$228M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$140M
3
Bank of America
Bank of America
North Carolina
$129M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$50.6M
5
AP
Antipodes Partners
Australia
$40M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$35.2M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$435M
3
Swedbank
Swedbank
Sweden
$0
4
OAG
Orbis Allan Gray
Bermuda
$77.7M
5
Dodge & Cox
Dodge & Cox
California
$72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Massachusetts Financial Services
226
Massachusetts Financial Services
Massachusetts
$61.4K -$2.43K -567 -4%
FB
227
Fulton Bank
Pennsylvania
$61K -$15.8K -3,668 -21%
CWM
228
Calamos Wealth Management
Illinois
$61K +$2.59K +604 +4%
SW
229
SVB Wealth
Massachusetts
$59.4K +$59.4K +13,866 New
WAG
230
Wallace Advisory Group
California
$57.5K +$57.5K +13,419 New
CLOS
231
Compagnie Lombard Odier SCmA
Switzerland
$57K – – –
Mercer Global Advisors
232
Mercer Global Advisors
Colorado
$56K -$6.18K -1,441 -10%
MOS
233
MGO One Seven
Ohio
$53.8K -$822 -192 -2%
Creative Planning
234
Creative Planning
Kansas
$53K -$4.99K -1,166 -9%
SF
235
Summit Financial
New Jersey
$52.6K -$14.7K -3,442 -22%
GIA
236
Gateway Investment Advisers
Ohio
$51.1K +$51.1K +11,942 New
BTWM
237
Baker Tilly Wealth Management
Wisconsin
$51.1K +$51.1K +11,931 New
FAFN
238
First Affirmative Financial Network
Colorado
$50.8K -$3.1K -724 -6%
DWT
239
Dorsey & Whitney Trust
South Dakota
$49.2K +$49.2K +11,078 New
AWAU
240
Alliance Wealth Advisors (Utah)
Utah
$48.9K +$48.9K +11,424 New
FRM
241
Fox Run Management
Connecticut
$48.5K +$48.5K +11,327 New
HNB
242
Huntington National Bank
Ohio
$46K +$6.67K +1,558 +17%
Credit Agricole
243
Credit Agricole
France
$45.2K -$11K -2,560 -20%
IRC
244
Investors Research Corp
Georgia
$42K – – –
CAM
245
ClariVest Asset Management
California
$41K -$168K -39,160 -80%
PCM
246
Penserra Capital Management
California
$41K +$41K +9,702 New
HIA
247
Harbor Investment Advisory
Maryland
$39.9K +$39.9K +9,319 New
N
248
Natixis
France
$37.7K +$37.7K +8,800 New
QCG
249
Quadrant Capital Group
Ohio
$31.2K +$8.92K +2,084 +40%
Allspring Global Investments
250
Allspring Global Investments
North Carolina
$28.9K +$672 +157 +2%
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10
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