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Itaú Unibanco
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Overview Fund Activity

310 hedge funds and large institutions have $5.88B invested in Itaú Unibanco in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 114 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+30
Holders Change %
+10.71%
% of All Funds
4.54%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
54
Increased
114
Reduced
87
Closed
21
Calls
$52.4M
Puts
$57.4M
Net Calls
-$5M
Net Calls Change
-$2.85M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$364M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$423M
3
CG
Carmignac Gestion
France
$92.6M
4
Morgan Stanley
Morgan Stanley
New York
$120M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$65.3M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$1.74M
2
Bank of America
Bank of America
North Carolina
$33.2M
3
Goldman Sachs
Goldman Sachs
New York
$370M
4
AI
Ariel Investments
Illinois
$0
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$614M
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
226
Hilltop Holdings
Texas
$106K – – –
BCI
227
Brinker Capital Investments
Pennsylvania
$106K +$2.14K +343 +2%
OPS
228
Orion Portfolio Solutions
Nebraska
$106K +$2.14K +343 +2%
BTI
229
Blue Trust Inc
Georgia
$105K -$133K -27,018 -56%
PGFC
230
Peapack-Gladstone Financial Corp
New Jersey
$104K – – –
LNWWM
231
Laird Norton Wetherby Wealth Management
California
$104K -$1.26K -199 -1%
SG Americas Securities
232
SG Americas Securities
New York
$103K -$75.5K -11,929 -42%
CAN
233
Cetera Advisor Networks
California
$99K -$4.61K -731 -4%
RG
234
Rathbones Group
United Kingdom
$97.3K – – –
GBT
235
Grove Bank & Trust
Florida
$93.8K -$442 -70 -0.5%
M&T Bank
236
M&T Bank
New York
$93.4K +$93.4K +14,787 New
FAFN
237
First Affirmative Financial Network
Colorado
$87.2K +$190 +30 +0.2%
MYIA
238
Mount Yale Investment Advisors
Colorado
$87K +$87K +13,775 New
TRCT
239
Tower Research Capital (TRC)
New York
$86.9K -$82.9K -13,123 -49%
Cetera Investment Advisers
240
Cetera Investment Advisers
Illinois
$85.9K +$16.2K +2,559 +23%
FB
241
Fulton Bank
Pennsylvania
$85.3K +$1.55K +246 +2%
JF
242
Jump Financial
Illinois
$85.2K +$85.2K +13,481 New
PP
243
PDS Planning
Ohio
$85.1K -$2.81K -444 -3%
HB
244
HTLF Bank
Colorado
$83.5K +$83.5K +13,210 New
CWM
245
Calamos Wealth Management
Illinois
$80.4K +$1.98K +313 +3%
QC
246
QCM Cayman
Texas
$79.7K -$8.78K -1,390 -10%
CQS
247
Credential Qtrade Securities
$78.6K -$11.7K -1,853 -13%
Creative Planning
248
Creative Planning
Kansas
$78K -$1.91K -302 -2%
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
$75.9K -$9.84K -1,538 -11%
TIAA Trust, National Association
250
TIAA Trust, National Association
North Carolina
$75K -$5.62K -889 -7%
8 9
10
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