ITUB icon

Itaú Unibanco
ITUB

Overview Fund Activity

321 hedge funds and large institutions have $5.61B invested in Itaú Unibanco in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 107 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+11
Holders Change %
+3.55%
% of All Funds
4.65%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.14%
New
39
Increased
117
Reduced
107
Closed
27
Calls
$18.6M
Puts
$49.1M
Net Calls
-$30.5M
Net Calls Change
-$25.5M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$229M
2
Capital Research Global Investors
Capital Research Global Investors
California
$106M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$497M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$107M
5
DCM
Driehaus Capital Management
Illinois
$27.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$109M
2
Morgan Stanley
Morgan Stanley
New York
$33.4M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$556M
4
IUHSA
Itau Unibanco Holding S.A.
Brazil
$156M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$63.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
226
Stifel Financial
Missouri
$129K -$2.43K -385 -2%
SIA
227
Schechter Investment Advisors
Michigan
$129K +$7.2K +1,144 +6%
RCAG
228
Rehmann Capital Advisory Group
Michigan
$123K +$123K +19,520 New
JGGDR
229
JGP Global Gestao de Recursos
Brazil
$121K +$121K +19,231 New
PWPS
230
Pinnacle Wealth Planning Services
Ohio
$121K – – –
EL
231
EWA LLC
Pennsylvania
$120K +$4.18K +726 +4%
LFA
232
Legacy Financial Advisors
Kentucky
$120K -$19 -3 -0%
CCA
233
Checchi Capital Advisers
California
$119K -$120K -19,027 -50%
CAN
234
Cetera Advisor Networks
California
$119K +$20.3K +3,217 +21%
LSAG
235
Lake Street Advisors Group
New Hampshire
$117K -$1.02K -162 -0.9%
Aviva
236
Aviva
United Kingdom
$113K – – –
HC
237
Hamilton Capital
Ohio
$112K +$1.13K +180 +1%
BCI
238
Brinker Capital Investments
Pennsylvania
$108K +$491 +78 +0.5%
OPS
239
Orion Portfolio Solutions
Nebraska
$108K +$491 +78 +0.5%
HH
240
Hilltop Holdings
Texas
$106K – – –
Zurich Cantonal Bank
241
Zurich Cantonal Bank
Switzerland
$104K +$47.4K +7,527 +84%
LNWWM
242
Laird Norton Wetherby Wealth Management
California
$103K – – –
PGFC
243
Peapack-Gladstone Financial Corp
New Jersey
$103K – – –
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$101K -$4.86K -772 -5%
RG
245
Rathbones Group
United Kingdom
$97K – – –
Walleye Capital
246
Walleye Capital
New York
$95.6K +$95.6K +15,177 New
SCP
247
Sivia Capital Partners
California
$95.4K -$11K -1,745 -10%
GBT
248
Grove Bank & Trust
Florida
$95.3K +$1.8K +286 +2%
M&T Bank
249
M&T Bank
New York
$91.6K -$1.61K -255 -2%
MYIA
250
Mount Yale Investment Advisors
Colorado
$88.2K +$1.39K +220 +2%
8 9
10
11 12