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Itaú Unibanco
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Overview Fund Activity

299 hedge funds and large institutions have $5.07B invested in Itaú Unibanco in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 112 increasing their positions, 78 reducing their positions, and 51 closing their positions.

Holders
299
Holders Change
+5
Holders Change %
+1.7%
% of All Funds
5.27%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
61
Increased
112
Reduced
78
Closed
51
Calls
$77.9M
Puts
$156M
Net Calls
-$77.8M
Net Calls Change
-$14M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$251M
2
CI
2
Cambiar Investors
Colorado
$79.5M
3
Swedbank
3
Swedbank
Sweden
$79.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$804M
5
BlackRock
5
BlackRock
New York
$178M

Top Sellers

1
HL
1
Harding Loevner
New Jersey
$678M
2
CG
2
Carmignac Gestion
France
$0
3
AI
3
Axiom Investors
Connecticut
$13.8M
4
IUHSA
4
Itau Unibanco Holding S.A.
Brazil
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$228M
Name Market Value Shares Shares
Change 		Shares
Change %
CB
251
Commerce Bank
Missouri
$54K 10,826 -2,800 -21%
V
252
Veritable
Delaware
$54K 10,810 +10,810 New
MIFH
253
Migdal Insurance & Financial Holdings
Israel
$53K 10,600 – –
AAM
254
Aureus Asset Management
Massachusetts
$53K 10,753 – –
PNC
255
Park National Corp
Ohio
$53K 10,634 +10,634 New
Creative Planning
256
Creative Planning
Kansas
$52K 10,542 – –
PIM
257
Platinum Investment Management
Australia
$49K 9,805 +3,021 +45%
ACA
258
Atlas Capital Advisors
Wyoming
$45.9K 9,256 – –
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$45K 9,169 +9,169 New
IRC
260
Investors Research Corp
Georgia
$44K 8,911 – –
ST
261
Sageworth Trust
Pennsylvania
$36K 7,203 +7,203 New
TRCT
262
Tower Research Capital (TRC)
New York
$28K 5,625 -33,742 -86%
CFGS
263
Concourse Financial Group Securities
Alabama
$26K 5,137 +1,881 +58%
PB
264
Pinnacle Bancorp
Nebraska
$22K 4,385 +811 +23%
EWA
265
Evolution Wealth Advisors
Florida
$20K 4,000 – –
HNB
266
Huntington National Bank
Ohio
$19K 3,755 +658 +21%
HI
267
Harbour Investments
Wisconsin
$16K 3,214 +3,214 New
POIA
268
Pin Oak Investment Advisors
Texas
$13K 2,630 – –
CFA
269
Carroll Financial Associates
North Carolina
$12K 2,484 – –
S
270
SignatureFD
Georgia
$11K 2,242 +802 +56%
WWM
271
Wolff Wiese Magana
California
$9K 1,906 -196 -9%
FCA
272
FinTrust Capital Advisors
South Carolina
$9K 1,717 – –
SWM
273
Spire Wealth Management
Virginia
$9K 1,921 +1,921 New
FMII
274
Farmers & Merchants Investments Inc
Nebraska
$6K 1,206 – –
PAM
275
Panagora Asset Management
Massachusetts
$6K 1,202 – –
9 10
11
12 13