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Itaú Unibanco
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Overview Fund Activity

275 hedge funds and large institutions have $5.49B invested in Itaú Unibanco in 2022 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 85 increasing their positions, 83 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+9
Holders Change %
+3.38%
% of All Funds
4.35%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
69
Increased
85
Reduced
83
Closed
56
Calls
$35.6M
Puts
$64.2M
Net Calls
-$28.7M
Net Calls Change
+$63.5M

Top Buyers

1
OAG
Orbis Allan Gray
Bermuda
$465M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$121M
3
Two Sigma Investments
Two Sigma Investments
New York
$102M
4
Renaissance Technologies
Renaissance Technologies
New York
$119M
5
Ameriprise
Ameriprise
Minnesota
$80.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$30.8M
2
Goldman Sachs
Goldman Sachs
New York
$528M
3
Bank of America
Bank of America
North Carolina
$105M
4
IUHSA
Itau Unibanco Holding S.A.
Brazil
$5.71M
5
WT
Wellcome Trust
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
251
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6K +1,249 New
EVCM
252
Emerging Variant Capital Management
New York
$5.71K +$5.71K +4,144,800 New
PFGIA
253
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$5K +1,007 New
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +1,027 New
FGAM
255
Financial Gravity Asset Management
Texas
$4.15K +$743 +26 +22%
TAIM
256
TD Ameritrade Investment Management
Nebraska
$3K – – –
S
257
SignatureFD
Georgia
$3K – – –
WT
258
Whittier Trust
California
$3K – – –
PCG
259
Private Capital Group
Connecticut
$3K – – –
PA
260
Parallel Advisors
California
$3K +$3K +501 New
OLVIG
261
Oliver Lagore Vanvalin Investment Group
Michigan
$3K +$3K +545 New
APA
262
American Portfolios Advisors
New York
$2.73K – – –
DHGWA
263
Dixon Hughes Goodman Wealth Advisors
North Carolina
$2K -$1.98K -334 -50%
FCG
264
Financial Connections Group
California
$2K – – –
FMP
265
Financial Management Professionals
Texas
$2K +$2K +306 New
CIBC Private Wealth Group
266
CIBC Private Wealth Group
Georgia
$2K +$2K +419 New
FDCDDQ
267
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.71K – – –
VanEck Associates
268
VanEck Associates
New York
$1K – – –
GWS
269
Glassman Wealth Services
Virginia
$1K – – –
TSWM
270
Tyler-Stone Wealth Management
Ohio
$1K – – –
PFS
271
Prospera Financial Services
Texas
$1K +$1K +185 New
BIM
272
Baldwin Investment Management
Pennsylvania
$410 -$16 -3,054 -4%
WT
273
Wellcome Trust
United Kingdom
– -$107M -31,460,000 Closed
DADR
274
Dynamo Administracao de Recursos
Brazil
– -$26.3M -7,706,905 Closed
DIGDR
275
Dynamo Internacional Gestao de Recursos
Brazil
– -$19.5M -5,717,605 Closed
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