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Itaú Unibanco
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Overview Fund Activity

271 hedge funds and large institutions have $3.77B invested in Itaú Unibanco in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 92 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-4
Holders Change %
-1.45%
% of All Funds
4.58%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.17%
New
38
Increased
92
Reduced
91
Closed
38
Calls
$19.5M
Puts
$58.5M
Net Calls
-$39M
Net Calls Change
-$10.4M

Top Buyers

1
IUHSA
1
Itau Unibanco Holding S.A.
Brazil
$91.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$103M
3
Bank of America
3
Bank of America
North Carolina
$156M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$126M
5
OCM
5
Oaktree Capital Management
California
$114M

Top Sellers

1
OAG
1
Orbis Allan Gray
Bermuda
$128M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$560M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
STCOSD
251
Sageworth Trust Company of South Dakota
South Dakota
$4K – – –
FCA
252
FinTrust Capital Advisors
South Carolina
$4K +$4K +924 New
FGAM
253
Financial Gravity Asset Management
Texas
$3.39K -$1.68K -48 -33%
Northwestern Mutual Wealth Management
254
Northwestern Mutual Wealth Management
Wisconsin
$2K -$4.12K -841 -67%
WT
255
Whittier Trust
California
$2K – – –
TAIM
256
TD Ameritrade Investment Management
Nebraska
$2K – – –
PCG
257
Private Capital Group
Connecticut
$2K – – –
VanEck Associates
258
VanEck Associates
New York
$2K +$1.02K +242 +104%
SC
259
Schubert & Co
Texas
$2K +$2K +441 New
FDCDDQ
260
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.28K – – –
FCG
261
Financial Connections Group
California
$1K – – –
TSWM
262
Tyler-Stone Wealth Management
Ohio
$1K – – –
GWS
263
Glassman Wealth Services
Virginia
$1K +$154 +49 +18%
PMFA
264
Plante Moran Financial Advisors
Michigan
$1K +$1K +262 New
AWM
265
Atticus Wealth Management
Florida
$1K +$1K +282 New
BIM
266
Baldwin Investment Management
Pennsylvania
$308 – – –
Bank of Montreal
267
Bank of Montreal
Ontario, Canada
$68 – -80 -0.5%
Renaissance Technologies
268
Renaissance Technologies
New York
– -$119M -22,959,611 Closed
Two Sigma Investments
269
Two Sigma Investments
New York
– -$102M -19,727,456 Closed
Victory Capital Management
270
Victory Capital Management
Texas
– -$30M -5,782,128 Closed
EVCM
271
Emerging Variant Capital Management
New York
– -$5.71K -4,144,800 Closed
Wellington Management Group
272
Wellington Management Group
Massachusetts
– -$14M -2,695,433 Closed
APG Asset Management
273
APG Asset Management
Netherlands
– -$9.5M -2,036,013 Closed
D.E. Shaw & Co
274
D.E. Shaw & Co
New York
– -$7.94M -1,529,460 Closed
SI
275
Squadra Investments
Brazil
– -$7.16M -1,379,950 Closed
9 10
11
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