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Itaú Unibanco
ITUB

Overview Fund Activity

286 hedge funds and large institutions have $3.94B invested in Itaú Unibanco in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 92 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+22
Holders Change %
+8.33%
% of All Funds
4.61%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
52
Increased
92
Reduced
105
Closed
26
Calls
$48.3M
Puts
$86.1M
Net Calls
-$37.7M
Net Calls Change
+$11.5M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$228M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$140M
3
Bank of America
Bank of America
North Carolina
$129M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$50.6M
5
AP
Antipodes Partners
Australia
$40M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$35.2M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$435M
3
Swedbank
Swedbank
Sweden
$0
4
OAG
Orbis Allan Gray
Bermuda
$77.7M
5
Dodge & Cox
Dodge & Cox
California
$72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$21K +$1.41K +336 +7%
IA
252
IFP Advisors
Florida
$18K -$579 -38 -3%
MIFH
253
Migdal Insurance & Financial Holdings
Israel
$17K -$18.9K -4,400 -53%
GRP
254
Global Retirement Partners
California
$14.2K -$313 -73 -2%
GWS
255
Glassman Wealth Services
Virginia
$13.9K +$7.31K +1,706 +110%
BBHC
256
Brown Brothers Harriman & Co
New York
$12.4K – – –
PPC
257
Park Place Capital
Alabama
$11K +$11K +2,649 New
TIM
258
Tortoise Investment Management
New York
$10.3K – – –
LC
259
Lindbrook Capital
California
$7.99K +$7.99K +1,866 New
NA
260
NewEdge Advisors
Louisiana
$6.02K +$1.74K +6,754 +41%
Toronto Dominion Bank
261
Toronto Dominion Bank
Ontario, Canada
$6K -$35.1K -7,994 -85%
FCA
262
FinTrust Capital Advisors
South Carolina
$5.15K – – –
VanEck Associates
263
VanEck Associates
New York
$5K +$1.35K +328 +37%
EVCM
264
Emerging Variant Capital Management
New York
$4.71K -$13.6K -2,532,200 -74%
JWA
265
JFS Wealth Advisors
Pennsylvania
$4.48K -$1.94K -453 -30%
CSPIA
266
Cary Street Partners Investment Advisory
Virginia
$3.34K +$3.34K +781 New
FHA
267
First Horizon Advisors
Tennessee
$3.14K -$3.07K -717 -49%
WT
268
Whittier Trust
California
$2.47K – – –
TAIM
269
TD Ameritrade Investment Management
Nebraska
$2K – – –
SC
270
Schubert & Co
Texas
$1.98K -$188 -44 -9%
ASN
271
Advisory Services Network
Georgia
$1.87K +$1.87K +437 New
TJHA
272
Thomas J. Herzfeld Advisors
Florida
$1.42K +$1.42K +331 New
FDCDDQ
273
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.41K – – –
FGAM
274
Financial Gravity Asset Management
Texas
$1.13K -$19.6K -104 -95%
UB
275
UMB Bank
Missouri
$1K -$13.9K -3,329 -93%
9 10
11
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