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Itaú Unibanco
ITUB

Overview Fund Activity

279 hedge funds and large institutions have $4.39B invested in Itaú Unibanco in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 91 increasing their positions, 100 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-4
Holders Change %
-1.41%
% of All Funds
4.45%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
29
Increased
91
Reduced
100
Closed
31
Calls
$34.7M
Puts
$36.8M
Net Calls
-$2.14M
Net Calls Change
-$2.62M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$196M
2
Goldman Sachs
2
Goldman Sachs
New York
$347M
3
AP
3
Antipodes Partners
Australia
$111M
4
Bank of America
4
Bank of America
North Carolina
$118M
5
BlackRock
5
BlackRock
New York
$125M

Top Sellers

1
OAG
1
Orbis Allan Gray
Bermuda
$0
2
GQG Partners
2
GQG Partners
Florida
$47M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$12.6M
4
PL
4
Perpetual Ltd
Australia
$229M
5
Jane Street
5
Jane Street
New York
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
251
Global Retirement Partners
California
$15.6K – – –
PPC
252
Park Place Capital
Alabama
$14.7K – – –
VanEck Associates
253
VanEck Associates
New York
$12K +$8.07K +1,602 +205%
TIM
254
Tortoise Investment Management
New York
$11.8K – – –
EWA
255
EverSource Wealth Advisors
Alabama
$10.5K +$488 +100 +5%
KFI
256
Key Financial Inc
Pennsylvania
$8.55K – – –
Toronto Dominion Bank
257
Toronto Dominion Bank
Ontario, Canada
$7.05K – – –
NS
258
NBC Securities
Alabama
$6K +$6K +1,326 New
TPCW
259
TD Private Client Wealth
New York
$5.7K – – –
FCA
260
FinTrust Capital Advisors
South Carolina
$5.28K -$591 -121 -10%
CA
261
Clearstead Advisors
Ohio
$5.24K +$5.24K +1,074 New
JWA
262
JFS Wealth Advisors
Pennsylvania
$5.11K – – –
FHA
263
First Horizon Advisors
Tennessee
$4.59K -$688 -141 -13%
FFA
264
Farther Finance Advisors
California
$4.31K +$4.31K +883 New
CSPIA
265
Cary Street Partners Investment Advisory
Virginia
$3.75K – – –
GI
266
Gradient Investments
Minnesota
$2.14K +$1.07K +220 +101%
SWM
267
Spire Wealth Management
Virginia
$1.97K +$1.97K +403 New
FDCDDQ
268
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.61K – – –
UB
269
UMB Bank
Missouri
$1.17K – – –
CAM
270
ClariVest Asset Management
California
$1K – – –
Jones Financial Companies
271
Jones Financial Companies
Missouri
$881 +$881 +180 New
HCM
272
Hollencrest Capital Management
California
$795 – – –
BIA
273
Bell Investment Advisors
California
$640 – – –
MHR
274
Matthew Hamilton Rosenberg
$521 – – –
FGAM
275
Financial Gravity Asset Management
Texas
$520 +$486 +99 +1,414%
9 10
11
12 13