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Itaú Unibanco
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Overview Fund Activity

321 hedge funds and large institutions have $5.61B invested in Itaú Unibanco in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 107 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+11
Holders Change %
+3.55%
% of All Funds
4.65%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.14%
New
39
Increased
117
Reduced
107
Closed
27
Calls
$18.6M
Puts
$49.1M
Net Calls
-$30.5M
Net Calls Change
-$25.5M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$229M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$106M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$497M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$107M
5
DCM
5
Driehaus Capital Management
Illinois
$27.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$109M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.4M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$556M
4
IUHSA
4
Itau Unibanco Holding S.A.
Brazil
$156M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$63.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FB
251
Fulton Bank
Pennsylvania
$85.1K – – –
PP
252
PDS Planning
Ohio
$85K +$132 +21 +0.2%
CWM
253
Calamos Wealth Management
Illinois
$84.4K +$4.18K +664 +5%
HB
254
HTLF Bank
Colorado
$83.3K +$113 +18 +0.1%
FAFN
255
First Affirmative Financial Network
Colorado
$79.4K -$7.59K -1,204 -9%
Massachusetts Financial Services
256
Massachusetts Financial Services
Massachusetts
$78.7K +$4.68K +742 +6%
Creative Planning
257
Creative Planning
Kansas
$78.1K +$409 +65 +0.5%
TIAA Trust, National Association
258
TIAA Trust, National Association
North Carolina
$74.8K – – –
SCA
259
Snowden Capital Advisors
New York
$74.2K +$74.2K +11,774 New
CQS
260
Credential Qtrade Securities
$73.7K -$4.73K -751 -6%
Bank of Montreal
261
Bank of Montreal
Ontario, Canada
$72.5K -$2.36K -374 -3%
S
262
Sunpointe
Missouri
$71.5K +$511 +81 +0.7%
CCM
263
Coldstream Capital Management
Washington
$71K +$71K +11,267 New
IRC
264
Investors Research Corp
Georgia
$61.8K – – –
HNB
265
Huntington National Bank
Ohio
$60.4K +$1.97K +312 +3%
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$55K +$6.56K +1,036 +14%
QCG
267
Quadrant Capital Group
Ohio
$53.3K -$4.57K -725 -8%
Bessemer Group
268
Bessemer Group
New Jersey
$49K +$49K +7,755 New
WTC
269
WhitTier Trust Company
Nevada
$47.7K +$40.6K +6,448 +571%
LC
270
Lindbrook Capital
California
$43K +$510 +81 +1%
Allspring Global Investments
271
Allspring Global Investments
North Carolina
$39.6K +$737 +117 +2%
HNB
272
Hilltop National Bank
Wyoming
$37K +$37K +5,871 New
BGAI
273
Bruce G. Allen Investments
Colorado
$33.1K -$3.11K -494 -9%
GI
274
GAMMA Investing
California
$30.3K +$12.2K +1,931 +67%
CA
275
Clearstead Advisors
Ohio
$27.7K +$24.6K +4,214 +785%
9 10
11
12 13