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Itaú Unibanco
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Overview Fund Activity

330 hedge funds and large institutions have $4.89B invested in Itaú Unibanco in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 98 increasing their positions, 120 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+10
Holders Change %
+3.13%
% of All Funds
4.8%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
47
Increased
98
Reduced
120
Closed
32
Calls
$33.8M
Puts
$39.1M
Net Calls
-$5.24M
Net Calls Change
+$25.2M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$239M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$132M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$63.4M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$228M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$500M

Top Sellers

1
PL
1
Perpetual Ltd
Australia
$73M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$282M
3
Goldman Sachs
3
Goldman Sachs
New York
$13.9M
4
Citigroup
4
Citigroup
New York
$13.1M
5
GL
5
Gemsstock Ltd
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
251
Laird Norton Wetherby Wealth Management
California
$87.1K – – –
PGFC
252
Peapack-Gladstone Financial Corp
New Jersey
$87K – – –
WAS
253
Wealth Advisory Solutions
Indiana
$83.2K +$83.2K +15,663 New
WTC
254
WhitTier Trust Company
Nevada
$82.8K +$42.5K +8,012 +106%
Stifel Financial
255
Stifel Financial
Missouri
$82.7K -$26.5K -4,985 -24%
SCP
256
Sivia Capital Partners
California
$82.6K +$2.21K +416 +3%
RG
257
Rathbones Group
United Kingdom
$81.8K – – –
GC
258
Gratus Capital
Georgia
$81.1K +$81.1K +15,276 New
LFA
259
Legacy Financial Advisors
Kentucky
$79.9K -$21.6K -4,063 -21%
GBT
260
Grove Bank & Trust
Florida
$78.2K -$2.11K -398 -3%
CCM
261
Coldstream Capital Management
Washington
$77.7K +$17.9K +3,370 +30%
FAFN
262
First Affirmative Financial Network
Colorado
$76.2K +$9.28K +1,747 +14%
KeyBank National Association
263
KeyBank National Association
Ohio
$73K +$73K +13,757 New
AAS
264
Avantax Advisory Services
Texas
$72.8K +$72.8K +13,709 New
HB
265
HTLF Bank
Colorado
$71K +$738 +139 +1%
FB
266
Fulton Bank
Pennsylvania
$67.5K -$4.23K -796 -6%
MYIA
267
Mount Yale Investment Advisors
Colorado
$67K -$7.33K -1,381 -10%
Massachusetts Financial Services
268
Massachusetts Financial Services
Massachusetts
$66.4K – – –
Creative Planning
269
Creative Planning
Kansas
$65.3K -$520 -98 -0.8%
S
270
Sunpointe
Missouri
$65.1K +$4.45K +830 +7%
DAS
271
Dynamic Advisor Solutions
Arizona
$65K +$65K +12,251 New
SCA
272
Snowden Capital Advisors
New York
$64.9K +$1.9K +354 +3%
LC
273
Lindbrook Capital
California
$61.9K +$25.6K +4,828 +71%
HNB
274
Huntington National Bank
Ohio
$60.2K +$9.25K +1,743 +18%
AF
275
Aviso Financial
Ontario, Canada
$60K +$60K +11,329 New
9 10
11
12 13