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Itaú Unibanco
ITUB

Overview Fund Activity

326 hedge funds and large institutions have $4.14B invested in Itaú Unibanco in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 137 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-18
Holders Change %
-5.23%
% of All Funds
4.34%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
43
Increased
96
Reduced
137
Closed
56
Calls
$27.7M
Puts
$24.4M
Net Calls
+$3.32M
Net Calls Change
-$5.52M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$205M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$253M
3
Bank of America
Bank of America
North Carolina
$127M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$71.1M
5
Renaissance Technologies
Renaissance Technologies
New York
$54.3M

Top Sellers

1
WGI
Westwood Global Investments
Massachusetts
$0
2
William Blair Investment Management
William Blair Investment Management
Illinois
$69.9M
3
OAG
Orbis Allan Gray
Bermuda
$0
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$27.8M
5
OCM
Oaktree Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
251
Hamilton Capital
Ohio
$69K -$10.5K -2,330 -13%
PP
252
PDS Planning
Ohio
$67.8K -$14.2K -3,154 -17%
SWP
253
Sagespring Wealth Partners
Tennessee
$67.5K +$67.5K +14,962 New
WA
254
Waverly Advisors
Alabama
$67K +$67K +14,856 New
SCP
255
Sivia Capital Partners
California
$63.9K -$5.31K -1,177 -8%
AF
256
Aviso Financial
Ontario, Canada
$63.8K +$7.2K +1,596 +13%
P
257
&Partners
Tennessee
$63.8K +$63.8K +14,405 New
GBT
258
Grove Bank & Trust
Florida
$62.1K -$6.57K -1,456 -10%
Bank of Montreal
259
Bank of Montreal
Ontario, Canada
$61.8K +$365 +81 +0.6%
SCA
260
Snowden Capital Advisors
New York
$61.1K -$5.01K -1,078 -8%
S
261
SignatureFD
Georgia
$60.8K +$59.3K +13,157 +3,999%
CCM
262
Coldstream Capital Management
Washington
$59.1K -$18.1K -4,011 -23%
TIAA Trust, National Association
263
TIAA Trust, National Association
North Carolina
$58.3K +$2.58K +573 +5%
FB
264
Fulton Bank
Pennsylvania
$57.1K -$622 -138 -1%
AAS
265
Avantax Advisory Services
Texas
$56.7K -$20.6K -4,578 -27%
MYIA
266
Mount Yale Investment Advisors
Colorado
$56.6K +$56.6K +12,557 New
Massachusetts Financial Services
267
Massachusetts Financial Services
Massachusetts
$56.4K – – –
LJAC
268
L.J. Altfest & Co
New York
$54.8K -$3.71K -822 -6%
Sumitomo Mitsui Trust Group
269
Sumitomo Mitsui Trust Group
Japan
$52.8K -$166K -36,850 -76%
KeyBank National Association
270
KeyBank National Association
Ohio
$52.2K -$9.06K -2,009 -15%
S
271
Sunpointe
Missouri
$51.7K -$3.78K -821 -7%
HNB
272
Huntington National Bank
Ohio
$48.1K -$1.51K -335 -3%
IRC
273
Investors Research Corp
Georgia
$44.2K – – –
LC
274
Lindbrook Capital
California
$40.8K -$17.4K -3,855 -30%
Bessemer Group
275
Bessemer Group
New Jersey
$35K +$35K +7,700 New
9 10
11
12 13