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Itaú Unibanco
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Overview Fund Activity

299 hedge funds and large institutions have $5.07B invested in Itaú Unibanco in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 112 increasing their positions, 78 reducing their positions, and 51 closing their positions.

Holders
299
Holders Change
+5
Holders Change %
+1.7%
% of All Funds
5.27%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
61
Increased
112
Reduced
78
Closed
51
Calls
$77.9M
Puts
$156M
Net Calls
-$77.8M
Net Calls Change
-$14M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$251M
2
CI
2
Cambiar Investors
Colorado
$79.5M
3
Swedbank
3
Swedbank
Sweden
$79.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$804M
5
BlackRock
5
BlackRock
New York
$178M

Top Sellers

1
HL
1
Harding Loevner
New Jersey
$678M
2
CG
2
Carmignac Gestion
France
$0
3
AI
3
Axiom Investors
Connecticut
$13.8M
4
IUHSA
4
Itau Unibanco Holding S.A.
Brazil
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$228M
Name Market Value Shares Shares
Change 		Shares
Change %
RFA
276
Reilly Financial Advisors
California
$6K 1,118 +1,118 New
PCG
277
Private Capital Group
Connecticut
$6K 1,205 +1,205 New
FGAM
278
Financial Gravity Asset Management
Texas
$5.84K 1,176 +221 +23%
IAIM
279
International Assets Investment Management
Florida
$5K 778 – –
HPC
280
HM Payson & Co
Maine
$5K 1,006 – –
EFSCE
281
Enterprise Financial Services Corp (EFSC)
Missouri
$4K 782 -194 -20%
FPS
282
Fieldpoint Private Securities
Connecticut
$4K 796 -190 -19%
BCA
283
Berman Capital Advisors
Georgia
$4K 835 -176 -17%
GWM
284
Geneos Wealth Management
Colorado
$4K 993 – –
WT
285
Whittier Trust
California
$3K 524 – –
MWP
286
Meridian Wealth Partners
Pennsylvania
$3K 666 +666 New
APA
287
American Portfolios Advisors
New York
$2.37K 478 +478 New
AssetMark Inc
288
AssetMark Inc
California
$2K 307 -119 -28%
BAM
289
Bellevue Asset Management
Washington
$2K 474 – –
TAIM
290
TD Ameritrade Investment Management
Nebraska
$2K 330 – –
CWM
291
Cranbrook Wealth Management
Michigan
$2K 366 +366 New
AWM
292
Activest Wealth Management
Florida
$2K 413 +413 New
FHA
293
First Horizon Advisors
Tennessee
$2K 455 +455 New
RE
294
RBC Europe
United Kingdom
$1.29K 260 – –
OSAM
295
O'Shaughnessy Asset Management
Connecticut
$1K 133 – –
VFA
296
Valeo Financial Advisors
Indiana
$1K 271 – –
VanEck Associates
297
VanEck Associates
New York
$1K 212 – –
AIC
298
Ameritas Investment Company
Nebraska
$833 168 +168 New
CG
299
Carmignac Gestion
France
– – -20,574,525 Closed
IUHSA
300
Itau Unibanco Holding S.A.
Brazil
– – -8,521,160 Closed
10 11
12
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