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Itaú Unibanco
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Overview Fund Activity

264 hedge funds and large institutions have $4.09B invested in Itaú Unibanco in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 87 increasing their positions, 105 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-7
Holders Change %
-2.58%
% of All Funds
4.57%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
29
Increased
87
Reduced
105
Closed
32
Calls
$43.3M
Puts
$92.5M
Net Calls
-$49.2M
Net Calls Change
-$10.2M

Top Buyers

1
PG
1
Pendal Group
Australia
$234M
2
Victory Capital Management
2
Victory Capital Management
Texas
$33.2M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$20.8M
4
HL
4
Harding Loevner
New Jersey
$137M
5
GQG Partners
5
GQG Partners
Florida
$73.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$40.2M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$529M
3
Morgan Stanley
3
Morgan Stanley
New York
$26.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$93.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$330M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
276
Shilanski & Associates
Alaska
– -$163K -41,829 Closed
William Blair & Company
277
William Blair & Company
Illinois
– -$150K -38,596 Closed
PM
278
Parametrica Management
Hong Kong
– -$112K -28,565 Closed
UMC
279
United Maritime Capital
New York
– -$49K -12,650 Closed
GIA
280
Gateway Investment Advisers
Ohio
– -$46K -11,939 Closed
SG
281
StoneX Group
New York
– -$44.9K -11,551 Closed
EBA
282
Eagle Bay Advisors
New York
– -$30K -7,700 Closed
CAPTRUST Financial Advisors
283
CAPTRUST Financial Advisors
North Carolina
– -$20K -5,167 Closed
FMII
284
Farmers & Merchants Investments Inc
Nebraska
– -$8K -1,997 Closed
WTA
285
Washington Trust Advisors
Massachusetts
– -$8K -1,938 Closed
CG
286
Cutler Group
California
– -$7K -1,858 Closed
FA
287
Fortis Advisors
Pennsylvania
– -$6K -1,650 Closed
PFGIA
288
Patriot Financial Group Insurance Agency
Massachusetts
– -$6K -1,590 Closed
CIBC Private Wealth Group
289
CIBC Private Wealth Group
Georgia
– -$6K -1,558 Closed
STCOSD
290
Sageworth Trust Company of South Dakota
South Dakota
– -$4K -1,124 Closed
Northwestern Mutual Wealth Management
291
Northwestern Mutual Wealth Management
Wisconsin
– -$2K -408 Closed
PMFA
292
Plante Moran Financial Advisors
Michigan
– -$1K -262 Closed
JSAM
293
J. Safra Asset Management
New York
– -$12K -56 Closed
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