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Itaú Unibanco
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Overview Fund Activity

286 hedge funds and large institutions have $3.94B invested in Itaú Unibanco in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 92 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+22
Holders Change %
+8.33%
% of All Funds
4.61%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
52
Increased
92
Reduced
105
Closed
26
Calls
$48.3M
Puts
$86.1M
Net Calls
-$37.7M
Net Calls Change
+$11.5M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$228M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$140M
3
Bank of America
Bank of America
North Carolina
$129M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$50.6M
5
AP
Antipodes Partners
Australia
$40M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$35.2M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$435M
3
Swedbank
Swedbank
Sweden
$0
4
OAG
Orbis Allan Gray
Bermuda
$77.7M
5
Dodge & Cox
Dodge & Cox
California
$72M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCG
276
Financial Connections Group
California
$1K – – –
TSWM
277
Tyler-Stone Wealth Management
Ohio
$1K – – –
EWA
278
EverSource Wealth Advisors
Alabama
$970 +$970 +227 New
HCM
279
Hollencrest Capital Management
California
$697 +$697 +163 New
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$579 +$579 +135 New
BIA
281
Bell Investment Advisors
California
$560 – – –
Dimensional Fund Advisors
282
Dimensional Fund Advisors
Texas
$548 +$50 +11,629 +10%
HI
283
Harbour Investments
Wisconsin
$523 +$523 +122 New
MHR
284
Matthew Hamilton Rosenberg
$382 +$382 +89 New
MCC
285
Money Concepts Capital
Florida
$179 +$179 +42 New
S
286
SignatureFD
Georgia
$14 – – –
Swedbank
287
Swedbank
Sweden
– -$46.5M -9,900,000 Closed
Marshall Wace
288
Marshall Wace
United Kingdom
– -$20.8M -4,424,646 Closed
D.E. Shaw & Co
289
D.E. Shaw & Co
New York
– -$9.52M -2,025,207 Closed
CCM
290
Cullen Capital Management
New York
– -$7.52M -1,600,040 Closed
KWILP
291
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$3.28M -843,810 Closed
CIEP
292
Constellation Investimentos e Participacoes
Brazil
– -$3.63M -773,190 Closed
LOAMS
293
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$2.64M -562,430 Closed
EP
294
Edgestream Partners
New Jersey
– -$1.52M -324,213 Closed
Wellington Management Group
295
Wellington Management Group
Massachusetts
– -$1.36M -290,310 Closed
AI
296
Atria Investments
North Carolina
– -$1.36M -288,587 Closed
BCM
297
Bayesian Capital Management
New York
– -$1.05M -222,860 Closed
MTIM
298
Marathon Trading Investment Management
Pennsylvania
– -$756K -160,930 Closed
SEC
299
Seven Eight Capital
New York
– -$414K -88,217 Closed
TI
300
Tidal Investments
Wisconsin
– -$282K -59,953 Closed
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12
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