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Itaú Unibanco
ITUB

Overview Fund Activity

310 hedge funds and large institutions have $5.88B invested in Itaú Unibanco in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 114 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+30
Holders Change %
+10.71%
% of All Funds
4.54%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
54
Increased
114
Reduced
87
Closed
21
Calls
$52.4M
Puts
$57.4M
Net Calls
-$5M
Net Calls Change
-$2.85M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$364M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$423M
3
CG
Carmignac Gestion
France
$92.6M
4
Morgan Stanley
Morgan Stanley
New York
$120M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$65.3M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$1.74M
2
Bank of America
Bank of America
North Carolina
$33.2M
3
Goldman Sachs
Goldman Sachs
New York
$370M
4
AI
Ariel Investments
Illinois
$0
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$614M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
276
Tortoise Investment Management
New York
$15.3K – – –
KFI
277
Key Financial Inc
Pennsylvania
$11K – – –
PS
278
Principal Securities
Iowa
$9.9K +$9.9K +1,566 New
Toronto Dominion Bank
279
Toronto Dominion Bank
Ontario, Canada
$9.12K – – –
SWS
280
SYSTM Wealth Solutions
Illinois
$8.77K +$8.77K +1,388 New
W
281
WealthCollab
Washington
$8.54K +$8.54K +1,352 New
TPCW
282
TD Private Client Wealth
New York
$7.36K – – –
JWA
283
JFS Wealth Advisors
Pennsylvania
$7.19K +$587 +93 +9%
WTC
284
WhitTier Trust Company
Nevada
$7.13K +$7.13K +1,129 New
NS
285
NBC Securities
Alabama
$7K -$1.05K -173 -13%
FCA
286
FinTrust Capital Advisors
South Carolina
$6.83K – – –
Jones Financial Companies
287
Jones Financial Companies
Missouri
$5.19K +$4.05K +641 +356%
ASN
288
Advisory Services Network
Georgia
$4.46K +$4.46K +706 New
FFA
289
Farther Finance Advisors
California
$4.3K -$1.28K -203 -23%
FHA
290
First Horizon Advisors
Tennessee
$4.18K -$1.76K -279 -30%
AF
291
Allworth Financial
California
$3.81K +$3.2K +507 +528%
FGAM
292
Financial Gravity Asset Management
Texas
$3.52K +$2.88K +474 +447%
CA
293
Clearstead Advisors
Ohio
$3.39K -$3.39K -537 -50%
AT
294
Arlington Trust
Alabama
$3.04K +$3.04K +482 New
SWM
295
Spire Wealth Management
Virginia
$2.44K +$6 +1 +0.2%
FDCDDQ
296
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.09K – – –
MA
297
Montag & Associates
Georgia
$1.91K +$1.91K +303 New
AF
298
Advisornet Financial
Minnesota
$1.68K +$1.68K +265 New
UB
299
UMB Bank
Missouri
$1.51K – – –
GI
300
Gradient Investments
Minnesota
$1.38K -$1.39K -220 -50%
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