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Itaú Unibanco
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Overview Fund Activity

321 hedge funds and large institutions have $5.61B invested in Itaú Unibanco in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 107 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+11
Holders Change %
+3.55%
% of All Funds
4.65%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.14%
New
39
Increased
117
Reduced
107
Closed
27
Calls
$18.6M
Puts
$49.1M
Net Calls
-$30.5M
Net Calls Change
-$25.5M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$229M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$106M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$497M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$107M
5
DCM
5
Driehaus Capital Management
Illinois
$27.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$109M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.4M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$556M
4
IUHSA
4
Itau Unibanco Holding S.A.
Brazil
$156M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$63.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Credit Agricole
276
Credit Agricole
France
$26.5K – – –
MIFH
277
Migdal Insurance & Financial Holdings
Israel
$25K – – –
VanEck Associates
278
VanEck Associates
New York
$25K +$8.29K +1,314 +50%
AWM
279
Avior Wealth Management
Nebraska
$23.4K +$23.4K +3,719 New
SWS
280
SYSTM Wealth Solutions
Illinois
$22.6K +$13.9K +2,204 +159%
BFEC
281
Benjamin F. Edwards & Company
Missouri
$22K -$703 -113 -3%
MG
282
Mather Group
Illinois
$21.8K +$21.8K +3,446 New
GRP
283
Global Retirement Partners
California
$20.4K – – –
PPC
284
Park Place Capital
Alabama
$18.9K – – –
TIM
285
Tortoise Investment Management
New York
$15.2K – – –
RCG
286
Rock Creek Group
District of Columbia
$14.6K -$8.26K -1,311 -36%
EWA
287
EverSource Wealth Advisors
Alabama
$14.6K +$665 +121 +5%
FGAM
288
Financial Gravity Asset Management
Texas
$11.4K +$7.75K +1,230 +212%
KFI
289
Key Financial Inc
Pennsylvania
$11K – – –
PS
290
Principal Securities
Iowa
$10K +$170 +27 +2%
Toronto Dominion Bank
291
Toronto Dominion Bank
Ontario, Canada
$9.09K – – –
W
292
WealthCollab
Washington
$8.52K – – –
TPCW
293
TD Private Client Wealth
New York
$7.34K – – –
AGWCA
294
Annis Gardner Whiting Capital Advisors
Florida
$7.32K +$7.32K +1,162 New
JWA
295
JFS Wealth Advisors
Pennsylvania
$7.17K – – –
FCA
296
FinTrust Capital Advisors
South Carolina
$6.81K – – –
Jones Financial Companies
297
Jones Financial Companies
Missouri
$6.28K +$1.11K +176 +21%
NS
298
NBC Securities
Alabama
$5K -$1.31K -240 -21%
FHA
299
First Horizon Advisors
Tennessee
$4.17K – – –
FFA
300
Farther Finance Advisors
California
$3.81K -$283 -47 -7%
10 11
12
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