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Itaú Unibanco
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Overview Fund Activity

266 hedge funds and large institutions have $3.9B invested in Itaú Unibanco in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 38 increasing their positions, 190 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-36
Holders Change %
-11.92%
% of All Funds
4.11%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.14%
New
38
Increased
38
Reduced
190
Closed
72
Calls
$91.3M
Puts
$183M
Net Calls
-$92.1M
Net Calls Change
+$17.9M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$461M
2
Morgan Stanley
Morgan Stanley
New York
$192M
3
OAG
Orbis Allan Gray
Bermuda
$171M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$614M
5
IUHSA
Itau Unibanco Holding S.A.
Brazil
$77.2M

Top Sellers

1
HL
Harding Loevner
New Jersey
$140M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1K
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$71.8M
4
CI
Cambiar Investors
Colorado
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$62.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
301
Virtu Financial
New York
– -$106K -26,917 Closed
SFA
302
Sequoia Financial Advisors
Ohio
– -$98K -24,899 Closed
GCP
303
GSA Capital Partners
United Kingdom
– -$83K -20,941 Closed
SS
304
Simplicity Solutions
Minnesota
– -$76K -19,266 Closed
MG
305
Mather Group
Illinois
– -$70K -17,729 Closed
DBT
306
Dubuque Bank & Trust
Iowa
– -$70K -17,617 Closed
SM
307
SG3 Management
Puerto Rico
– -$56K -17,346 Closed
RhumbLine Advisers
308
RhumbLine Advisers
Massachusetts
– -$64K -16,265 Closed
CB
309
Commerce Bank
Missouri
– -$61K -15,523 Closed
V
310
Veritable
Delaware
– -$60K -15,128 Closed
AAP
311
Arax Advisory Partners
Colorado
– -$59K -14,813 Closed
KP
312
Keel Point
Alabama
– -$58K -14,707 Closed
DWT
313
Dorsey & Whitney Trust
South Dakota
– -$58K -14,609 Closed
AAM
314
Aureus Asset Management
Massachusetts
– -$57K -14,348 Closed
WI
315
WrapManager Inc
California
– -$56K -14,304 Closed
SW
316
SVB Wealth
Massachusetts
– -$55K -13,987 Closed
GC
317
Gilbert & Cook
Iowa
– -$54K -13,560 Closed
LWM
318
Liberty Wealth Management
California
– -$31K -7,828 Closed
Acadian Asset Management
319
Acadian Asset Management
Massachusetts
– -$22K -5,772 Closed
EWA
320
Evolution Wealth Advisors
Florida
– -$21K -5,337 Closed
Koshinski Asset Management
321
Koshinski Asset Management
Illinois
– -$19.1K -4,845 Closed
HI
322
Harbour Investments
Wisconsin
– -$17K -4,236 Closed
POIA
323
Pin Oak Investment Advisors
Texas
– -$14K -3,509 Closed
CFA
324
Carroll Financial Associates
North Carolina
– -$13K -3,314 Closed
WWM
325
Wolff Wiese Magana
California
– -$10K -2,543 Closed
10 11 12
13
14