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Itaú Unibanco
ITUB

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

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$109M
2
Morgan Stanley
Morgan Stanley
New York
$33.4M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$556M
4
IUHSA
Itau Unibanco Holding S.A.
Brazil
$156M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$63.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
301
Allworth Financial
California
$3.8K – – –
FFC
302
First Financial Corp
Indiana
$3.37K +$3.37K +535 New
SAM
303
Smartleaf Asset Management
Massachusetts
$3.23K +$3.23K +513 New
FFA
304
Frazier Financial Advisors
Ohio
$2.54K +$1.46K +232 +135%
BCMLT
305
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.35K +$2.35K +373 New
AF
306
Advisornet Financial
Minnesota
$2.09K +$422 +67 +25%
FDCDDQ
307
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.08K – – –
PPFA
308
Provida Pension Fund Administrator
Chile
$2.07K -$51.2K -8,128 -96%
UB
309
UMB Bank
Missouri
$1.5K – – –
CAM
310
ClariVest Asset Management
California
$1.37K – – –
HI
311
Horizon Investments
North Carolina
$1.07K +$1.07K +169 New
HCM
312
Hollencrest Capital Management
California
$1.03K – – –
AAP
313
Arax Advisory Partners
Colorado
$832 – – –
BIA
314
Bell Investment Advisors
California
$825 – – –
RFS
315
Richardson Financial Services
Massachusetts
$714 +$714 +113 New
CFS
316
CGC Financial Services
Oregon
$575 – – –
MHR
317
Matthew Hamilton Rosenberg
$537 -$109 -18 -17%
S
318
SignatureFD
Georgia
$21 – – –
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$7 – – –
DCM
320
Discovery Capital Management
Connecticut
– -$24.7M -3,914,020 Closed
SPC
321
Slate Path Capital
New York
– -$23.9M -3,789,500 Closed
CANY
322
Caxton Associates (New York)
New York
– -$5.22M -826,918 Closed
Balyasny Asset Management
323
Balyasny Asset Management
Illinois
– -$3.31M -523,199 Closed
CS
324
Credit Suisse
Switzerland
– -$3.08M -488,098 Closed
BBVA
325
Banco Bilbao Vizcaya Argentaria
Spain
– -$1.54M -244,391 Closed
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