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Itaú Unibanco
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Overview Fund Activity

344 hedge funds and large institutions have $5.71B invested in Itaú Unibanco in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 120 increasing their positions, 119 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+14
Holders Change %
+4.24%
% of All Funds
4.98%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
44
Increased
120
Reduced
119
Closed
28
Calls
$45.7M
Puts
$36.8M
Net Calls
+$8.84M
Net Calls Change
+$14.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$156M
2
OAG
Orbis Allan Gray
Bermuda
$128M
3
DCM
Driehaus Capital Management
Illinois
$107M
4
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.7M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$286M

Top Sellers

1
AP
Antipodes Partners
Australia
$6.29M
2
Millennium Management
Millennium Management
New York
$2.31M
3
PPFA
Provida Pension Fund Administrator
Chile
$108K
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$130M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Credit Agricole
301
Credit Agricole
France
$29.2K – – –
CA
302
Clearstead Advisors
Ohio
$28.7K – – –
ACA
303
Atlas Capital Advisors
Wyoming
$25.5K -$223K -36,920 -90%
MIFH
304
Migdal Insurance & Financial Holdings
Israel
$24K – – –
MG
305
Mather Group
Illinois
$19.7K – – –
GRP
306
Global Retirement Partners
California
$19.6K – – –
AWM
307
Avior Wealth Management
Nebraska
$19K – – –
EWA
308
EverSource Wealth Advisors
Alabama
$17.8K +$1.14K +189 +7%
PPC
309
Park Place Capital
Alabama
$16K -$2.15K -355 -12%
TIM
310
Tortoise Investment Management
New York
$14.6K – – –
TPCW
311
TD Private Client Wealth
New York
$14.1K +$3.74K +619 +36%
SAM
312
Smartleaf Asset Management
Massachusetts
$13.3K +$13.3K +2,156 New
PS
313
Principal Securities
Iowa
$13.3K +$2.63K +435 +25%
GWM
314
Geneos Wealth Management
Colorado
$13.2K +$13.2K +2,186 New
Jones Financial Companies
315
Jones Financial Companies
Missouri
$12.9K +$11K +1,804 +569%
BIG
316
Brooklyn Investment Group
New York
$10.6K +$10.6K +1,761 New
KFI
317
Key Financial Inc
Pennsylvania
$10.6K – – –
W
318
WealthCollab
Washington
$8.17K – – –
JWA
319
JFS Wealth Advisors
Pennsylvania
$6.88K – – –
FCA
320
FinTrust Capital Advisors
South Carolina
$6.54K – – –
NS
321
NBC Securities
Alabama
$5K +$74 +13 +2%
FHA
322
First Horizon Advisors
Tennessee
$4.99K +$985 +163 +25%
MS
323
Mizuho Securities
Japan
$4.37K +$4.37K +723 New
AF
324
Allworth Financial
California
$3.65K – – –
CIBC Private Wealth Group
325
CIBC Private Wealth Group
Georgia
$3K -$188K -31,054 -98%
11 12
13
14 15