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Itaú Unibanco
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Overview Fund Activity

309 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, 86 reducing their positions, and 21 closing their positions.

Holders
309
Holders Change
+30
Holders Change %
+10.75%
% of All Funds
4.53%
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
86
Closed
21
Calls
$52.4M
Puts
$57.4M
Net Calls
-$5M
Net Calls Change
-$2.85M

Top Buyers

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

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$1.74M
2
Bank of America
2
Bank of America
North Carolina
$33.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$370M
4
AI
4
Ariel Investments
Illinois
$0
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$614M
Name Holding Trade Value Shares
Change 		Shares
Change %
HL
26
Harding Loevner
New Jersey
$60.3M -$6.96M -1,101,348 -10%
Victory Capital Management
27
Victory Capital Management
Texas
$48.8M -$499K -79,001 -1%
MIP
28
Mondrian Investment Partners
United Kingdom
$38.2M -$18.6M -2,939,324 -33%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$36.7M -$418K -66,105 -1%
Capital World Investors
30
Capital World Investors
California
$36.6M – – –
Renaissance Technologies
31
Renaissance Technologies
New York
$34.4M +$9.71M +1,536,260 +39%
TAM
32
Todd Asset Management
Kentucky
$33.6M -$681K -107,710 -2%
Bank of America
33
Bank of America
North Carolina
$33.2M -$120M -18,968,391 -78%
UBS Group
34
UBS Group
Switzerland
$33.2M +$2.72M +429,903 +9%
GC
35
GMT Capital
Georgia
$32.8M +$28.4M +4,498,010 +650%
State of New Jersey Common Pension Fund D
36
State of New Jersey Common Pension Fund D
New Jersey
$30.8M +$1.44M +227,514 +5%
NP
37
NS Partners
United Kingdom
$29.2M -$4.42M -699,270 -13%
SGDR
38
SPX Gestao de Recursos
Brazil
$28M -$9.2M -1,456,679 -25%
Lazard Asset Management
39
Lazard Asset Management
New York
$27.6M -$719K -113,776 -3%
Marshall Wace
40
Marshall Wace
United Kingdom
$26.4M +$26.4M +4,175,091 New
DCM
41
Discovery Capital Management
Connecticut
$24.7M +$24.7M +3,914,020 New
SPC
42
Slate Path Capital
New York
$23.9M – – –
Wellington Management Group
43
Wellington Management Group
Massachusetts
$23.8M +$23.8M +3,762,057 New
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$23.8M +$23.8M +3,762,057 New
GQG Partners
45
GQG Partners
Florida
$23.4M -$37.4M -5,917,657 -62%
VCMGDR
46
Vinland Capital Management Gestora de Recursos
Brazil
$22.8M +$22.8M +3,562,625 New
Northern Trust
47
Northern Trust
Illinois
$22.7M +$1.37M +216,227 +6%
American Century Companies
48
American Century Companies
Missouri
$21.3M +$1.24M +195,643 +6%
BCP
49
Breakout Capital Partners
New York
$20.1M +$20.1M +3,178,625 New
Legal & General Group
50
Legal & General Group
United Kingdom
$18.9M -$1.1M -173,639 -5%
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