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Itaú Unibanco
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Overview Fund Activity

320 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, 106 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+11
Holders Change %
+3.56%
% of All Funds
4.64%
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
106
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 %
Citigroup
26
Citigroup
New York
$56.9M -$15.5M -2,459,365 -21%
Victory Capital Management
27
Victory Capital Management
Texas
$45.4M -$3.19M -506,761 -7%
UBS Group
28
UBS Group
Switzerland
$41.4M +$8.27M +1,313,258 +25%
HL
29
Harding Loevner
New Jersey
$41.2M -$18.9M -2,994,559 -31%
Renaissance Technologies
30
Renaissance Technologies
New York
$38.1M +$3.8M +603,020 +11%
MIP
31
Mondrian Investment Partners
United Kingdom
$38M -$67K -10,627 -0.2%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$37M +$412K +65,447 +1%
Bank of America
33
Bank of America
North Carolina
$36.6M +$3.45M +547,309 +10%
TAM
34
Todd Asset Management
Kentucky
$36.4M +$2.96M +469,420 +9%
Morgan Stanley
35
Morgan Stanley
New York
$33.4M -$85.7M -13,608,593 -72%
State of New Jersey Common Pension Fund D
36
State of New Jersey Common Pension Fund D
New Jersey
$30M -$745K -118,178 -2%
NP
37
NS Partners
United Kingdom
$29.2M +$34.7K +5,500 +0.1%
DCM
38
Driehaus Capital Management
Illinois
$27.8M +$27.8M +4,409,285 New
Wellington Management Group
39
Wellington Management Group
Massachusetts
$27.4M +$3.71M +589,233 +16%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$27.4M +$3.71M +589,233 +16%
Lazard Asset Management
41
Lazard Asset Management
New York
$24M -$3.48M -552,825 -13%
GL
42
Gemsstock Ltd
United Kingdom
$23.7M +$6.78M +1,076,240 +40%
American Century Companies
43
American Century Companies
Missouri
$22.3M +$1.12M +177,632 +5%
TRSOTSOK
44
Teachers Retirement System of the State of Kentucky
Kentucky
$20.2M +$3.5M +554,950 +21%
BCP
45
Breakout Capital Partners
New York
$20M – – –
Legal & General Group
46
Legal & General Group
United Kingdom
$18.9M – – –
Millennium Management
47
Millennium Management
New York
$18.9M +$18.6M +2,947,149 +5,889%
GC
48
GMT Capital
Georgia
$18.3M -$14.4M -2,283,820 -44%
SEI Investments
49
SEI Investments
Pennsylvania
$18.1M -$413K -65,522 -2%
Marshall Wace
50
Marshall Wace
United Kingdom
$17.7M -$8.59M -1,362,876 -33%
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