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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.

New
Increased
Maintained
Reduced
Closed
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 %
TAM
76
Trillium Asset Management
Massachusetts
$6.04M -$72.9K -11,534 -1%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$5.57M +$3.03M +479,413 +119%
NEI
78
Northwest & Ethical Investments
Ontario, Canada
$5.56M – – –
MWM
79
Moran Wealth Management
Florida
$5.39M +$5.39M +854,241 New
CANY
80
Caxton Associates (New York)
New York
$5.22M -$7.09M -1,122,596 -58%
Connor, Clark & Lunn Investment Management (CC&L)
81
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.93M -$2.21M -349,154 -31%
SO
82
STRS Ohio
Ohio
$4.87M – – –
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$4.35M +$187K +29,674 +5%
BNP Paribas Asset Management
84
BNP Paribas Asset Management
France
$4.3M -$1.65M -260,505 -28%
ERSOT
85
Employees Retirement System of Texas
Texas
$4.14M +$424K +67,032 +11%
QT
86
Quantbot Technologies
New York
$3.88M +$2.46M +388,861 +172%
Nordea Investment Management
87
Nordea Investment Management
Sweden
$3.75M +$280K +44,365 +8%
CGH
88
Crossmark Global Holdings
Texas
$3.73M -$5.63K -891 -0.2%
Daiwa Securities Group
89
Daiwa Securities Group
Japan
$3.5M -$347K -55,000 -9%
MAM
90
Madison Asset Management
Wisconsin
$3.47M +$381K +60,236 +12%
Wells Fargo
91
Wells Fargo
California
$3.4M -$33.8K -5,352 -1%
LIP
92
Liontrust Investment Partners
United Kingdom
$3.38M -$123K -19,430 -4%
QIM
93
Quantitative Investment Management
Virginia
$3.37M +$3.37M +532,887 New
Balyasny Asset Management
94
Balyasny Asset Management
Illinois
$3.31M +$3.31M +523,199 New
ACM
95
Aquatic Capital Management
Illinois
$3.23M +$3.23M +510,840 New
Barclays
96
Barclays
United Kingdom
$3.09M -$178K -28,182 -5%
CS
97
Credit Suisse
Switzerland
$3.08M +$671K +106,196 +28%
BCV
98
Banque Cantonale Vaudoise
Switzerland
$3.05M – – –
DekaBank Deutsche Girozentrale
99
DekaBank Deutsche Girozentrale
Germany
$3.04M – – –
ClearBridge Investments
100
ClearBridge Investments
New York
$2.96M -$6.06K -959 -0.2%
2 3
4
5 6