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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 %
TAM
76
Trillium Asset Management
Massachusetts
$6.05M +$28.4K +4,512 +0.5%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$5.82M +$269K +42,680 +5%
RAM
78
Ramirez Asset Management
New York
$5.4M +$2.91M +461,117 +117%
Deutsche Bank
79
Deutsche Bank
Germany
$5.34M -$1.39M -220,000 -21%
MWM
80
Moran Wealth Management
Florida
$5.27M -$108K -17,214 -2%
SO
81
STRS Ohio
Ohio
$4.85M – – –
VCMGDR
82
Vinland Capital Management Gestora de Recursos
Brazil
$4.71M -$17.7M -2,815,428 -79%
Nordea Investment Management
83
Nordea Investment Management
Sweden
$4.69M +$944K +149,857 +25%
Connor, Clark & Lunn Investment Management (CC&L)
84
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.65M -$263K -41,747 -5%
BNP Paribas Asset Management
85
BNP Paribas Asset Management
France
$4.44M +$146K +23,100 +3%
ERSOT
86
Employees Retirement System of Texas
Texas
$4.13M – – –
NEI
87
Northwest & Ethical Investments
Ontario, Canada
$3.98M -$1.57M -248,640 -28%
RhumbLine Advisers
88
RhumbLine Advisers
Massachusetts
$3.68M -$659K -104,644 -15%
CGH
89
Crossmark Global Holdings
Texas
$3.56M -$161K -25,551 -4%
Jane Street
90
Jane Street
New York
$3.49M +$1.17M +186,853 +50%
Wells Fargo
91
Wells Fargo
California
$3.39M -$5.79K -919 -0.2%
MAM
92
Madison Asset Management
Wisconsin
$3.33M -$132K -20,998 -4%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$3.21M +$445K +70,582 +16%
Grantham, Mayo, Van Otterloo & Co (GMO)
94
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.16M +$2.01M +319,401 +175%
Daiwa Securities Group
95
Daiwa Securities Group
Japan
$3.15M -$340K -53,900 -10%
LIP
96
Liontrust Investment Partners
United Kingdom
$3.09M -$277K -44,000 -8%
BCV
97
Banque Cantonale Vaudoise
Switzerland
$3.05M – – –
Barclays
98
Barclays
United Kingdom
$3.02M -$55K -8,738 -2%
DekaBank Deutsche Girozentrale
99
DekaBank Deutsche Girozentrale
Germany
$3.02M – – –
Invesco
100
Invesco
Georgia
$3.01M +$417K +66,165 +16%
2 3
4
5 6