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Itaú Unibanco
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Overview Fund Activity

266 hedge funds and large institutions have $3.9B invested in Itaú Unibanco in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 38 increasing their positions, 190 reducing their positions, and 72 closing their positions.

Holders
266
Holders Change
-36
Holders Change %
-11.92%
% of All Funds
4.11%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.14%
New
38
Increased
38
Reduced
190
Closed
72
Calls
$91.3M
Puts
$183M
Net Calls
-$92.1M
Net Calls Change
+$17.9M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$461M
2
Morgan Stanley
2
Morgan Stanley
New York
$192M
3
OAG
3
Orbis Allan Gray
Bermuda
$171M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$614M
5
IUHSA
5
Itau Unibanco Holding S.A.
Brazil
$77.2M

Top Sellers

1
HL
1
Harding Loevner
New Jersey
$140M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1K
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$71.8M
4
CI
4
Cambiar Investors
Colorado
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$62.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIP
101
Liontrust Investment Partners
United Kingdom
$1.28M -$229K -67,058 -15%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$1.19M -$418K -122,489 -26%
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$1.14M -$209K -61,338 -15%
EGA
104
Eagle Global Advisors
Texas
$1.1M -$97.6K -28,621 -8%
JPMPWA
105
J.P. Morgan Private Wealth Advisors
California
$1.07M -$510K -149,503 -32%
LIM
106
Longfellow Investment Management
Massachusetts
$1.04M -$221K -64,801 -18%
BAM
107
Blueshift Asset Management
New Jersey
$1.03M -$2.01M -590,229 -66%
Neuberger Berman Group
108
Neuberger Berman Group
New York
$1.01M -$500K -146,931 -33%
DC
109
Davenport & Co
Virginia
$970K -$1.09M -318,344 -53%
EP
110
Edgestream Partners
New Jersey
$939K +$939K +275,342 New
KeyBank National Association
111
KeyBank National Association
Ohio
$934K -$252K -73,821 -21%
MTIM
112
Marathon Trading Investment Management
Pennsylvania
$903K -$468K -137,145 -34%
PA
113
Profund Advisors
Maryland
$873K -$139K -40,834 -14%
KCGDR
114
Kiron Capital Gestao de Recursos
Brazil
$864K +$864K +253,329 New
Pzena Investment Management
115
Pzena Investment Management
New York
$842K -$179K -52,584 -18%
First Eagle Investment Management
116
First Eagle Investment Management
New York
$821K +$562K +164,951 +217%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$814K -$875K -256,644 -52%
UBS AM
118
UBS AM
Illinois
$805K -$171K -50,269 -18%
Natixis Advisors
119
Natixis Advisors
Massachusetts
$766K -$2.39M -699,436 -76%
Mariner
120
Mariner
Kansas
$727K -$347K -101,654 -32%
SG Americas Securities
121
SG Americas Securities
New York
$720K -$776K -227,615 -52%
BAAM
122
Baker Avenue Asset Management
California
$694K -$329K -96,488 -32%
LWAM
123
Legacy Wealth Asset Management
Minnesota
$693K -$35.9K -10,520 -5%
First Trust Advisors
124
First Trust Advisors
Illinois
$667K -$312K -91,477 -32%
DekaBank Deutsche Girozentrale
125
DekaBank Deutsche Girozentrale
Germany
$657K -$97.6K -29,227 -13%
3 4
5
6 7