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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 %
ClearBridge Investments
101
ClearBridge Investments
New York
$2.83M -$115K -18,313 -4%
AIC
102
Anthracite Investment Company
Texas
$2.77M – – –
VM
103
VPR Management
Texas
$2.68M – – –
BGIM
104
Brandywine Global Investment Management
Pennsylvania
$2.62M +$106K +16,830 +4%
CSS
105
Cubist Systematic Strategies
Connecticut
$2.61M +$2.61M +414,971 New
PL
106
Parkwood LLC
Ohio
$2.58M +$2.58M +408,939 New
AQR Capital Management
107
AQR Capital Management
Connecticut
$2.53M +$1.03M +163,500 +68%
Calamos Advisors
108
Calamos Advisors
Illinois
$2.43M -$122K -19,294 -5%
RJA
109
Raymond James & Associates
Florida
$2.3M -$66.2K -10,506 -3%
IPGDR
110
Investidor Profissional Gestao de Recursos
Brazil
$2.29M -$247K -39,231 -10%
LIM
111
Longfellow Investment Management
Massachusetts
$2.26M – – –
QIM
112
Quantitative Investment Management
Virginia
$2.21M -$1.14M -181,328 -34%
QFA
113
Quattro Financial Advisors
Texas
$2.08M +$2.08M +329,992 +4,124,900%
BAAM
114
Baker Avenue Asset Management
California
$2.08M +$44.7K +7,102 +2%
EGA
115
Eagle Global Advisors
Texas
$2.04M – – –
Nuveen Asset Management
116
Nuveen Asset Management
Illinois
$1.65M +$26.8K +4,254 +2%
LPL Financial
117
LPL Financial
California
$1.65M +$16.6K +2,639 +1%
LOAMS
118
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.61M -$388K -61,600 -19%
Pzena Investment Management
119
Pzena Investment Management
New York
$1.6M +$6.52K +1,035 +0.4%
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$1.57M +$149K +23,590 +10%
CCG
121
Cloverfields Capital Group
Minnesota
$1.51M -$3.89K -617 -0.3%
OSAM
122
O'Shaughnessy Asset Management
Connecticut
$1.46M +$418K +66,293 +40%
OMC
123
Old Mission Capital
Illinois
$1.46M +$694K +110,103 +90%
CIBC World Market
124
CIBC World Market
Ontario, Canada
$1.42M +$1.42M +225,895 New
Fidelity Investments
125
Fidelity Investments
Massachusetts
$1.33M +$115K +18,233 +9%
3 4
5
6 7