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Itaú Unibanco
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Overview Fund Activity

264 hedge funds and large institutions have $4.09B invested in Itaú Unibanco in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 87 increasing their positions, 105 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-7
Holders Change %
-2.58%
% of All Funds
4.57%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
29
Increased
87
Reduced
105
Closed
32
Calls
$43.3M
Puts
$92.5M
Net Calls
-$49.2M
Net Calls Change
-$10.2M

Top Buyers

1
PG
1
Pendal Group
Australia
$234M
2
Victory Capital Management
2
Victory Capital Management
Texas
$33.2M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$20.8M
4
HL
4
Harding Loevner
New Jersey
$137M
5
GQG Partners
5
GQG Partners
Florida
$73.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$40.2M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$529M
3
Morgan Stanley
3
Morgan Stanley
New York
$26.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$93.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$330M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
126
Candriam SCA
Luxembourg
$643K – – –
ACA
127
Atlas Capital Advisors
Wyoming
$637K +$37.8K +8,048 +6%
First Trust Advisors
128
First Trust Advisors
Illinois
$553K +$344K +73,291 +165%
BBVA
129
Banco Bilbao Vizcaya Argentaria
Spain
$551K +$40.1K +8,613 +8%
Dimensional Fund Advisors
130
Dimensional Fund Advisors
Texas
$547K +$25.1K +5,338 +5%
DT
131
Diversified Trust
Tennessee
$522K – – –
LWAM
132
Legacy Wealth Asset Management
Minnesota
$509K +$209K +44,474 +70%
JF
133
Jump Financial
Illinois
$501K -$2.79M -594,538 -85%
RJA
134
Raymond James & Associates
Florida
$487K +$259K +55,046 +113%
Osaic Holdings
135
Osaic Holdings
Arizona
$478K -$22.9K -4,861 -5%
Truist Financial
136
Truist Financial
North Carolina
$462K -$141K -30,077 -23%
WA
137
Wealth Alliance
New York
$442K +$45.9K +9,780 +12%
Nomura Asset Management
138
Nomura Asset Management
Japan
$427K – – –
YCM
139
Yousif Capital Management
Michigan
$419K +$33.5K +7,117 +9%
BGIM
140
Brandywine Global Investment Management
Pennsylvania
$418K +$17.9K +3,804 +4%
TC
141
TownSquare Capital
Utah
$417K +$16.3K +3,450 +4%
SEC
142
Seven Eight Capital
New York
$414K +$414K +88,217 New
XT
143
XTX Topco
Cayman Islands
$399K +$399K +84,817 New
LCAM
144
London & Capital Asset Management
United Kingdom
$388K – – –
CSS
145
Cubist Systematic Strategies
Connecticut
$385K +$12.1K +2,582 +3%
Mariner
146
Mariner
Kansas
$379K +$379K +80,647 New
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$355K -$1.02M -217,318 -74%
FIM
148
Freedom Investment Management
Connecticut
$342K -$33.1K -7,057 -9%
HSA
149
HBK Sorce Advisory
Pennsylvania
$337K +$210K +44,658 +165%
CCG
150
Cloverfields Capital Group
Minnesota
$329K +$20.7K +4,407 +7%
4 5
6
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