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Itaú Unibanco
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Overview Fund Activity

267 hedge funds and large institutions have $4.02B invested in Itaú Unibanco in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 98 increasing their positions, 93 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
-19
Holders Change %
-6.64%
% of All Funds
4.27%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
27
Increased
98
Reduced
93
Closed
41
Calls
$31.4M
Puts
$22M
Net Calls
+$9.42M
Net Calls Change
+$47.2M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$451M
2
AI
2
Ariel Investments
Illinois
$49.7M
3
GQG Partners
3
GQG Partners
Florida
$78.4M
4
Dodge & Cox
4
Dodge & Cox
California
$89.2M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$20M

Top Sellers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$180
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
Bank of America
3
Bank of America
North Carolina
$86.4M
4
HL
4
Harding Loevner
New Jersey
$79.3M
5
OCM
5
Oaktree Capital Management
California
$75.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
126
Cloverfields Capital Group
Minnesota
$662K +$352K +79,505 +114%
Dimensional Fund Advisors
127
Dimensional Fund Advisors
Texas
$635K +$67.8K +15,321 +12%
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$624K +$56.4K +12,738 +10%
US Bancorp
129
US Bancorp
Minnesota
$612K -$63.4K -14,331 -9%
SFM
130
Soros Fund Management
New York
$586K +$586K +132,383 New
BBVA
131
Banco Bilbao Vizcaya Argentaria
Spain
$543K -$1.2M -269,361 -69%
OSAM
132
O'Shaughnessy Asset Management
Connecticut
$537K -$74.7K -16,880 -12%
PHS
133
Pekin Hardy Strauss
Illinois
$536K +$536K +121,000 New
LWAM
134
Legacy Wealth Asset Management
Minnesota
$524K +$43.3K +9,777 +9%
HF
135
HRT Financial
New York
$507K -$886K -200,496 -64%
DT
136
Diversified Trust
Tennessee
$491K – – –
SAM
137
Sabadell Asset Management
Spain
$476K – – –
EI
138
Ethic Inc
New York
$423K +$222K +50,256 +111%
Two Sigma Investments
139
Two Sigma Investments
New York
$422K +$422K +95,260 New
FTDI
140
First Trust Direct Indexing
Massachusetts
$416K -$335K -75,677 -45%
YCM
141
Yousif Capital Management
Michigan
$394K – – –
PFO
142
Pathstone Family Office
New Jersey
$394K -$309K -68,956 -44%
SP
143
Symmetry Partners
Connecticut
$380K +$380K +85,885 New
LCAM
144
London & Capital Asset Management
United Kingdom
$365K – – –
Osaic Holdings
145
Osaic Holdings
Arizona
$361K -$66.8K -15,096 -16%
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$356K +$169K +38,159 +90%
GC
147
Guggenheim Capital
Illinois
$340K +$240K +54,238 +240%
BIM
148
Baldwin Investment Management
Pennsylvania
$339K – – –
API
149
Advisor Partners II
California
$329K -$10.8K -2,445 -3%
SC
150
Solstein Capital
California
$328K +$166K +37,510 +102%
4 5
6
7 8