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Itaú Unibanco
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Overview Fund Activity

280 hedge funds and large institutions have $4.39B invested in Itaú Unibanco in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 91 increasing their positions, 101 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
-4
Holders Change %
-1.41%
% of All Funds
4.46%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
29
Increased
91
Reduced
101
Closed
31
Calls
$34.7M
Puts
$36.8M
Net Calls
-$2.14M
Net Calls Change
-$2.62M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$196M
2
Goldman Sachs
Goldman Sachs
New York
$347M
3
AP
Antipodes Partners
Australia
$111M
4
Bank of America
Bank of America
North Carolina
$118M
5
BlackRock
BlackRock
New York
$125M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
$0
2
GQG Partners
GQG Partners
Florida
$47M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$12.6M
4
PL
Perpetual Ltd
Australia
$229M
5
Jane Street
Jane Street
New York
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$720K -$143K -29,220 -17%
QI
127
Qtron Investments
Massachusetts
$717K -$143K -29,379 -17%
EI
128
Ethic Inc
New York
$670K +$218K +44,626 +48%
Grantham, Mayo, Van Otterloo & Co (GMO)
129
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$644K -$8.84M -1,811,382 -93%
PHS
130
Pekin Hardy Strauss
Illinois
$623K +$29.5K +6,045 +5%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$581K +$388K +79,542 +202%
US Bancorp
132
US Bancorp
Minnesota
$556K -$50.3K -10,308 -8%
DT
133
Diversified Trust
Tennessee
$545K -$3.3K -675 -0.6%
SC
134
Solstein Capital
California
$521K +$159K +32,670 +44%
API
135
Advisor Partners II
California
$515K +$5.61K +1,149 +1%
LWAM
136
Legacy Wealth Asset Management
Minnesota
$497K -$72.3K -14,808 -13%
FTDI
137
First Trust Direct Indexing
Massachusetts
$484K +$1.6K +328 +0.3%
Mariner
138
Mariner
Kansas
$473K +$51.2K +10,495 +12%
Bank of New York Mellon
139
Bank of New York Mellon
New York
$467K -$436K -89,381 -48%
Two Sigma Investments
140
Two Sigma Investments
New York
$465K – – –
Sumitomo Mitsui Trust Group
141
Sumitomo Mitsui Trust Group
Japan
$435K -$213K -43,574 -33%
PFO
142
Pathstone Family Office
New Jersey
$429K – – –
WT
143
Whittier Trust
California
$425K +$93.4K +19,125 +28%
YCM
144
Yousif Capital Management
Michigan
$420K -$14.9K -3,047 -3%
SP
145
Symmetry Partners
Connecticut
$419K – – –
SMDAM
146
Sumitomo Mitsui DS Asset Management
Japan
$413K – – –
AC
147
AXQ Capital
New Jersey
$409K +$121K +24,750 +42%
LCAM
148
London & Capital Asset Management
United Kingdom
$403K – – –
BIM
149
Baldwin Investment Management
Pennsylvania
$374K – – –
Osaic Holdings
150
Osaic Holdings
Arizona
$369K +$5.74K +1,176 +2%
4 5
6
7 8