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Itaú Unibanco
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Overview Fund Activity

310 hedge funds and large institutions have $5.88B invested in Itaú Unibanco in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 114 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+30
Holders Change %
+10.71%
% of All Funds
4.54%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
54
Increased
114
Reduced
87
Closed
21
Calls
$52.4M
Puts
$57.4M
Net Calls
-$5M
Net Calls Change
-$2.85M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$364M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$423M
3
CG
Carmignac Gestion
France
$92.6M
4
Morgan Stanley
Morgan Stanley
New York
$120M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$65.3M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$1.74M
2
Bank of America
Bank of America
North Carolina
$33.2M
3
Goldman Sachs
Goldman Sachs
New York
$370M
4
AI
Ariel Investments
Illinois
$0
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$614M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$1.42M -$1.4M -222,019 -50%
UBS AM
127
UBS AM
Illinois
$1.33M -$40.3K -6,380 -3%
TIM
128
Thornburg Investment Management
New Mexico
$1.32M +$1.32M +210,691 New
Axa
129
Axa
France
$1.3M – – –
CGA
130
Channing Global Advisors
Florida
$1.26M +$240K +37,955 +24%
EPAM
131
Euro Pacific Asset Management
Puerto Rico
$1.22M +$5.35K +843 +0.4%
Fidelity Investments
132
Fidelity Investments
Massachusetts
$1.22M +$1.09M +172,155 +852%
Pathstone Holdings
133
Pathstone Holdings
New Jersey
$1.16M +$1.16M +182,703 New
Grantham, Mayo, Van Otterloo & Co (GMO)
134
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.16M +$323K +51,130 +39%
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$1.05M +$34.5K +5,454 +3%
FIM
136
Freedom Investment Management
Connecticut
$1.01M +$794K +125,617 +368%
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$975K +$43.4K +6,870 +5%
Mitsubishi UFJ Trust & Banking
138
Mitsubishi UFJ Trust & Banking
Japan
$964K +$5.47K +866 +0.6%
QI
139
Qtron Investments
Massachusetts
$928K – – –
Dimensional Fund Advisors
140
Dimensional Fund Advisors
Texas
$925K -$15.5K -2,447 -2%
AC
141
AXQ Capital
New Jersey
$917K +$388K +61,380 +73%
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$898K +$146K +23,174 +19%
EI
143
Ethic Inc
New York
$835K -$31.8K -5,038 -4%
Citadel Advisors
144
Citadel Advisors
Florida
$813K +$813K +128,603 New
OMC
145
Old Mission Capital
Illinois
$769K +$769K +121,765 New
PHS
146
Pekin Hardy Strauss
Illinois
$767K -$38.1K -6,045 -5%
Sumitomo Mitsui Trust Group
147
Sumitomo Mitsui Trust Group
Japan
$704K +$142K +22,440 +25%
DT
148
Diversified Trust
Tennessee
$702K -$2.68K -424 -0.4%
FTDI
149
First Trust Direct Indexing
Massachusetts
$679K +$52.8K +8,351 +8%
CCIA
150
Campbell & Co Investment Adviser
Maryland
$676K -$629K -99,580 -48%
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