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Itaú Unibanco
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Overview Fund Activity

321 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, 107 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+11
Holders Change %
+3.55%
% of All Funds
4.65%
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
107
Closed
27
Calls
$18.6M
Puts
$49.1M
Net Calls
-$30.5M
Net Calls Change
-$25.5M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$229M
2
Capital Research Global Investors
Capital Research Global Investors
California
$106M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$497M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$107M
5
DCM
Driehaus Capital Management
Illinois
$27.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$109M
2
Morgan Stanley
Morgan Stanley
New York
$33.4M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$556M
4
IUHSA
Itau Unibanco Holding S.A.
Brazil
$156M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$63.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
126
Fidelity Investments
Massachusetts
$1.33M +$115K +18,233 +9%
UBS AM
127
UBS AM
Illinois
$1.32M -$8.32K -1,320 -0.6%
Axa
128
Axa
France
$1.29M – – –
PA
129
Profund Advisors
Maryland
$1.28M -$223K -35,461 -15%
CCIA
130
Campbell & Co Investment Adviser
Maryland
$1.28M +$603K +95,709 +89%
CGA
131
Channing Global Advisors
Florida
$1.25M – – –
TIM
132
Thornburg Investment Management
New Mexico
$1.23M -$67.2K -10,952 -5%
EI
133
Ethic Inc
New York
$1.21M +$375K +59,563 +45%
EPAM
134
Euro Pacific Asset Management
Puerto Rico
$1.21M -$5.89K -935 -0.5%
Dimensional Fund Advisors
135
Dimensional Fund Advisors
Texas
$1.19M +$263K +41,824 +29%
US Bancorp
136
US Bancorp
Minnesota
$1.17M -$311K -49,436 -21%
Lord, Abbett & Co
137
Lord, Abbett & Co
New Jersey
$1.11M +$1.11M +176,891 New
Pathstone Holdings
138
Pathstone Holdings
New Jersey
$1.08M -$69.6K -11,040 -6%
Point72 Asset Management
139
Point72 Asset Management
Connecticut
$1.05M +$881K +139,810 +527%
EGM
140
Engineers Gate Manager
New York
$1.01M +$1.01M +160,531 New
MAM
141
Mirabaud Asset Management
United Kingdom
$977K -$456K -72,391 -32%
QT
142
Quantbot Technologies
New York
$964K -$2.91M -461,498 -75%
QI
143
Qtron Investments
Massachusetts
$925K – – –
Mitsubishi UFJ Trust & Banking
144
Mitsubishi UFJ Trust & Banking
Japan
$920K -$41.6K -6,600 -4%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$894K -$964 -153 -0.1%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$870K -$102K -16,202 -10%
CC
147
Centiva Capital
New York
$790K +$790K +125,458 New
SP
148
Symmetry Partners
Connecticut
$789K +$248K +39,348 +46%
PHS
149
Pekin Hardy Strauss
Illinois
$765K – – –
WT
150
Whittier Trust
California
$750K +$111K +17,644 +17%
4 5
6
7 8