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Itaú Unibanco
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Overview Fund Activity

266 hedge funds and large institutions have $3.9B invested in Itaú Unibanco in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 38 increasing their positions, 190 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-36
Holders Change %
-11.92%
% of All Funds
4.11%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.14%
New
38
Increased
38
Reduced
190
Closed
72
Calls
$91.3M
Puts
$183M
Net Calls
-$92.1M
Net Calls Change
+$17.9M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$461M
2
Morgan Stanley
Morgan Stanley
New York
$192M
3
OAG
Orbis Allan Gray
Bermuda
$171M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$614M
5
IUHSA
Itau Unibanco Holding S.A.
Brazil
$77.2M

Top Sellers

1
HL
Harding Loevner
New Jersey
$140M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1K
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$71.8M
4
CI
Cambiar Investors
Colorado
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$62.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vontobel Holding
151
Vontobel Holding
Switzerland
$264K +$152K +44,524 +135%
BGIM
152
Brandywine Global Investment Management
Pennsylvania
$247K -$400K -117,381 -62%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$230K -$208K -61,041 -47%
PCM
154
Prelude Capital Management
New York
$230K -$101K -29,597 -30%
YWP
155
YorkBridge Wealth Partners
New York
$228K -$97K -28,422 -30%
FIM
156
Freedom Investment Management
Connecticut
$226K -$57.5K -16,841 -20%
TI
157
Tidal Investments
Wisconsin
$223K +$123K +36,024 +122%
TSS
158
Two Sigma Securities
New York
$216K +$216K +63,312 New
DnB Asset Management
159
DnB Asset Management
Norway
$202K -$62.2K -18,238 -24%
P
160
Pitcairn
Pennsylvania
$194K -$133K -38,799 -41%
MGWM
161
Marks Group Wealth Management
Minnesota
$192K -$123K -37,411 -39%
AAM
162
Advisors Asset Management
Colorado
$166K +$36K +10,561 +28%
EI
163
Ethic Inc
New York
$157K +$52.5K +15,387 +50%
SAM
164
Sompo Asset Management
Japan
$153K +$3.95K +1,165 +3%
ONB
165
Old National Bancorp
Indiana
$148K -$48.6K -14,243 -25%
ACA
166
Atlas Capital Advisors
Wyoming
$147K +$40.3K +11,831 +38%
RJA
167
Raymond James & Associates
Florida
$145K -$72.9K -21,398 -33%
BF
168
BOK Financial
Oklahoma
$143K -$30.4K -8,881 -18%
FCI
169
Financial Counselors Inc
Kansas
$143K -$28.9K -8,463 -17%
CMTU
170
Capital Markets Trading (UK)
United Kingdom
$141K -$19.3K -5,638 -12%
QI
171
Qtron Investments
Massachusetts
$140K +$140K +40,983 New
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$139K -$52.7K -15,450 -27%
TPCW
173
TD Private Client Wealth
New York
$133K -$129K -37,826 -49%
HH
174
Hilltop Holdings
Texas
$133K -$28.3K -8,341 -18%
BWP
175
Baldwin Wealth Partners
Massachusetts
$130K -$15.8K -4,619 -11%
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