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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 %
BTI
151
Blue Trust Inc
Georgia
$316K +$234K +54,563 +284%
RRAM
152
River Road Asset Management
Kentucky
$310K +$145K +32,691 +87%
SMDAM
153
Sumitomo Mitsui DS Asset Management
Japan
$302K – – –
Mariner
154
Mariner
Kansas
$290K +$8.82K +1,987 +3%
FIM
155
Freedom Investment Management
Connecticut
$285K -$37K -8,354 -11%
WT
156
Whittier Trust
California
$276K +$273K +61,732 +10,717%
CFO
157
Callan Family Office
Pennsylvania
$272K – – –
ONB
158
Old National Bancorp
Indiana
$271K +$6.81K +1,539 +3%
Cerity Partners
159
Cerity Partners
New York
$269K +$23.6K +5,325 +10%
LJAC
160
L.J. Altfest & Co
New York
$266K +$201K +45,305 +306%
WA
161
Wealth Alliance
New York
$264K +$9.75K +2,202 +4%
BS
162
Banco Santander
Spain
$258K +$75.5K +17,043 +41%
ACA
163
Atlas Capital Advisors
Wyoming
$237K -$223K -50,466 -49%
FCI
164
Financial Counselors Inc
Kansas
$228K -$4.88K -1,100 -2%
AWM
165
Alterna Wealth Management
Texas
$216K +$10.2K +2,304 +5%
AAM
166
Advisors Asset Management
Colorado
$198K +$6.9K +1,559 +4%
HSA
167
HBK Sorce Advisory
Pennsylvania
$194K -$197K -44,478 -50%
SAM
168
Sompo Asset Management
Japan
$189K -$61K -13,783 -24%
SFA
169
Sequoia Financial Advisors
Ohio
$184K +$92.2K +20,818 +100%
GAM
170
Gould Asset Management
California
$176K – – –
CCA
171
Checchi Capital Advisers
California
$171K +$611 +138 +0.4%
VPIM
172
Vanguard Personalized Indexing Management
California
$136K +$12.2K +2,740 +10%
EP
173
Edgestream Partners
New Jersey
$133K +$133K +29,998 New
Corient Private Wealth
174
Corient Private Wealth
Florida
$131K +$55.5K +12,540 +74%
BWP
175
Baldwin Wealth Partners
Massachusetts
$127K -$11.6K -2,610 -8%
5 6
7
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