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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 %
SC
151
Solstein Capital
California
$675K – – –
Bank of New York Mellon
152
Bank of New York Mellon
New York
$667K +$63.3K +10,022 +10%
LWAM
153
Legacy Wealth Asset Management
Minnesota
$643K +$575 +91 +0.1%
WT
154
Whittier Trust
California
$641K +$90.5K +14,322 +16%
DZ Bank
155
DZ Bank
Germany
$620K -$45M -7,121,107 -99%
Man Group
156
Man Group
United Kingdom
$616K +$616K +97,494 New
Two Sigma Investments
157
Two Sigma Investments
New York
$602K – – –
Mariner
158
Mariner
Kansas
$580K -$32.5K -5,139 -5%
VA
159
Vident Advisory
Georgia
$569K +$187K +29,652 +49%
SP
160
Symmetry Partners
Connecticut
$546K – – –
YCM
161
Yousif Capital Management
Michigan
$544K – – –
SMDAM
162
Sumitomo Mitsui DS Asset Management
Japan
$535K – – –
LCAM
163
London & Capital Asset Management
United Kingdom
$521K – – –
CWM
164
Congress Wealth Management
Massachusetts
$507K +$507K +80,197 New
DAM
165
Deltec Asset Management
New York
$490K -$1.01M -160,371 -67%
BIM
166
Baldwin Investment Management
Pennsylvania
$484K – – –
LJAC
167
L.J. Altfest & Co
New York
$484K +$407K +64,391 +526%
CA
168
Cetera Advisors
Colorado
$468K +$468K +74,129 New
GAM
169
Groupama Asset Management
France
$440K +$440K +234,412 New
WA
170
Wealth Alliance
New York
$432K +$60.1K +9,513 +16%
Osaic Holdings
171
Osaic Holdings
Arizona
$415K -$62.5K -9,885 -13%
Cerity Partners
172
Cerity Partners
New York
$407K +$48.1K +7,620 +13%
AAM
173
Advisors Asset Management
Colorado
$395K +$26.3K +4,158 +7%
Qube Research & Technologies (QRT)
174
Qube Research & Technologies (QRT)
United Kingdom
$374K – – –
JIC
175
Johnson Investment Counsel
Ohio
$371K +$199K +31,460 +115%
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7
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