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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 %
SC
151
Solstein Capital
California
$750K +$76.9K +12,210 +11%
FIM
152
Freedom Investment Management
Connecticut
$717K -$289K -45,901 -29%
DT
153
Diversified Trust
Tennessee
$699K -$1.1K -174 -0.2%
QCM
154
QRG Capital Management
Illinois
$675K +$455K +72,257 +207%
Bank of New York Mellon
155
Bank of New York Mellon
New York
$660K -$5.49K -871 -0.8%
FTDI
156
First Trust Direct Indexing
Massachusetts
$653K -$24.3K -3,852 -4%
Group One Trading
157
Group One Trading
Illinois
$647K +$647K +102,722 New
Mariner
158
Mariner
Kansas
$642K +$63.4K +10,067 +11%
LWAM
159
Legacy Wealth Asset Management
Minnesota
$621K -$20.1K -3,183 -3%
GC
160
Guggenheim Capital
Illinois
$587K +$258K +41,017 +79%
JF
161
Jump Financial
Illinois
$587K +$502K +79,697 +591%
YCM
162
Yousif Capital Management
Michigan
$548K +$5.75K +913 +1%
FRM
163
Fox Run Management
Connecticut
$539K +$539K +85,520 New
SMDAM
164
Sumitomo Mitsui DS Asset Management
Japan
$534K – – –
VA
165
Vident Advisory
Georgia
$524K -$42.9K -6,815 -8%
LCAM
166
London & Capital Asset Management
United Kingdom
$520K – – –
Cerity Partners
167
Cerity Partners
New York
$520K +$114K +18,125 +28%
SEC
168
Seven Eight Capital
New York
$510K +$510K +81,029 New
LJAC
169
L.J. Altfest & Co
New York
$506K +$23.5K +3,731 +5%
TI
170
Trexquant Investment
Connecticut
$497K +$497K +78,926 New
PCM
171
Prelude Capital Management
New York
$492K +$161K +25,631 +49%
DAM
172
Deltec Asset Management
New York
$489K – – –
BIM
173
Baldwin Investment Management
Pennsylvania
$483K – – –
VPIM
174
Vanguard Personalized Indexing Management
California
$461K +$150K +23,812 +48%
GAM
175
Groupama Asset Management
France
$457K -$1.02M -161,931 -69%
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