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Itaú Unibanco
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Overview Fund Activity

271 hedge funds and large institutions have $3.77B invested in Itaú Unibanco in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 92 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-4
Holders Change %
-1.45%
% of All Funds
4.58%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.17%
New
38
Increased
92
Reduced
91
Closed
38
Calls
$19.5M
Puts
$58.5M
Net Calls
-$39M
Net Calls Change
-$10.4M

Top Buyers

1
IUHSA
1
Itau Unibanco Holding S.A.
Brazil
$91.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$103M
3
Bank of America
3
Bank of America
North Carolina
$156M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$126M
5
OCM
5
Oaktree Capital Management
California
$114M

Top Sellers

1
OAG
1
Orbis Allan Gray
Bermuda
$128M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$560M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
176
William Blair & Company
Illinois
$150K +$319 +82 +0.2%
GAM
177
Gould Asset Management
California
$150K +$15.4K +3,977 +11%
Bank of New York Mellon
178
Bank of New York Mellon
New York
$142K -$6.91K -1,786 -5%
BWP
179
Baldwin Wealth Partners
Massachusetts
$130K -$3.94K -1,015 -3%
HH
180
Hilltop Holdings
Texas
$129K -$19.8K -5,112 -13%
CA
181
Claro Advisors
Massachusetts
$119K +$119K +30,490 New
EI
182
Ethic Inc
New York
$112K -$152K -39,219 -58%
PM
183
Parametrica Management
Hong Kong
$112K +$112K +28,565 New
AAM
184
Ameraudi Asset Management
New York
$108K – – –
JIC
185
Johnson Investment Counsel
Ohio
$106K +$56.6K +14,575 +115%
HSA
186
HBK Sorce Advisory
Pennsylvania
$105K -$95K -24,442 -48%
PIM
187
Perpetual Investment Management
Australia
$94K – – –
VPIM
188
Vanguard Personalized Indexing Management
California
$94K +$7.64K +1,971 +9%
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$92K -$410K -106,103 -82%
QC
190
QCM Cayman
Texas
$92K -$162K -41,645 -64%
Aviva
191
Aviva
United Kingdom
$88K – – –
KWA
192
KCS Wealth Advisory
California
$87K – – –
LSAG
193
Lake Street Advisors Group
New Hampshire
$87K +$7.59K +1,962 +10%
PWPS
194
Pinnacle Wealth Planning Services
Ohio
$86K +$12.5K +3,236 +17%
VC
195
Veracity Capital
Georgia
$83K +$83K +21,348 New
CWM
196
Calamos Wealth Management
Illinois
$79K +$10K +2,574 +15%
SFA
197
Sequoia Financial Advisors
Ohio
$72K -$941 -242 -1%
FB
198
Fulton Bank
Pennsylvania
$69K -$8.08K -2,087 -10%
Cetera Investment Advisers
199
Cetera Investment Advisers
Illinois
$69K +$69K +17,684 New
BMCM
200
Burns Matteson Capital Management
New York
$66.9K +$66.9K +17,194 New
6 7
8
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