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Itaú Unibanco
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Overview Fund Activity

264 hedge funds and large institutions have $4.09B invested in Itaú Unibanco in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 87 increasing their positions, 105 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-7
Holders Change %
-2.58%
% of All Funds
4.57%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
29
Increased
87
Reduced
105
Closed
32
Calls
$43.3M
Puts
$92.5M
Net Calls
-$49.2M
Net Calls Change
-$10.2M

Top Buyers

1
PG
1
Pendal Group
Australia
$234M
2
Victory Capital Management
2
Victory Capital Management
Texas
$33.2M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$20.8M
4
HL
4
Harding Loevner
New Jersey
$137M
5
GQG Partners
5
GQG Partners
Florida
$73.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$40.2M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$529M
3
Morgan Stanley
3
Morgan Stanley
New York
$26.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$93.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$330M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
176
Vanguard Personalized Indexing Management
California
$136K +$21.6K +4,579 +19%
CA
177
Commerzbank Aktiengesellschaft
Germany
$134K +$134K +28,324 New
AAM
178
Ameraudi Asset Management
New York
$130K – – –
JIC
179
Johnson Investment Counsel
Ohio
$128K – – –
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$127K +$15.2K +3,234 +14%
Boston Partners
181
Boston Partners
Massachusetts
$126K +$545 +1,948 +0.4%
Wells Fargo
182
Wells Fargo
California
$124K -$155K -32,913 -56%
EI
183
Ethic Inc
New York
$121K -$14.6K -3,115 -11%
CA
184
Claro Advisors
Massachusetts
$119K – – –
Aviva
185
Aviva
United Kingdom
$107K – – –
PWPS
186
Pinnacle Wealth Planning Services
Ohio
$107K +$2.38K +504 +2%
LSAG
187
Lake Street Advisors Group
New Hampshire
$106K – – –
KWA
188
KCS Wealth Advisory
California
$103K -$2.58K -547 -2%
PIM
189
Perpetual Investment Management
Australia
$90K -$24.1K -5,104 -21%
WG
190
Winton Group
United Kingdom
$87K -$210K -44,615 -71%
VC
191
Veracity Capital
Georgia
$86K -$14.1K -3,012 -14%
FA
192
FDx Advisors
Illinois
$85K +$8.86K +1,876 +12%
FB
193
Fulton Bank
Pennsylvania
$84K – – –
Cetera Investment Advisers
194
Cetera Investment Advisers
Illinois
$83K +$117 +25 +0.1%
BMCM
195
Burns Matteson Capital Management
New York
$80.8K – – –
Fidelity Investments
196
Fidelity Investments
Massachusetts
$80K +$24.6K +5,265 +44%
HH
197
Hilltop Holdings
Texas
$79K -$77.5K -16,517 -50%
SIA
198
Schechter Investment Advisors
Michigan
$78K +$3.66K +782 +5%
NA
199
NewEdge Advisors
Louisiana
$78K +$4.05K +859 +5%
LNWWM
200
Laird Norton Wetherby Wealth Management
California
$77K -$2.42K -512 -3%
6 7
8
9 10