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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 %
VF
176
Virtu Financial
New York
$365K +$365K +57,730 New
FCI
177
Financial Counselors Inc
Kansas
$363K +$51.3K +8,123 +16%
MIP
178
Marietta Investment Partners
Wisconsin
$361K +$52.1K +8,250 +17%
Parallax Volatility Advisers
179
Parallax Volatility Advisers
California
$355K +$355K +56,169 New
CA
180
Commerzbank Aktiengesellschaft
Germany
$354K – – –
XT
181
XTX Topco
Cayman Islands
$341K +$341K +53,969 New
PCM
182
Prelude Capital Management
New York
$332K +$75.6K +11,968 +30%
GC
183
Guggenheim Capital
Illinois
$330K +$58.1K +9,190 +21%
ACA
184
Atlas Capital Advisors
Wyoming
$325K – – –
HSA
185
HBK Sorce Advisory
Pennsylvania
$325K +$54.3K +8,600 +20%
Millennium Management
186
Millennium Management
New York
$316K -$884K -139,971 -74%
VPIM
187
Vanguard Personalized Indexing Management
California
$312K +$57K +9,020 +22%
Truist Financial
188
Truist Financial
North Carolina
$302K +$8.02K +1,269 +3%
Mackenzie Financial
189
Mackenzie Financial
Ontario, Canada
$287K +$86.7K +13,728 +43%
SFA
190
Sequoia Financial Advisors
Ohio
$281K +$11K +1,742 +4%
Wealth Enhancement Advisory Services
191
Wealth Enhancement Advisory Services
Minnesota
$270K +$45.3K +7,173 +20%
Envestnet Portfolio Solutions
192
Envestnet Portfolio Solutions
Illinois
$259K +$3.44K +545 +1%
VAS
193
Vestmark Advisory Solutions
Massachusetts
$244K +$244K +38,623 New
NW
194
NewEdge Wealth
Pennsylvania
$244K +$244K +38,623 New
BS
195
Banco Santander
Spain
$241K -$65.6K -10,388 -21%
CCA
196
Checchi Capital Advisers
California
$240K – – –
SAM
197
Sompo Asset Management
Japan
$235K +$43.2K +6,842 +23%
BAMF
198
BI Asset Management Fondsmaeglerselskab
Denmark
$228K -$925K -146,107 -80%
GAM
199
Gould Asset Management
California
$222K -$29.4K -4,659 -12%
Corient Private Wealth
200
Corient Private Wealth
Florida
$220K +$21.5K +3,396 +11%
6 7
8
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