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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 %
WA
176
Wealth Alliance
New York
$454K +$24.1K +3,821 +6%
CWM
177
Congress Wealth Management
Massachusetts
$421K -$84.2K -13,359 -17%
AC
178
AXQ Capital
New Jersey
$408K -$507K -80,410 -55%
Squarepoint
179
Squarepoint
New York
$394K +$394K +62,492 New
Mackenzie Financial
180
Mackenzie Financial
Ontario, Canada
$393K +$106K +16,830 +37%
AAM
181
Advisors Asset Management
Colorado
$389K -$5.02K -797 -1%
AFG
182
Atomi Financial Group
New York
$388K +$388K +61,541 New
Sumitomo Mitsui Trust Group
183
Sumitomo Mitsui Trust Group
Japan
$383K -$319K -50,698 -45%
JIC
184
Johnson Investment Counsel
Ohio
$380K +$9.67K +1,535 +3%
Qube Research & Technologies (QRT)
185
Qube Research & Technologies (QRT)
United Kingdom
$373K – – –
FCI
186
Financial Counselors Inc
Kansas
$362K – – –
ACM
187
Aquatic Capital Management
Illinois
$344K -$2.87M -456,170 -89%
Osaic Holdings
188
Osaic Holdings
Arizona
$328K -$85.9K -13,629 -21%
HSA
189
HBK Sorce Advisory
Pennsylvania
$321K -$2.55K -405 -0.8%
Truist Financial
190
Truist Financial
North Carolina
$308K +$6.44K +1,022 +2%
CG
191
Caprock Group
Idaho
$307K +$122K +19,392 +66%
SFA
192
Sequoia Financial Advisors
Ohio
$290K +$9.94K +1,578 +4%
SWM
193
Spire Wealth Management
Virginia
$287K +$285K +45,189 +11,185%
TSS
194
Two Sigma Securities
New York
$261K +$261K +41,436 New
Envestnet Portfolio Solutions
195
Envestnet Portfolio Solutions
Illinois
$261K +$2.52K +400 +1%
ACA
196
Atlas Capital Advisors
Wyoming
$259K -$65K -10,325 -20%
Mercer Global Advisors
197
Mercer Global Advisors
Colorado
$255K +$255K +40,107 New
SAM
198
Sompo Asset Management
Japan
$250K +$15.3K +2,431 +7%
VAS
199
Vestmark Advisory Solutions
Massachusetts
$247K +$3.74K +593 +2%
BS
200
Banco Santander
Spain
$237K -$3.25K -516 -1%
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