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Itaú Unibanco
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Overview Fund Activity

299 hedge funds and large institutions have $5.07B invested in Itaú Unibanco in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 112 increasing their positions, 78 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+5
Holders Change %
+1.7%
% of All Funds
5.27%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
61
Increased
112
Reduced
78
Closed
51
Calls
$77.9M
Puts
$156M
Net Calls
-$77.8M
Net Calls Change
-$14M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$251M
2
CI
2
Cambiar Investors
Colorado
$79.5M
3
Swedbank
3
Swedbank
Sweden
$79.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$804M
5
BlackRock
5
BlackRock
New York
$178M

Top Sellers

1
HL
1
Harding Loevner
New Jersey
$678M
2
CG
2
Carmignac Gestion
France
$0
3
AI
3
Axiom Investors
Connecticut
$13.8M
4
IUHSA
4
Itau Unibanco Holding S.A.
Brazil
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
201
Nuveen Asset Management
Illinois
$209K +$209K +56,199 New
BF
202
BOK Financial
Oklahoma
$195K +$8.16K +2,194 +4%
PGFC
203
Peapack-Gladstone Financial Corp
New Jersey
$190K +$79.3K +21,241 +72%
HSA
204
HBK Sorce Advisory
Pennsylvania
$190K +$190K +51,105 New
LNWWM
205
Laird Norton Wetherby Wealth Management
California
$186K -$32.5K -8,737 -15%
MFW
206
Meristem Family Wealth
Minnesota
$163K -$60.4K -16,257 -27%
CG
207
Caprock Group
Idaho
$157K +$25K +6,665 +19%
BWP
208
Baldwin Wealth Partners
Massachusetts
$156K +$6.6K +1,778 +4%
Credit Agricole
209
Credit Agricole
France
$150K +$74.2K +20,014 +98%
CAMG
210
CWA Asset Management Group
Florida
$149K +$149K +40,029 New
VAS
211
Vestmark Advisory Solutions
Massachusetts
$147K +$147K +39,578 New
AC
212
Avestar Capital
New York
$145K +$10.8K +2,772 +8%
VPIM
213
Vanguard Personalized Indexing Management
California
$140K -$8.17K -2,199 -6%
WI
214
WrapManager Inc
California
$131K +$131K +35,211 New
KWA
215
KCS Wealth Advisory
California
$129K -$35.9K -9,640 -22%
SCA
216
Snowden Capital Advisors
New York
$119K +$119K +32,126 New
FHC
217
First Horizon Corporation
Tennessee
$119K +$2.25K +606 +2%
AAM
218
Advisors Asset Management
Colorado
$119K +$5.46K +1,474 +5%
GAM
219
Gould Asset Management
California
$117K -$6.51K -1,754 -5%
FCI
220
Financial Counselors Inc
Kansas
$111K -$786 -212 -0.7%
DAM
221
Deltec Asset Management
New York
$111K – – –
QCG
222
Quadrant Capital Group
Ohio
$111K +$7.83K +2,113 +8%
DZ Bank
223
DZ Bank
Germany
$110K -$3M -807,252 -96%
TI
224
Tidal Investments
Wisconsin
$110K – – –
SFA
225
Sequoia Financial Advisors
Ohio
$105K +$1.25K +335 +1%
7 8
9
10 11