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Itaú Unibanco
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Overview Fund Activity

275 hedge funds and large institutions have $5.49B invested in Itaú Unibanco in 2022 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 85 increasing their positions, 83 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+9
Holders Change %
+3.38%
% of All Funds
4.35%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
69
Increased
85
Reduced
83
Closed
56
Calls
$35.6M
Puts
$64.2M
Net Calls
-$28.7M
Net Calls Change
+$63.5M

Top Buyers

1
OAG
Orbis Allan Gray
Bermuda
$465M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$121M
3
Two Sigma Investments
Two Sigma Investments
New York
$102M
4
Renaissance Technologies
Renaissance Technologies
New York
$119M
5
Ameriprise
Ameriprise
Minnesota
$80.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$30.8M
2
Goldman Sachs
Goldman Sachs
New York
$528M
3
Bank of America
Bank of America
North Carolina
$105M
4
IUHSA
Itau Unibanco Holding S.A.
Brazil
$5.71M
5
WT
Wellcome Trust
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
201
Laird Norton Wetherby Wealth Management
California
$102K -$77.2K -14,904 -43%
PWPS
202
Pinnacle Wealth Planning Services
Ohio
$98K +$98K +18,968 New
SFA
203
Sequoia Financial Advisors
Ohio
$97K +$97K +18,754 New
Wells Fargo
204
Wells Fargo
California
$96K +$22.3K +4,324 +30%
BCI
205
Brinker Capital Investments
Pennsylvania
$92K -$391K -75,107 -81%
CWM
206
Calamos Wealth Management
Illinois
$92K +$92K +17,670 New
FA
207
FDx Advisors
Illinois
$88K -$587K -113,346 -87%
PGFC
208
Peapack-Gladstone Financial Corp
New Jersey
$86K -$8.5K -1,647 -9%
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$85K -$1.74M -332,499 -95%
DBT
210
Dubuque Bank & Trust
Iowa
$83K +$83K +15,969 New
WA
211
Wambolt & Associates
Colorado
$80K -$5.78K -1,090 -7%
LJAC
212
L.J. Altfest & Co
New York
$80K -$3.82K -734 -5%
RG
213
Rathbones Group
United Kingdom
$80K +$80K +15,400 New
AIM
214
Aigen Investment Management
New York
$77K +$77K +14,843 New
SIA
215
Schechter Investment Advisors
Michigan
$76K +$76K +14,643 New
RFC
216
Regions Financial Corp
Alabama
$75K -$494K -94,965 -87%
Macquarie Group
217
Macquarie Group
Australia
$74.1K -$52 -10,046 -0.1%
CG
218
Cutler Group
California
$71K -$57.4K -11,110 -45%
BWP
219
BSW Wealth Partners
Colorado
$71K +$2.33K +449 +3%
CLOS
220
Compagnie Lombard Odier SCmA
Switzerland
$69K – – –
Creative Planning
221
Creative Planning
Kansas
$69K +$4.63K +900 +7%
Credit Agricole
222
Credit Agricole
France
$68K -$114K -22,000 -63%
JIC
223
Johnson Investment Counsel
Ohio
$66K – – –
EVM
224
Eaton Vance Management
Massachusetts
$64K +$16.9K +3,269 +36%
FAFN
225
First Affirmative Financial Network
Colorado
$63K +$63K +12,145 New
7 8
9
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