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Itaú Unibanco
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Overview Fund Activity

271 hedge funds and large institutions have $3.77B invested in Itaú Unibanco in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 92 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-4
Holders Change %
-1.45%
% of All Funds
4.58%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.17%
New
38
Increased
92
Reduced
91
Closed
38
Calls
$19.5M
Puts
$58.5M
Net Calls
-$39M
Net Calls Change
-$10.4M

Top Buyers

1
IUHSA
1
Itau Unibanco Holding S.A.
Brazil
$91.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$103M
3
Bank of America
3
Bank of America
North Carolina
$156M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$126M
5
OCM
5
Oaktree Capital Management
California
$114M

Top Sellers

1
OAG
1
Orbis Allan Gray
Bermuda
$128M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$560M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
201
Laird Norton Wetherby Wealth Management
California
$66K -$11.1K -2,841 -14%
PGFC
202
Peapack-Gladstone Financial Corp
New Jersey
$65K – – –
DBT
203
Dubuque Bank & Trust
Iowa
$65K +$2.82K +725 +5%
Boston Partners
204
Boston Partners
Massachusetts
$64K +$20.3K +141,821 +46%
BCI
205
Brinker Capital Investments
Pennsylvania
$63K -$5.57K -1,436 -8%
FA
206
FDx Advisors
Illinois
$63K -$3.39K -868 -5%
RCAG
207
Rehmann Capital Advisory Group
Michigan
$62.9K +$62.9K +16,162 New
SIA
208
Schechter Investment Advisors
Michigan
$62K +$4.87K +1,248 +9%
NA
209
NewEdge Advisors
Louisiana
$61K +$61K +15,696 New
RG
210
Rathbones Group
United Kingdom
$60K – – –
LJAC
211
L.J. Altfest & Co
New York
$59K -$398 -103 -0.7%
WA
212
Wambolt & Associates
Colorado
$59K – – –
Mercer Global Advisors
213
Mercer Global Advisors
Colorado
$57K +$57K +14,528 New
TF
214
TIAA FSB
Florida
$56K +$56K +14,269 New
HighTower Advisors
215
HighTower Advisors
Illinois
$54K -$42.6K -10,819 -44%
BBP
216
Banco BTG Pactual
Brazil
$52K -$592K -153,299 -92%
CLOS
217
Compagnie Lombard Odier SCmA
Switzerland
$52K – – –
Creative Planning
218
Creative Planning
Kansas
$52K +$81 +21 +0.2%
Credit Agricole
219
Credit Agricole
France
$51K – – –
FAFN
220
First Affirmative Financial Network
Colorado
$50K +$2.33K +593 +5%
MOS
221
MGO One Seven
Ohio
$50K +$50K +12,746 New
UMC
222
United Maritime Capital
New York
$49K -$112K -28,794 -69%
Toronto Dominion Bank
223
Toronto Dominion Bank
Ontario, Canada
$47K +$14K +3,617 +43%
MIFH
224
Migdal Insurance & Financial Holdings
Israel
$46K – – –
GIA
225
Gateway Investment Advisers
Ohio
$46K – – –
7 8
9
10 11