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Itaú Unibanco
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Overview Fund Activity

264 hedge funds and large institutions have $4.09B invested in Itaú Unibanco in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 87 increasing their positions, 105 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-7
Holders Change %
-2.58%
% of All Funds
4.57%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
29
Increased
87
Reduced
105
Closed
32
Calls
$43.3M
Puts
$92.5M
Net Calls
-$49.2M
Net Calls Change
-$10.2M

Top Buyers

1
PG
1
Pendal Group
Australia
$234M
2
Victory Capital Management
2
Victory Capital Management
Texas
$33.2M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$20.8M
4
HL
4
Harding Loevner
New Jersey
$137M
5
GQG Partners
5
GQG Partners
Florida
$73.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$40.2M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$529M
3
Morgan Stanley
3
Morgan Stanley
New York
$26.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$93.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$330M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
201
Peapack-Gladstone Financial Corp
New Jersey
$77K -$1.06K -227 -1%
BCI
202
Brinker Capital Investments
Pennsylvania
$74K -$2.19K -467 -3%
SF
203
Summit Financial
New Jersey
$74K +$74K +15,736 New
DCM
204
DGS Capital Management
New Jersey
$73.4K +$73.4K +15,607 New
LJAC
205
L.J. Altfest & Co
New York
$72K – – –
RG
206
Rathbones Group
United Kingdom
$72K – – –
WA
207
Wambolt & Associates
Colorado
$71K – – –
Massachusetts Financial Services
208
Massachusetts Financial Services
Massachusetts
$70K -$4.57M -972,871 -98%
SFA
209
Sequoia Financial Advisors
Ohio
$70K -$16.4K -3,515 -19%
RCAG
210
Rehmann Capital Advisory Group
Michigan
$69.8K -$6.16K -1,310 -8%
Mercer Global Advisors
211
Mercer Global Advisors
Colorado
$68K -$174 -37 -0.3%
TF
212
TIAA FSB
Florida
$67K -$354 -75 -0.5%
JGGDR
213
JGP Global Gestao de Recursos
Brazil
$65K +$65K +13,750 New
MIP
214
Mondrian Investment Partners
United Kingdom
$64.5K -$13.9K -2,948,800 -18%
CWM
215
Calamos Wealth Management
Illinois
$64K -$31K -6,612 -33%
HighTower Advisors
216
HighTower Advisors
Illinois
$64K -$1.09K -230 -2%
Creative Planning
217
Creative Planning
Kansas
$64K +$572 +121 +0.9%
CLOS
218
Compagnie Lombard Odier SCmA
Switzerland
$63K – – –
HC
219
Hamilton Capital
Ohio
$63K +$63K +13,400 New
Credit Agricole
220
Credit Agricole
France
$62K – – –
QC
221
QCM Cayman
Texas
$61K -$50.6K -10,722 -45%
DBT
222
Dubuque Bank & Trust
Iowa
$61K -$16.9K -3,623 -22%
FAFN
223
First Affirmative Financial Network
Colorado
$59K -$713 -152 -1%
Arrowstreet Capital
224
Arrowstreet Capital
Massachusetts
$56K +$56K +11,880 New
BTI
225
Blue Trust Inc
Georgia
$49K +$48.7K +12,406 +18,244%
7 8
9
10 11