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Itaú Unibanco
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Overview Fund Activity

279 hedge funds and large institutions have $4.39B invested in Itaú Unibanco in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 91 increasing their positions, 100 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-4
Holders Change %
-1.41%
% of All Funds
4.45%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
29
Increased
91
Reduced
100
Closed
31
Calls
$34.7M
Puts
$36.8M
Net Calls
-$2.14M
Net Calls Change
-$2.62M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$196M
2
Goldman Sachs
2
Goldman Sachs
New York
$347M
3
AP
3
Antipodes Partners
Australia
$111M
4
Bank of America
4
Bank of America
North Carolina
$118M
5
BlackRock
5
BlackRock
New York
$125M

Top Sellers

1
OAG
1
Orbis Allan Gray
Bermuda
$0
2
GQG Partners
2
GQG Partners
Florida
$47M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$12.6M
4
PL
4
Perpetual Ltd
Australia
$229M
5
Jane Street
5
Jane Street
New York
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
201
Hamilton Capital
Ohio
$97.6K -$14.2K -2,906 -13%
PWPS
202
Pinnacle Wealth Planning Services
Ohio
$93.5K – – –
Aviva
203
Aviva
United Kingdom
$87.9K – – –
Squarepoint
204
Squarepoint
New York
$86.4K +$86.4K +17,689 New
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$84K -$4.77K -976 -5%
RCAG
206
Rehmann Capital Advisory Group
Michigan
$83.7K +$5.76K +1,179 +7%
SIA
207
Schechter Investment Advisors
Michigan
$83.3K -$41.4K -8,483 -33%
LFA
208
Legacy Financial Advisors
Kentucky
$83.2K -$2.93K -601 -3%
HH
209
Hilltop Holdings
Texas
$82.2K – – –
HighTower Advisors
210
HighTower Advisors
Illinois
$82K -$12.4K -2,503 -13%
OPS
211
Orion Portfolio Solutions
Nebraska
$81.6K -$1.07M -219,177 -93%
BCI
212
Brinker Capital Investments
Pennsylvania
$81.6K -$1.07M -219,177 -93%
LNWWM
213
Laird Norton Wetherby Wealth Management
California
$81.1K -$1.68K -345 -2%
CAN
214
Cetera Advisor Networks
California
$80.2K +$13.2K +2,698 +20%
PGFC
215
Peapack-Gladstone Financial Corp
New Jersey
$80K – – –
MML Investors Services
216
MML Investors Services
Massachusetts
$79K +$1.68K +342 +2%
WG
217
Winton Group
United Kingdom
$78.8K -$21.6K -4,415 -21%
LSAG
218
Lake Street Advisors Group
New Hampshire
$76K +$76K +15,576 New
Point72 Asset Management
219
Point72 Asset Management
Connecticut
$75.7K +$75.7K +15,510 New
RG
220
Rathbones Group
United Kingdom
$75.2K – – –
GBT
221
Grove Bank & Trust
Florida
$72.8K -$3.74K -767 -5%
CQS
222
Credential Qtrade Securities
$69.8K -$4.27K -874 -6%
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
$68.8K -$1.12K -218 -2%
QC
224
QCM Cayman
Texas
$68.3K -$47.6K -9,744 -41%
PP
225
PDS Planning
Ohio
$67.9K +$10.7K +2,182 +19%
7 8
9
10 11