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Itaú Unibanco
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Overview Fund Activity

321 hedge funds and large institutions have $5.61B invested in Itaú Unibanco in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 107 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+11
Holders Change %
+3.55%
% of All Funds
4.65%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.14%
New
39
Increased
117
Reduced
107
Closed
27
Calls
$18.6M
Puts
$49.1M
Net Calls
-$30.5M
Net Calls Change
-$25.5M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$229M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$106M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$497M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$107M
5
DCM
5
Driehaus Capital Management
Illinois
$27.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$109M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.4M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$556M
4
IUHSA
4
Itau Unibanco Holding S.A.
Brazil
$156M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$63.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
201
NewEdge Wealth
Pennsylvania
$235K +$15.2K +2,669 +7%
MIP
202
Marietta Investment Partners
Wisconsin
$232K -$127K -20,220 -35%
Wealth Enhancement Advisory Services
203
Wealth Enhancement Advisory Services
Minnesota
$230K -$39.3K -6,241 -15%
CAM
204
Cresset Asset Management
Illinois
$226K +$226K +35,890 New
GAM
205
Gould Asset Management
California
$213K -$8.46K -1,342 -4%
TRCT
206
Tower Research Capital (TRC)
New York
$206K +$119K +18,917 +138%
Cetera Investment Advisers
207
Cetera Investment Advisers
Illinois
$201K +$116K +18,393 +135%
SI
208
Stephens Inc
Arkansas
$200K +$28.6K +4,543 +17%
CIBC Private Wealth Group
209
CIBC Private Wealth Group
Georgia
$187K +$187K +31,057 New
William Blair & Company
210
William Blair & Company
Illinois
$183K +$183K +29,121 New
MGP
211
Metis Global Partners
California
$175K -$8.59K -1,363 -5%
AAM
212
Ameraudi Asset Management
New York
$174K – – –
GIA
213
Gateway Investment Advisers
Ohio
$166K +$166K +26,336 New
KOCAA
214
Knights of Columbus Asset Advisors
Connecticut
$166K +$166K +26,279 New
BTI
215
Blue Trust Inc
Georgia
$165K +$30.3K +4,807 +22%
HCA
216
Harbour Capital Advisors
Virginia
$153K +$153K +25,438 New
UCFA
217
United Capital Financial Advisors
Texas
$152K -$5.27K -837 -3%
GSC
218
Grey Street Capital
Illinois
$150K +$150K +23,725 New
ONB
219
Old National Bancorp
Indiana
$148K -$42.8K -6,800 -22%
National Bank of Canada
220
National Bank of Canada
Quebec, Canada
$147K +$100K +17,380 +212%
MML Investors Services
221
MML Investors Services
Massachusetts
$145K +$38.4K +6,108 +36%
Corient Private Wealth
222
Corient Private Wealth
Florida
$144K -$75.2K -11,941 -34%
NA
223
NewEdge Advisors
Louisiana
$140K +$850 +135 +0.6%
HighTower Advisors
224
HighTower Advisors
Illinois
$139K +$22.5K +3,557 +19%
QCM
225
Quantinno Capital Management
New York
$132K +$61K +9,692 +86%
7 8
9
10 11