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Itaú Unibanco
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Overview Fund Activity

329 hedge funds and large institutions have $4.89B invested in Itaú Unibanco in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 98 increasing their positions, 120 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+9
Holders Change %
+2.81%
% of All Funds
4.79%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
46
Increased
98
Reduced
120
Closed
32
Calls
$33.8M
Puts
$39.1M
Net Calls
-$5.24M
Net Calls Change
+$25.2M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$239M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$132M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$63.4M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$228M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$500M

Top Sellers

1
PL
1
Perpetual Ltd
Australia
$73M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$282M
3
Goldman Sachs
3
Goldman Sachs
New York
$13.9M
4
Citigroup
4
Citigroup
New York
$13.1M
5
GL
5
Gemsstock Ltd
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
201
Blue Trust Inc
Georgia
$245K +$79.8K +12,671 +48%
William Blair & Company
202
William Blair & Company
Illinois
$242K +$87K +16,383 +56%
SFA
203
Sequoia Financial Advisors
Ohio
$241K -$3.1K -584 -1%
SWM
204
Spire Wealth Management
Virginia
$239K -$2.92K -549 -1%
PHS
205
Pekin Hardy Strauss
Illinois
$237K -$409K -77,000 -63%
Wealth Enhancement Advisory Services
206
Wealth Enhancement Advisory Services
Minnesota
$232K +$37.4K +7,053 +19%
TRCT
207
Tower Research Capital (TRC)
New York
$221K +$47.2K +8,889 +27%
BAM
208
Blueshift Asset Management
New Jersey
$220K +$220K +41,372 New
ACA
209
Atlas Capital Advisors
Wyoming
$218K – – –
NW
210
NewEdge Wealth
Pennsylvania
$215K -$4.16K -784 -2%
Envestnet Portfolio Solutions
211
Envestnet Portfolio Solutions
Illinois
$210K -$9.69K -1,825 -4%
CHP
212
Cable Hill Partners
Oregon
$209K +$209K +39,002 New
VAS
213
Vestmark Advisory Solutions
Massachusetts
$202K -$6.5K -1,224 -3%
Mercer Global Advisors
214
Mercer Global Advisors
Colorado
$200K -$13.2K -2,487 -6%
Truist Financial
215
Truist Financial
North Carolina
$199K -$60.1K -11,322 -23%
MIP
216
Marietta Investment Partners
Wisconsin
$196K – – –
SAM
217
Sompo Asset Management
Japan
$195K -$15.1K -2,849 -7%
GAM
218
Gould Asset Management
California
$179K – – –
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$172K +$2.68K +493 +2%
SI
220
Stephens Inc
Arkansas
$168K – – –
Cetera Investment Advisers
221
Cetera Investment Advisers
Illinois
$168K -$1.91K -360 -1%
SG Americas Securities
222
SG Americas Securities
New York
$165K +$165K +31,012 New
Sumitomo Mitsui Trust Group
223
Sumitomo Mitsui Trust Group
Japan
$156K -$166K -31,350 -52%
KOCAA
224
Knights of Columbus Asset Advisors
Connecticut
$154K +$14.9K +2,805 +11%
MGP
225
Metis Global Partners
California
$152K +$4.21K +793 +3%
7 8
9
10 11