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Itaú Unibanco
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Overview Fund Activity

300 hedge funds and large institutions have $6.33B invested in Itaú Unibanco in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 104 increasing their positions, 102 reducing their positions, and 42 closing their positions.

Holders
300
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
5.24%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.21%
New
46
Increased
104
Reduced
102
Closed
42
Calls
$214M
Puts
$232M
Net Calls
-$17.9M
Net Calls Change
+$59.9M

Top Buyers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$306M
2
OAG
2
Orbis Allan Gray
Bermuda
$78.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$352M
4
Dodge & Cox
4
Dodge & Cox
California
$145M
5
WA
5
Whitebox Advisors
Minnesota
$35.1M

Top Sellers

1
HL
1
Harding Loevner
New Jersey
$783M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$245M
4
CI
4
Cambiar Investors
Colorado
$66.3M
5
OCM
5
Oaktree Capital Management
California
$125M
Name Market Value Shares Shares
Change 		Shares
Change %
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$979M 162,905,034 +903,152 +0.6%
HL
2
Harding Loevner
New Jersey
$783M 130,352,869 -6,411,414 -5%
Goldman Sachs
3
Goldman Sachs
New York
$352M 58,522,788 +7,821,392 +15%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$306M 50,921,312 +14,665,460 +40%
WGI
5
Westwood Global Investments
Massachusetts
$276M 45,973,209 -1,501,737 -3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$245M 40,828,834 -5,090,099 -11%
BlackRock
7
BlackRock
New York
$195M 32,501,370 -3,296,054 -9%
Franklin Resources
8
Franklin Resources
California
$193M 32,082,877 +3,563,321 +12%
Vanguard Group
9
Vanguard Group
Pennsylvania
$190M 31,690,801 -83,477 -0.3%
WT
10
Wellcome Trust
United Kingdom
$172M 28,600,000 – –
Dodge & Cox
11
Dodge & Cox
California
$145M 24,053,005 +6,401,400 +36%
Fisher Asset Management
12
Fisher Asset Management
Washington
$137M 22,860,797 -798,933 -3%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$129M 21,510,869 -982,800 -4%
OCM
14
Oaktree Capital Management
California
$125M 20,803,792 -4,282,950 -17%
BAMCO Inc
15
BAMCO Inc
New York
$115M 19,066,690 +5,044,415 +36%
MIP
16
Mondrian Investment Partners
United Kingdom
$107M 17,768,237 -1,170,370 -6%
State Street
17
State Street
Massachusetts
$106M 17,498,125 -1,046,758 -6%
Swedbank
18
Swedbank
Sweden
$96.2M 16,000,000 – –
Morgan Stanley
19
Morgan Stanley
New York
$86.4M 14,373,102 +3,457,647 +32%
Macquarie Group
20
Macquarie Group
Australia
$82M 13,649,308 +650,359 +5%
OAG
21
Orbis Allan Gray
Bermuda
$78.7M 13,100,263 +13,100,263 New
Bank of America
22
Bank of America
North Carolina
$71.5M 11,890,609 +3,139,147 +36%
CI
23
Cambiar Investors
Colorado
$66.3M 11,030,484 -4,987,893 -31%
SCP
24
Seafarer Capital Partners
California
$65.2M 10,846,000 – –
CS
25
Credit Suisse
Switzerland
$63.8M 10,505,131 -1,298,899 -11%
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