ITUB icon

Itaú Unibanco
ITUB

Overview Fund Activity

266 hedge funds and large institutions have $3.9B invested in Itaú Unibanco in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 117 reducing their positions, and 72 closing their positions.

Holders
266
Holders Change
-36
Holders Change %
-11.92%
% of All Funds
4.11%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.14%
New
38
Increased
75
Reduced
117
Closed
72
Calls
$91.3M
Puts
$183M
Net Calls
-$92.1M
Net Calls Change
+$17.9M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$461M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$614M
3
Morgan Stanley
3
Morgan Stanley
New York
$192M
4
OAG
4
Orbis Allan Gray
Bermuda
$171M
5
IUHSA
5
Itau Unibanco Holding S.A.
Brazil
$77.2M

Top Sellers

1
HL
1
Harding Loevner
New Jersey
$140M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1K
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$71.8M
4
CI
4
Cambiar Investors
Colorado
$0
5
Charles Schwab
5
Charles Schwab
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$614M 163,823,052 +47,869,561 +41%
Goldman Sachs
2
Goldman Sachs
New York
$461M 122,909,929 +56,617,143 +85%
WGI
3
Westwood Global Investments
Massachusetts
$215M 57,383,195 +8,608,427 +18%
Morgan Stanley
4
Morgan Stanley
New York
$192M 51,086,262 +43,222,437 +550%
OAG
5
Orbis Allan Gray
Bermuda
$171M 45,511,494 +30,237,365 +198%
Bank of America
6
Bank of America
North Carolina
$150M 40,117,628 +4,787,002 +14%
HL
7
Harding Loevner
New Jersey
$140M 37,404,293 -92,393,833 -71%
Franklin Resources
8
Franklin Resources
California
$126M 33,480,116 +666,192 +2%
Vanguard Group
9
Vanguard Group
Pennsylvania
$117M 31,326,742 +140,416 +0.5%
WT
10
Wellcome Trust
United Kingdom
$107M 28,600,000 – –
BlackRock
11
BlackRock
New York
$101M 26,855,276 -4,050,057 -13%
Dodge & Cox
12
Dodge & Cox
California
$97.7M 26,060,805 +1,993,500 +8%
OCM
13
Oaktree Capital Management
California
$84.5M 22,530,531 +1,231,003 +6%
IUHSA
14
Itau Unibanco Holding S.A.
Brazil
$77.2M 21,006,360 +11,348,225 +117%
Fisher Asset Management
15
Fisher Asset Management
Washington
$75.3M 20,085,311 -1,548,781 -7%
Baillie Gifford & Co
16
Baillie Gifford & Co
United Kingdom
$71.8M 19,139,791 -31,172,619 -62%
State Street
17
State Street
Massachusetts
$63M 16,590,528 -251,387 -1%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$62.6M 16,680,360 -8,097,207 -33%
MIP
19
Mondrian Investment Partners
United Kingdom
$58.5M 15,594,833 -1,169,616 -7%
Swedbank
20
Swedbank
Sweden
$52.4M 14,000,000 -2,000,000 -13%
Macquarie Group
21
Macquarie Group
Australia
$48.7M 12,990,116 -632,592 -5%
CS
22
Credit Suisse
Switzerland
$45.3M 12,077,532 +4,427,065 +58%
SCP
23
Seafarer Capital Partners
California
$43M 11,459,000 – –
Optiver Holding
24
Optiver Holding
Netherlands
$41.1M 9,238,028 +5,005,817 +118%
Deutsche Bank
25
Deutsche Bank
Germany
$31.4M 8,385,773 +475,216 +6%
1
2 3 4 5