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Itaú Unibanco
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Overview Fund Activity

264 hedge funds and large institutions have $4.09B invested in Itaú Unibanco in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 87 increasing their positions, 105 reducing their positions, and 32 closing their positions.

Holders
264
Holders Change
-7
Holders Change %
-2.58%
% of All Funds
4.57%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
29
Increased
87
Reduced
105
Closed
32
Calls
$43.3M
Puts
$92.5M
Net Calls
-$49.2M
Net Calls Change
-$10.2M

Top Buyers

1
PG
1
Pendal Group
Australia
$234M
2
Victory Capital Management
2
Victory Capital Management
Texas
$33.2M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$20.8M
4
HL
4
Harding Loevner
New Jersey
$137M
5
GQG Partners
5
GQG Partners
Florida
$73.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$40.2M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$529M
3
Morgan Stanley
3
Morgan Stanley
New York
$26.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$93.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$330M
Name Market Value Shares Shares
Change 		Shares
Change %
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$529M 102,411,870 -25,487,575 -20%
Goldman Sachs
2
Goldman Sachs
New York
$330M 63,855,845 -4,809,448 -7%
WGI
3
Westwood Global Investments
Massachusetts
$290M 56,062,932 +572,440 +1%
PG
4
Pendal Group
Australia
$234M 45,328,334 +37,718,267 +496%
Franklin Resources
5
Franklin Resources
California
$161M 31,207,305 +1,247,791 +4%
BlackRock
6
BlackRock
New York
$146M 28,207,317 -3,122,014 -10%
Vanguard Group
7
Vanguard Group
Pennsylvania
$138M 26,734,375 -469,857 -2%
HL
8
Harding Loevner
New Jersey
$137M 26,518,866 +3,717,167 +16%
OCM
9
Oaktree Capital Management
California
$136M 26,277,557 -371,871 -1%
OAG
10
Orbis Allan Gray
Bermuda
$136M 26,249,728 -3,603,235 -12%
Dodge & Cox
11
Dodge & Cox
California
$125M 24,151,505 -4,374,400 -15%
Fisher Asset Management
12
Fisher Asset Management
Washington
$99.2M 19,187,783 +385,205 +2%
IUHSA
13
Itau Unibanco Holding S.A.
Brazil
$98.6M 19,067,475 -2,531,282 -12%
Baillie Gifford & Co
14
Baillie Gifford & Co
United Kingdom
$98.2M 18,998,710 +308,999 +2%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$93.4M 18,062,091 -3,753,656 -17%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$93.1M 18,010,254 -11,485,649 -39%
Ameriprise
17
Ameriprise
Minnesota
$79.3M 15,346,533 +926,051 +6%
GQG Partners
18
GQG Partners
Florida
$73.6M 14,233,298 +3,215,895 +29%
Macquarie Group
19
Macquarie Group
Australia
$67.6M 13,076,513 -47,597 -0.4%
Deutsche Bank
20
Deutsche Bank
Germany
$61.3M 11,856,806 +1,221,700 +11%
State Street
21
State Street
Massachusetts
$56.4M 10,908,262 +46,678 +0.4%
NC
22
Northcape Capital
Australia
$49.3M 9,539,004 +120,810 +1%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$48.6M 9,396,660 -618,018 -6%
Swedbank
24
Swedbank
Sweden
$46.5M 9,000,000 -2,000,000 -18%
SCP
25
Seafarer Capital Partners
California
$45.5M 8,804,000 -3,980,000 -31%
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