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Itaú Unibanco
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Overview Fund Activity

267 hedge funds and large institutions have $4.02B invested in Itaú Unibanco in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 98 increasing their positions, 93 reducing their positions, and 41 closing their positions.

Holders
267
Holders Change
-19
Holders Change %
-6.64%
% of All Funds
4.27%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
27
Increased
98
Reduced
93
Closed
41
Calls
$31.4M
Puts
$22M
Net Calls
+$9.42M
Net Calls Change
+$47.2M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$451M
2
PL
2
Perpetual Ltd
Australia
$234M
3
AI
3
Ariel Investments
Illinois
$49.7M
4
GQG Partners
4
GQG Partners
Florida
$78.4M
5
Dodge & Cox
5
Dodge & Cox
California
$89.2M

Top Sellers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$180
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
Bank of America
3
Bank of America
North Carolina
$86.4M
4
HL
4
Harding Loevner
New Jersey
$79.3M
5
OCM
5
Oaktree Capital Management
California
$75.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$451M 92,558,406 +85,080,757 +1,138%
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$438M 89,850,472 -2,407,390 -3%
WGI
3
Westwood Global Investments
Massachusetts
$309M 63,455,720 +581,923 +0.9%
PL
4
Perpetual Ltd
Australia
$234M 48,099,796 +48,099,796 New
Franklin Resources
5
Franklin Resources
California
$161M 33,148,180 +11,901 +0%
Robeco Institutional Asset Management
6
Robeco Institutional Asset Management
Netherlands
$147M 30,130,072 +371,264 +1%
Vanguard Group
7
Vanguard Group
Pennsylvania
$135M 27,752,943 +62,179 +0.2%
IUHSA
8
Itau Unibanco Holding S.A.
Brazil
$110M 23,229,589 +1,853,818 +9%
BlackRock
9
BlackRock
New York
$98.7M 20,264,373 -5,969,851 -23%
Fisher Asset Management
10
Fisher Asset Management
Washington
$91.4M 18,569,803 +1,011,501 +6%
Dodge & Cox
11
Dodge & Cox
California
$89.2M 18,325,705 +3,049,600 +20%
Bank of America
12
Bank of America
North Carolina
$86.4M 17,747,399 -9,738,506 -35%
HL
13
Harding Loevner
New Jersey
$79.3M 16,274,565 -7,866,322 -33%
GQG Partners
14
GQG Partners
Florida
$78.4M 16,105,075 +3,722,986 +30%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$77.6M 15,941,016 +483,166 +3%
OCM
16
Oaktree Capital Management
California
$75.8M 15,563,352 -7,223,703 -32%
Baillie Gifford & Co
17
Baillie Gifford & Co
United Kingdom
$75.4M 15,478,295 -506,510 -3%
Ameriprise
18
Ameriprise
Minnesota
$70.4M 14,457,576 -835,310 -5%
MIP
19
Mondrian Investment Partners
United Kingdom
$57.4M 11,781,190 -514,439 -4%
Deutsche Bank
20
Deutsche Bank
Germany
$57.2M 11,740,367 -641,600 -5%
State Street
21
State Street
Massachusetts
$55.3M 11,226,756 +244,011 +2%
OAG
22
Orbis Allan Gray
Bermuda
$55M 11,288,024 -5,198,545 -32%
AI
23
Ariel Investments
Illinois
$49.7M 10,205,810 +9,416,341 +1,193%
SCP
24
Seafarer Capital Partners
California
$48.1M 9,874,000 +780,000 +9%
Macquarie Group
25
Macquarie Group
Australia
$46.5M 9,539,316 -169,790 -2%
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