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Itaú Unibanco
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Overview Fund Activity

283 hedge funds and large institutions have $4.84B invested in Itaú Unibanco in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 97 reducing their positions, and 16 closing their positions.

Holders
283
Holders Change
+16
Holders Change %
+5.99%
% of All Funds
4.46%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
32
Increased
97
Reduced
97
Closed
16
Calls
$36.2M
Puts
$35.7M
Net Calls
+$477K
Net Calls Change
-$8.94M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$282M
2
DZ Bank
2
DZ Bank
Germany
$39.6M
3
Capital World Investors
3
Capital World Investors
California
$30.9M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$43.7M
5
GL
5
Gemsstock Ltd
United Kingdom
$27.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$319M
2
OCM
2
Oaktree Capital Management
California
$48.3M
3
Deutsche Bank
3
Deutsche Bank
Germany
$31.3M
4
HL
4
Harding Loevner
New Jersey
$70.9M
5
SO
5
STRS Ohio
Ohio
$4.13M
Name Market Value Shares Shares
Change 		Shares
Change %
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$557M 94,379,455 +4,528,983 +5%
WGI
2
Westwood Global Investments
Massachusetts
$364M 61,726,401 -1,729,319 -3%
Goldman Sachs
3
Goldman Sachs
New York
$319M 54,024,042 -38,534,364 -42%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$282M 47,868,969 +31,927,953 +200%
PL
5
Perpetual Ltd
Australia
$276M 46,802,526 -1,297,270 -3%
Franklin Resources
6
Franklin Resources
California
$182M 30,930,611 -2,217,569 -7%
Robeco Institutional Asset Management
7
Robeco Institutional Asset Management
Netherlands
$174M 29,408,449 -721,623 -2%
Vanguard Group
8
Vanguard Group
Pennsylvania
$162M 27,510,679 -242,264 -0.9%
IUHSA
9
Itau Unibanco Holding S.A.
Brazil
$132M 23,144,786 -84,803 -0.4%
BlackRock
10
BlackRock
New York
$119M 20,155,900 -108,473 -0.5%
Fisher Asset Management
11
Fisher Asset Management
Washington
$115M 19,416,114 +846,311 +5%
Dodge & Cox
12
Dodge & Cox
California
$109M 18,506,905 +181,200 +1%
Bank of America
13
Bank of America
North Carolina
$103M 17,513,627 -233,772 -1%
Baillie Gifford & Co
14
Baillie Gifford & Co
United Kingdom
$88M 14,912,727 -565,568 -4%
GQG Partners
15
GQG Partners
Florida
$87.9M 14,896,315 -1,208,760 -8%
Ameriprise
16
Ameriprise
Minnesota
$80.4M 13,619,001 -838,575 -6%
AI
17
Ariel Investments
Illinois
$77.6M 13,159,982 +2,954,172 +29%
AP
18
Antipodes Partners
Australia
$73.4M 12,434,867 +3,119,978 +33%
HL
19
Harding Loevner
New Jersey
$70.9M 12,008,535 -4,266,030 -26%
State Street
20
State Street
Massachusetts
$67.8M 11,300,801 +74,045 +0.7%
MIP
21
Mondrian Investment Partners
United Kingdom
$67.2M 11,382,893 -398,297 -3%
Macquarie Group
22
Macquarie Group
Australia
$59.4M 10,073,495 +534,179 +6%
SCP
23
Seafarer Capital Partners
California
$58.3M 9,874,000 – –
OAG
24
Orbis Allan Gray
Bermuda
$58M 9,832,127 -1,455,897 -13%
Citigroup
25
Citigroup
New York
$55.5M 9,407,787 +126,097 +1%
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