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Itaú Unibanco
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Overview Fund Activity

279 hedge funds and large institutions have $4.39B invested in Itaú Unibanco in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 91 increasing their positions, 100 reducing their positions, and 31 closing their positions.

Holders
279
Holders Change
-4
Holders Change %
-1.41%
% of All Funds
4.45%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
29
Increased
91
Reduced
100
Closed
31
Calls
$34.7M
Puts
$36.8M
Net Calls
-$2.14M
Net Calls Change
-$2.62M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$196M
2
Goldman Sachs
2
Goldman Sachs
New York
$347M
3
AP
3
Antipodes Partners
Australia
$111M
4
Bank of America
4
Bank of America
North Carolina
$118M
5
BlackRock
5
BlackRock
New York
$125M

Top Sellers

1
OAG
1
Orbis Allan Gray
Bermuda
$0
2
GQG Partners
2
GQG Partners
Florida
$47M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$12.6M
4
PL
4
Perpetual Ltd
Australia
$229M
5
Jane Street
5
Jane Street
New York
$1.56M
Name Market Value Shares Shares
Change 		Shares
Change %
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$515M 95,992,864 +1,613,409 +2%
Goldman Sachs
2
Goldman Sachs
New York
$347M 64,655,085 +10,631,043 +20%
WGI
3
Westwood Global Investments
Massachusetts
$341M 63,473,083 +1,746,682 +3%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$245M 45,604,774 -2,264,195 -5%
PL
5
Perpetual Ltd
Australia
$229M 42,617,658 -4,184,868 -9%
Fisher Asset Management
6
Fisher Asset Management
Washington
$196M 36,413,954 +16,997,840 +88%
Robeco Institutional Asset Management
7
Robeco Institutional Asset Management
Netherlands
$157M 29,287,970 -120,479 -0.4%
Franklin Resources
8
Franklin Resources
California
$155M 28,828,050 -2,102,561 -7%
Vanguard Group
9
Vanguard Group
Pennsylvania
$145M 27,021,707 -488,972 -2%
IUHSA
10
Itau Unibanco Holding S.A.
Brazil
$125M 23,221,327 +76,541 +0.3%
BlackRock
11
BlackRock
New York
$125M 23,211,077 +3,055,177 +15%
Bank of America
12
Bank of America
North Carolina
$118M 22,027,897 +4,514,270 +26%
AP
13
Antipodes Partners
Australia
$111M 20,816,099 +8,381,232 +67%
Dodge & Cox
14
Dodge & Cox
California
$97.9M 18,228,205 -278,700 -2%
Baillie Gifford & Co
15
Baillie Gifford & Co
United Kingdom
$78.4M 14,593,580 -319,147 -2%
Ameriprise
16
Ameriprise
Minnesota
$61.8M 11,499,005 -2,119,996 -16%
State Street
17
State Street
Massachusetts
$59.8M 11,021,095 -279,706 -2%
AI
18
Ariel Investments
Illinois
$54.6M 10,161,278 -2,998,704 -23%
Macquarie Group
19
Macquarie Group
Australia
$53.2M 9,902,781 -170,714 -2%
SCP
20
Seafarer Capital Partners
California
$53M 9,874,000 – –
HL
21
Harding Loevner
New Jersey
$51.9M 9,671,354 -2,337,181 -19%
William Blair Investment Management
22
William Blair Investment Management
Illinois
$51.5M 9,593,246 +508,558 +6%
Citigroup
23
Citigroup
New York
$50.6M 9,419,024 +11,237 +0.1%
GQG Partners
24
GQG Partners
Florida
$47M 8,744,810 -6,151,505 -41%
OCM
25
Oaktree Capital Management
California
$45.2M 8,413,038 +227,399 +3%
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