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Itaú Unibanco
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Overview Fund Activity

309 hedge funds and large institutions have $5.88B invested in Itaú Unibanco in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 114 increasing their positions, 86 reducing their positions, and 21 closing their positions.

Holders
309
Holders Change
+30
Holders Change %
+10.75%
% of All Funds
4.53%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
54
Increased
114
Reduced
86
Closed
21
Calls
$52.4M
Puts
$57.4M
Net Calls
-$5M
Net Calls Change
-$2.85M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$364M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$423M
3
CG
3
Carmignac Gestion
France
$92.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$120M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$65.3M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$1.74M
2
Bank of America
2
Bank of America
North Carolina
$33.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$370M
4
AI
4
Ariel Investments
Illinois
$0
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$614M
Name Market Value Shares Shares
Change 		Shares
Change %
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$614M 88,302,063 -7,690,801 -8%
WGI
2
Westwood Global Investments
Massachusetts
$438M 63,043,856 -429,227 -0.7%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$423M 60,896,093 +15,291,319 +34%
Goldman Sachs
4
Goldman Sachs
New York
$370M 53,196,510 -11,458,575 -18%
Fisher Asset Management
5
Fisher Asset Management
Washington
$364M 52,322,490 +15,908,536 +44%
PL
6
Perpetual Ltd
Australia
$296M 42,563,305 -54,353 -0.1%
IUHSA
7
Itau Unibanco Holding S.A.
Brazil
$205M 30,660,827 +7,439,500 +32%
Robeco Institutional Asset Management
8
Robeco Institutional Asset Management
Netherlands
$203M 29,244,037 -43,933 -0.2%
Franklin Resources
9
Franklin Resources
California
$192M 27,611,252 -1,216,798 -4%
Vanguard Group
10
Vanguard Group
Pennsylvania
$183M 26,371,808 -649,899 -2%
BlackRock
11
BlackRock
New York
$172M 24,813,205 +1,602,128 +7%
AP
12
Antipodes Partners
Australia
$123M 17,655,220 -3,160,879 -15%
Morgan Stanley
13
Morgan Stanley
New York
$120M 17,196,754 +13,111,090 +321%
Dodge & Cox
14
Dodge & Cox
California
$111M 15,910,905 -2,317,300 -13%
Baillie Gifford & Co
15
Baillie Gifford & Co
United Kingdom
$104M 15,034,066 +440,486 +3%
CG
16
Carmignac Gestion
France
$92.6M 13,330,087 +13,330,087 New
State Street
17
State Street
Massachusetts
$85M 12,048,054 +1,026,959 +9%
William Blair Investment Management
18
William Blair Investment Management
Illinois
$78.6M 11,320,342 +1,727,096 +18%
Citigroup
19
Citigroup
New York
$72.6M 10,443,684 +1,024,660 +11%
SCP
20
Seafarer Capital Partners
California
$70.7M 10,174,000 +300,000 +3%
Ameriprise
21
Ameriprise
Minnesota
$70.6M 10,150,918 -1,348,087 -12%
Macquarie Group
22
Macquarie Group
Australia
$69.1M 9,939,081 +36,300 +0.4%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$65.3M 9,398,576 +7,278,037 +343%
OCM
24
Oaktree Capital Management
California
$63.8M 9,174,072 +761,034 +9%
NC
25
Northcape Capital
Australia
$62.2M 8,954,549 +713,430 +9%
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