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Itaú Unibanco
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Overview Fund Activity

320 hedge funds and large institutions have $5.61B invested in Itaú Unibanco in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 106 reducing their positions, and 27 closing their positions.

Holders
320
Holders Change
+11
Holders Change %
+3.56%
% of All Funds
4.64%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.14%
New
39
Increased
117
Reduced
106
Closed
27
Calls
$18.6M
Puts
$49.1M
Net Calls
-$30.5M
Net Calls Change
-$25.5M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$229M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$106M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$497M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$107M
5
DCM
5
Driehaus Capital Management
Illinois
$27.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$109M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.4M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$556M
4
IUHSA
4
Itau Unibanco Holding S.A.
Brazil
$156M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$63.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$556M 80,161,169 -8,140,894 -9%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$497M 71,738,861 +10,842,768 +18%
WGI
3
Westwood Global Investments
Massachusetts
$415M 59,875,447 -3,168,409 -5%
Fisher Asset Management
4
Fisher Asset Management
Washington
$339M 48,891,595 -3,430,895 -7%
PL
5
Perpetual Ltd
Australia
$279M 40,202,714 -2,360,591 -6%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$229M 33,040,433 +21,720,091 +192%
Robeco Institutional Asset Management
7
Robeco Institutional Asset Management
Netherlands
$219M 31,668,346 +2,424,309 +8%
Franklin Resources
8
Franklin Resources
California
$191M 27,563,590 -47,662 -0.2%
Vanguard Group
9
Vanguard Group
Pennsylvania
$173M 24,898,168 -1,473,640 -6%
BlackRock
10
BlackRock
New York
$166M 24,017,989 -795,216 -3%
IUHSA
11
Itau Unibanco Holding S.A.
Brazil
$156M 23,288,427 -7,372,400 -24%
Dodge & Cox
12
Dodge & Cox
California
$110M 15,806,905 -104,000 -0.7%
Goldman Sachs
13
Goldman Sachs
New York
$109M 15,752,222 -37,444,288 -70%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$107M 15,492,229 +6,093,653 +65%
Capital Research Global Investors
15
Capital Research Global Investors
California
$106M 15,262,082 +12,539,737 +461%
AP
16
Antipodes Partners
Australia
$94.8M 13,684,096 -3,971,124 -22%
CG
17
Carmignac Gestion
France
$93.2M 13,452,687 +122,600 +0.9%
State Street
18
State Street
Massachusetts
$81.6M 11,694,500 -353,554 -3%
Ameriprise
19
Ameriprise
Minnesota
$74.8M 10,797,681 +646,763 +6%
SCP
20
Seafarer Capital Partners
California
$70.5M 10,174,000 – –
Macquarie Group
21
Macquarie Group
Australia
$68.4M 9,866,681 -72,400 -0.7%
OCM
22
Oaktree Capital Management
California
$65.1M 9,393,251 +219,179 +2%
Baillie Gifford & Co
23
Baillie Gifford & Co
United Kingdom
$63.9M 9,225,765 -5,808,301 -39%
NC
24
Northcape Capital
Australia
$62.7M 9,044,815 +90,266 +1%
Capital World Investors
25
Capital World Investors
California
$60M 8,654,237 +3,390,463 +64%
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