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Itaú Unibanco

294 hedge funds and large institutions have $9.54B invested in Itaú Unibanco in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 107 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $7.81B → $9.54B (+$1.73B)

2.37% more ownership

Funds ownership: 48.08%50.45% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

7% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 46

2% less funds holding

Funds holding: 299294 (-5)

11% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 107

78% less call options, than puts

Call options by funds: $63.1M | Put options by funds: $288M

Holders
294
Holders Change
-5
Holders Change %
-1.67%
% of All Funds
6.72%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
43
Increased
95
Reduced
107
Closed
46
Calls
$63.1M
Puts
$288M
Net Calls
-$225M
Net Calls Change
-$80.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
226
Sequoia Financial Advisors
Ohio
$143K -$13.3K -2,466 -8%
HighTower Advisors
227
HighTower Advisors
Illinois
$137K -$822K -152,951 -86%
ONB
228
Old National Bancorp
Indiana
$137K -$15.8K -2,936 -10%
CG
229
Caprock Group
Idaho
$136K +$14.6K +2,721 +12%
USAA
230
United Services Automobile Association
Texas
$133K
Janney Montgomery Scott
231
Janney Montgomery Scott
Pennsylvania
$130K -$9.8K -1,824 -7%
M&T Bank
232
M&T Bank
New York
$130K +$131K +24,445 New
VEA
233
Virtus ETF Advisers
New York
$127K -$129K -24,093 -50%
PVWM
234
Point View Wealth Management
New Jersey
$126K +$14.1K +2,624 +12%
GTP
235
Global Thematic Partners
New York
$125K +$126K +23,503 New
UCFA
236
United Capital Financial Advisors
Texas
$122K -$2.53K -470 -2%
Mawer Investment Management
237
Mawer Investment Management
Alberta, Canada
$120K -$3.33K -619 -3%
CS
238
Comerica Securities
Michigan
$119K +$1.05K +196 +0.9%
LTFS
239
Ladenburg Thalmann Financial Services
Florida
$119K +$29K +5,399 +32%
MML Investors Services
240
MML Investors Services
Massachusetts
$117K +$118K +21,912 New
S
241
SignatureFD
Georgia
$114K +$17K +3,168 +17%
HIIFS
242
Harel Insurance Investments & Financial Services
Israel
$110K +$65.2K +12,140 +143%
QCG
243
Quadrant Capital Group
Ohio
$103K -$6.92K -1,288 -6%
AC
244
Avestar Capital
New York
$101K +$17.7K +3,286 +17%
PAM
245
Panagora Asset Management
Massachusetts
$92K
MIFH
246
Migdal Insurance & Financial Holdings
Israel
$80K -$5.07M -943,395 -98%
WA
247
WP Advisors
California
$78K -$16.6K -3,092 -18%
SIAS
248
Shine Investment Advisory Services
Colorado
$50K
PMFA
249
Plante Moran Financial Advisors
Michigan
$44K +$44.3K +8,246 New
LWCFA
250
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K

ITUB Hedge Fund Activity: Q3 2018 in Review

294 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q3 2018, worth a combined $9.54B — up 22% from $7.81B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ITUB and 43 opened new positions — a net loss of 3 holders — while 107 trimmed existing stakes and 95 added.

The largest buyer was Vontobel Asset Management, adding an estimated $235M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $92.4M sold.

  • 294 institutional investors held Itaú Unibanco (ITUB) as of Q3 2018, down from 299 in Q2 2018.
  • Funds reported $9.54B of Itaú Unibanco stock for Q3 2018, up 22% quarter-over-quarter.
  • 43 funds opened new Itaú Unibanco positions in Q3 2018 and 46 closed out, a net change of -3 holders.
  • The largest Itaú Unibanco buyer in Q3 2018 was Vontobel Asset Management, an estimated $235M added.
  • The largest Itaú Unibanco seller in Q3 2018 was Arrowstreet Capital, an estimated $92.4M sold.

Based on aggregated 13F filings for Q3 2018.