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Itaú Unibanco

343 hedge funds and large institutions have $9.73B invested in Itaú Unibanco in 2019 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 103 increasing their positions, 147 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

2% more funds holding

Funds holding: 335343 (+8)

0% less capital invested

Capital invested by funds: $9.77B → $9.73B (-$38.3M)

1.02% less ownership

Funds ownership: 32.38%31.36% (-1%)

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

30% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 147

83% less call options, than puts

Call options by funds: $42M | Put options by funds: $242M

Holders
343
Holders Change
+8
Holders Change %
+2.39%
% of All Funds
7.42%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.26%
New
46
Increased
103
Reduced
147
Closed
35
Calls
$42M
Puts
$242M
Net Calls
-$200M
Net Calls Change
+$43M
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
226
Cutler Investment Counsel
Oregon
$255K
BCM
227
Bluefin Capital Management
New York
$248K +$274K +38,682 New
BCM
228
Bayesian Capital Management
New York
$241K +$265K +37,519 New
FCI
229
Financial Counselors Inc
Kansas
$228K +$11K +1,558 +5%
AP
230
Advisor Partners
California
$227K +$3.77K +533 +2%
OAM
231
Oxford Asset Management
United Kingdom
$222K -$9.3M -1,314,764 -97%
SC
232
Saturna Capital
Washington
$222K -$75.8K -10,717 -24%
GAM
233
Gould Asset Management
California
$219K -$4.67K -660 -2%
CFM
234
Coronation Fund Managers
South Africa
$217K +$39K +5,508 +19%
M&T Bank
235
M&T Bank
New York
$216K -$41.7K -5,888 -15%
YWP
236
YorkBridge Wealth Partners
New York
$205K -$80.6K -11,394 -26%
ONB
237
Old National Bancorp
Indiana
$203K +$39.2K +5,547 +21%
SP
238
Symmetry Partners
Connecticut
$201K -$89.8K -12,690 -14%
GT
239
Greenleaf Trust
Michigan
$199K
Parallax Volatility Advisers
240
Parallax Volatility Advisers
California
$197K -$1.31M -185,811 -86%
FGAM
241
Financial Gravity Asset Management
Texas
$188K +$207K +29,270 New
CMTU
242
Capital Markets Trading (UK)
United Kingdom
$185K +$204K +28,861 New
BBHC
243
Brown Brothers Harriman & Co
New York
$178K -$10.5K -1,484 -5%
HIIFS
244
Harel Insurance Investments & Financial Services
Israel
$176K
I
245
IberiaBank
Louisiana
$172K -$17.1K -2,423 -8%
UCFA
246
United Capital Financial Advisors
Texas
$169K +$276 +39 +0.1%
MML Investors Services
247
MML Investors Services
Massachusetts
$165K -$48.9K -6,906 -21%
S
248
SignatureFD
Georgia
$161K -$7.41K -1,048 -4%
ER
249
Enlightenment Research
Florida
$160K +$23.3K +3,299 +15%
CIBC World Market
250
CIBC World Market
Ontario, Canada
$160K +$177K +25,013 New

ITUB Hedge Fund Activity: Q1 2019 in Review

343 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q1 2019, worth a combined $9.73B — down 0.39% from $9.77B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ITUB positions and 35 closed out — a net gain of 11 holders — while 103 added to existing stakes and 147 trimmed.

The largest buyer was BlackRock, adding an estimated $126M. The largest seller was Harding Loevner, cutting an estimated $151M.

  • 343 institutional investors held Itaú Unibanco (ITUB) as of Q1 2019, up from 335 in Q4 2018.
  • Funds reported $9.73B of Itaú Unibanco stock for Q1 2019, down 0.39% quarter-over-quarter.
  • 46 funds opened new Itaú Unibanco positions in Q1 2019 and 35 closed out, a net change of +11 holders.
  • The largest Itaú Unibanco buyer in Q1 2019 was BlackRock, an estimated $126M added.
  • The largest Itaú Unibanco seller in Q1 2019 was Harding Loevner, an estimated $151M sold.

Based on aggregated 13F filings for Q1 2019.