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Itaú Unibanco

316 hedge funds and large institutions have $9.6B invested in Itaú Unibanco in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 99 increasing their positions, 118 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.19% more ownership

Funds ownership: 32.16%32.34% (+0.19%)

5% less funds holding

Funds holding: 331316 (-15)

10% less capital invested

Capital invested by funds: $10.7B → $9.6B (-$1.07B)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

16% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 118

27% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 48

82% less call options, than puts

Call options by funds: $41.8M | Put options by funds: $236M

Holders
316
Holders Change
-15
Holders Change %
-4.53%
% of All Funds
6.93%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.31%
New
35
Increased
99
Reduced
118
Closed
48
Calls
$41.8M
Puts
$236M
Net Calls
-$194M
Net Calls Change
+$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FCI
226
Financial Counselors Inc
Kansas
$204K -$12.6K -1,940 -6%
ONB
227
Old National Bancorp
Indiana
$202K +$4.39K +677 +2%
M&T Bank
228
M&T Bank
New York
$201K -$6.57K -1,012 -3%
BC
229
Brinker Capital
Pennsylvania
$197K +$49K +7,545 +31%
Balyasny Asset Management
230
Balyasny Asset Management
Illinois
$196K +$208K +32,069 New
ER
231
Enlightenment Research
Florida
$193K +$204K +31,472 New
GT
232
Greenleaf Trust
Michigan
$190K
YWP
233
YorkBridge Wealth Partners
New York
$184K -$2.91K -448 -1%
CIBC World Market
234
CIBC World Market
Ontario, Canada
$155K -$62.4K -9,620 -28%
Mawer Investment Management
235
Mawer Investment Management
Alberta, Canada
$154K +$12.5K +1,924 +8%
BTS
236
BB&T Securities
Virginia
$148K -$7.17K -1,104 -4%
PVWM
237
Point View Wealth Management
New Jersey
$143K
CS
238
Comerica Securities
Michigan
$143K +$15.2K +2,339 +11%
LTFS
239
Ladenburg Thalmann Financial Services
Florida
$135K +$2.94K +453 +2%
MML Investors Services
240
MML Investors Services
Massachusetts
$130K -$31.1K -4,794 -18%
PAS
241
Park Avenue Securities
New York
$130K +$137K +21,170 New
OWA
242
One Wealth Advisors
California
$127K -$8.31K -1,281 -6%
KWA
243
KCS Wealth Advisory
California
$125K -$16.5K -2,544 -11%
CLOS
244
Compagnie Lombard Odier SCmA
Switzerland
$125K -$39.2K -6,036 -23%
BF
245
BOK Financial
Oklahoma
$122K -$3.19K -492 -2%
CAW
246
Cornerstone Advisors (Washington)
Washington
$119K +$3.55K +547 +3%
AAM
247
Advisors Asset Management
Colorado
$119K +$9.33K +1,438 +8%
FGAM
248
Financial Gravity Asset Management
Texas
$110K -$34.1K -5,250 -23%
American Century Companies
249
American Century Companies
Missouri
$110K +$116K +17,905 New
MIFH
250
Migdal Insurance & Financial Holdings
Israel
$106K

ITUB Hedge Fund Activity: Q3 2019 in Review

316 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q3 2019, worth a combined $9.6B — down 10% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of ITUB and 35 opened new positions — a net loss of 13 holders — while 118 trimmed existing stakes and 99 added.

The largest buyer was Fisher Asset Management, adding an estimated $89.2M. The largest seller was BlackRock, cutting an estimated $124M.

  • 316 institutional investors held Itaú Unibanco (ITUB) as of Q3 2019, down from 331 in Q2 2019.
  • Funds reported $9.6B of Itaú Unibanco stock for Q3 2019, down 10% quarter-over-quarter.
  • 35 funds opened new Itaú Unibanco positions in Q3 2019 and 48 closed out, a net change of -13 holders.
  • The largest Itaú Unibanco buyer in Q3 2019 was Fisher Asset Management, an estimated $89.2M added.
  • The largest Itaú Unibanco seller in Q3 2019 was BlackRock, an estimated $124M sold.

Based on aggregated 13F filings for Q3 2019.