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Itaú Unibanco

302 hedge funds and large institutions have $6.38B invested in Itaú Unibanco in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 105 increasing their positions, 103 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

25% more capital invested

Capital invested by funds: $5.1B → $6.38B (+$1.28B)

10% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 42

2% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 103

0.99% more ownership

Funds ownership: 29.14%30.13% (+0.99%)

0% more funds holding

Funds holding: 301302 (+1)

8% less call options, than puts

Call options by funds: $214M | Put options by funds: $232M

Holders
302
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
5.26%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.23%
New
46
Increased
105
Reduced
103
Closed
42
Calls
$214M
Puts
$232M
Net Calls
-$17.9M
Net Calls Change
+$59.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
226
Ethic Inc
New York
$134K +$28.5K +7,070 +30%
GCGDR
227
Genoa Capital Gestora de Recursos
$133K +$166K +41,230 New
IG
228
ING Group
Netherlands
$130K +$41.6K +10,324 +53%
SFA
229
Sequoia Financial Advisors
Ohio
$128K +$1.62K +403 +1%
EDRH
230
Edmond de Rothschild Holding
Switzerland
$126K
Aviva
231
Aviva
United Kingdom
$124K
TSS
232
Two Sigma Securities
New York
$123K -$838K -208,053 -88%
MFW
233
Meristem Family Wealth
Minnesota
$122K -$70.2K -17,415 -39%
Toronto Dominion Bank
234
Toronto Dominion Bank
Ontario, Canada
$120K -$769K -190,846 -87%
Stifel Financial
235
Stifel Financial
Missouri
$112K +$4.77K +1,184 +5%
BL
236
Balentine LLC
Georgia
$108K +$99.3K +24,629 New
FTDI
237
First Trust Direct Indexing
Massachusetts
$106K +$98K +24,311 New
KAS
238
Kestra Advisory Services
Texas
$103K +$7.38K +1,830 +8%
JF
239
Jump Financial
Illinois
$98K +$90.4K +22,425 New
Wolverine Trading
240
Wolverine Trading
Illinois
$96K -$167K -41,381 -65%
PCS
241
Personal CFO Solutions
New Jersey
$93K -$4.99K -1,239 -5%
EBA
242
Eagle Bay Advisors
New York
$93K +$80.9K +20,062 New
1832 Asset Management
243
1832 Asset Management
Ontario, Canada
$92K +$84K +20,853 New
WA
244
Wambolt & Associates
Colorado
$86K -$4.56K -1,131 -5%
FHB
245
First Hawaiian Bank
Hawaii
$82K -$18K -4,474 -19%
MG
246
Mather Group
Illinois
$82K -$1.85K -459 -2%
PIM
247
Perpetual Investment Management
Australia
$80K
ACA
248
Atlas Capital Advisors
Wyoming
$78.4K +$21K +5,218 +41%
Credit Agricole
249
Credit Agricole
France
$74K -$99.7K -24,738 -59%
CLOS
250
Compagnie Lombard Odier SCmA
Switzerland
$73K

ITUB Hedge Fund Activity: Q2 2021 in Review

302 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q2 2021, worth a combined $6.38B — up 25% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ITUB positions and 42 closed out — a net gain of 4 holders — while 105 added to existing stakes and 103 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $81.2M. The largest seller was Harding Loevner, cutting an estimated $35.5M.

  • 302 institutional investors held Itaú Unibanco (ITUB) as of Q2 2021, up from 301 in Q1 2021.
  • Funds reported $6.38B of Itaú Unibanco stock for Q2 2021, up 25% quarter-over-quarter.
  • 46 funds opened new Itaú Unibanco positions in Q2 2021 and 42 closed out, a net change of +4 holders.
  • The largest Itaú Unibanco buyer in Q2 2021 was Baillie Gifford & Co, an estimated $81.2M added.
  • The largest Itaú Unibanco seller in Q2 2021 was Harding Loevner, an estimated $35.5M sold.

Based on aggregated 13F filings for Q2 2021.