Itaú Unibanco
ITUB
267 hedge funds and large institutions have $4.1B invested in Itaú Unibanco in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 87 increasing their positions, 106 reducing their positions, and 32 closing their positions.
8% more capital invested
Capital invested by funds: $3.78B → $4.1B (+$319M)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
6% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 32
1.7% less ownership
Funds ownership: 20.62% → 18.92% (-1.7%)
2% less funds holding
Funds holding: 273 → 267 (-6)
18% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 106
53% less call options, than puts
Call options by funds: $43.3M | Put options by funds: $92.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PG
Pendal Group
Sydney,
Australia
|
+$182M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$31.1M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$19.4M |
| 4 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$18M |
| 5 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$138M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$123M |
| 3 |
Morgan Stanley
New York
|
-$92.2M |
| 4 |
JP Morgan Chase
New York
|
-$55.5M |
| 5 |
Goldman Sachs
New York
|
-$23.2M |
ITUB Hedge Fund Activity: Q3 2022 in Review
267 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q3 2022, worth a combined $4.1B — up 8.4% from $3.78B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of ITUB and 30 opened new positions — a net loss of 2 holders — while 106 trimmed existing stakes and 87 added.
The largest buyer was Pendal Group, adding an estimated $182M. The largest seller was Bank of America, cutting an estimated $138M.
- 267 institutional investors held Itaú Unibanco (ITUB) as of Q3 2022, down from 273 in Q2 2022.
- Funds reported $4.1B of Itaú Unibanco stock for Q3 2022, up 8.4% quarter-over-quarter.
- 30 funds opened new Itaú Unibanco positions in Q3 2022 and 32 closed out, a net change of -2 holders.
- The largest Itaú Unibanco buyer in Q3 2022 was Pendal Group, an estimated $182M added.
- The largest Itaú Unibanco seller in Q3 2022 was Bank of America, an estimated $138M sold.
Based on aggregated 13F filings for Q3 2022.