Itaú Unibanco
ITUB
308 hedge funds and large institutions have $11.6B invested in Itaú Unibanco in 2018 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 112 reducing their positions, and 42 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 12 → 16 (+4)
23% more capital invested
Capital invested by funds: $9.46B → $11.6B (+$2.16B)
1.23% more ownership
Funds ownership: 46.48% → 47.71% (+1.2%)
10% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 42
0% more funds holding
Funds holding: 307 → 308 (+1)
2% less repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 112
69% less call options, than puts
Call options by funds: $39.5M | Put options by funds: $129M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$222M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$133M |
| 3 |
JP Morgan Chase
New York
|
+$103M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$99M |
| 5 |
BS
Banco Santander
Madrid,
Spain
|
+$88.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$106M |
| 2 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$106M |
| 3 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$51.1M |
| 4 |
Citigroup
New York
|
-$48.4M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$42.3M |
ITUB Hedge Fund Activity: Q1 2018 in Review
308 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q1 2018, worth a combined $11.6B — up 23% from $9.46B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new ITUB positions and 42 closed out — a net gain of 4 holders — while 110 added to existing stakes and 112 trimmed.
The largest buyer was OppenheimerFunds, adding an estimated $222M. The largest seller was Schroder Investment Management Group, cutting an estimated $106M.
- 308 institutional investors held Itaú Unibanco (ITUB) as of Q1 2018, up from 307 in Q4 2017.
- Funds reported $11.6B of Itaú Unibanco stock for Q1 2018, up 23% quarter-over-quarter.
- 46 funds opened new Itaú Unibanco positions in Q1 2018 and 42 closed out, a net change of +4 holders.
- The largest Itaú Unibanco buyer in Q1 2018 was OppenheimerFunds, an estimated $222M added.
- The largest Itaú Unibanco seller in Q1 2018 was Schroder Investment Management Group, an estimated $106M sold.
Based on aggregated 13F filings for Q1 2018.