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Itaú Unibanco

294 hedge funds and large institutions have $9.54B invested in Itaú Unibanco in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 107 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $7.81B → $9.54B (+$1.73B)

2.37% more ownership

Funds ownership: 48.08%50.45% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

7% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 46

2% less funds holding

Funds holding: 299294 (-5)

11% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 107

78% less call options, than puts

Call options by funds: $63.1M | Put options by funds: $288M

Holders
294
Holders Change
-5
Holders Change %
-1.67%
% of All Funds
6.72%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
43
Increased
95
Reduced
107
Closed
46
Calls
$63.1M
Puts
$288M
Net Calls
-$225M
Net Calls Change
-$80.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
251
Huntington National Bank
Ohio
$41K -$13.2K -2,451 -24%
GT
252
Glenmede Trust
Pennsylvania
$39K -$5.86K -1,090 -13%
WA
253
WealthTrust-Arizona
Arizona
$39K +$795 +148 +2%
CAW
254
Cornerstone Advisors (Washington)
Washington
$36K +$2.99K +557 +9%
ST
255
Smithfield Trust
Pennsylvania
$33K -$18.3K -3,397 -36%
AAM
256
Advisors Asset Management
Colorado
$28K +$6.48K +1,206 +29%
TJHA
257
Thomas J. Herzfeld Advisors
Florida
$27K +$27.4K +5,106 New
SWM
258
SeaCrest Wealth Management
New York
$23K
FHA
259
Flagship Harbor Advisors
Massachusetts
$22K
SIA
260
SeaBridge Investment Advisors
New Jersey
$22K
HMS
261
Hanseatic Management Services
New Mexico
$21K +$21.5K +3,997 New
LIA
262
LS Investment Advisors
Michigan
$18K
WSTAM
263
Wilbanks Smith & Thomas Asset Management
Virginia
$18K +$18.6K +3,467 New
EFSCE
264
Enterprise Financial Services Corp (EFSC)
Missouri
$17K
RCAG
265
Rehmann Capital Advisory Group
Michigan
$16.1K
Asset Management One
266
Asset Management One
Japan
$14K -$71.7K -13,346 -84%
CFGS
267
Concourse Financial Group Securities
Alabama
$14K +$13.6K +2,538 New
POIA
268
Pin Oak Investment Advisors
Texas
$11K
CFA
269
Carroll Financial Associates
North Carolina
$10K
TRCT
270
Tower Research Capital (TRC)
New York
$9K -$27.3K -5,082 -75%
RFA
271
Reilly Financial Advisors
California
$8K
ZB
272
Zions Bancorporation
Utah
$8K +$8.46K +1,575 New
IA
273
IFP Advisors
Florida
$7K
BL
274
Balentine LLC
Georgia
$7K +$6.66K +1,239 New
PCP
275
Proficio Capital Partners
Massachusetts
$6K -$1.07K -200 -16%

ITUB Hedge Fund Activity: Q3 2018 in Review

294 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q3 2018, worth a combined $9.54B — up 22% from $7.81B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ITUB and 43 opened new positions — a net loss of 3 holders — while 107 trimmed existing stakes and 95 added.

The largest buyer was Vontobel Asset Management, adding an estimated $235M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $92.4M sold.

  • 294 institutional investors held Itaú Unibanco (ITUB) as of Q3 2018, down from 299 in Q2 2018.
  • Funds reported $9.54B of Itaú Unibanco stock for Q3 2018, up 22% quarter-over-quarter.
  • 43 funds opened new Itaú Unibanco positions in Q3 2018 and 46 closed out, a net change of -3 holders.
  • The largest Itaú Unibanco buyer in Q3 2018 was Vontobel Asset Management, an estimated $235M added.
  • The largest Itaú Unibanco seller in Q3 2018 was Arrowstreet Capital, an estimated $92.4M sold.

Based on aggregated 13F filings for Q3 2018.