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Itaú Unibanco

343 hedge funds and large institutions have $9.73B invested in Itaú Unibanco in 2019 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 103 increasing their positions, 147 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

2% more funds holding

Funds holding: 335343 (+8)

0% less capital invested

Capital invested by funds: $9.77B → $9.73B (-$38.3M)

1.02% less ownership

Funds ownership: 32.38%31.36% (-1%)

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

30% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 147

83% less call options, than puts

Call options by funds: $42M | Put options by funds: $242M

Holders
343
Holders Change
+8
Holders Change %
+2.39%
% of All Funds
7.42%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.26%
New
46
Increased
103
Reduced
147
Closed
35
Calls
$42M
Puts
$242M
Net Calls
-$200M
Net Calls Change
+$43M
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
251
BB&T Securities
Virginia
$159K -$56.4K -7,965 -24%
LTFS
252
Ladenburg Thalmann Financial Services
Florida
$153K -$24.2K -3,415 -13%
KWA
253
KCS Wealth Advisory
California
$151K -$66.3K -9,377 -28%
BC
254
Brinker Capital
Pennsylvania
$150K -$43.3K -6,127 -21%
PVWM
255
Point View Wealth Management
New Jersey
$150K -$2.29K -323 -1%
BF
256
BOK Financial
Oklahoma
$147K -$336K -47,479 -67%
SB
257
Suntrust Banks
Georgia
$145K -$45.3K -6,400 -22%
CS
258
Comerica Securities
Michigan
$144K -$12.2K -1,720 -7%
Mawer Investment Management
259
Mawer Investment Management
Alberta, Canada
$144K
OWA
260
One Wealth Advisors
California
$142K -$62K -8,768 -28%
PAS
261
Park Avenue Securities
New York
$140K +$155K +21,888 New
IPGDR
262
Investidor Profissional Gestao de Recursos
Brazil
$139K +$153K +21,624 New
ECM
263
Evergreen Capital Management
Washington
$138K +$152K +21,503 New
Janney Montgomery Scott
264
Janney Montgomery Scott
Pennsylvania
$134K -$60.1K -8,492 -29%
NAM
265
Nissay Asset Management
Japan
$134K +$15.1K +2,128 +11%
MIFH
266
Migdal Insurance & Financial Holdings
Israel
$132K +$3.89K +550 +3%
JIC
267
Johnson Investment Counsel
Ohio
$125K -$1.56K -221 -1%
VF
268
Virtu Financial
New York
$122K -$630K -89,113 -82%
BCM
269
BlueCrest Capital Management
Jersey
$120K +$132K +18,651 New
CG
270
Caprock Group
Idaho
$116K -$40.6K -5,740 -24%
TST
271
Tech Square Trading
Massachusetts
$116K +$128K +18,059 New
SFA
272
Sequoia Financial Advisors
Ohio
$114K -$64.7K -9,149 -34%
Creative Planning
273
Creative Planning
Kansas
$114K -$52.3K -7,388 -29%
Bank of Nova Scotia
274
Bank of Nova Scotia
Ontario, Canada
$111K +$123K +17,383 New
SCM
275
Sterling Capital Management
North Carolina
$107K -$80K -11,309 -40%

ITUB Hedge Fund Activity: Q1 2019 in Review

343 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q1 2019, worth a combined $9.73B — down 0.39% from $9.77B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ITUB positions and 35 closed out — a net gain of 11 holders — while 103 added to existing stakes and 147 trimmed.

The largest buyer was BlackRock, adding an estimated $126M. The largest seller was Harding Loevner, cutting an estimated $151M.

  • 343 institutional investors held Itaú Unibanco (ITUB) as of Q1 2019, up from 335 in Q4 2018.
  • Funds reported $9.73B of Itaú Unibanco stock for Q1 2019, down 0.39% quarter-over-quarter.
  • 46 funds opened new Itaú Unibanco positions in Q1 2019 and 35 closed out, a net change of +11 holders.
  • The largest Itaú Unibanco buyer in Q1 2019 was BlackRock, an estimated $126M added.
  • The largest Itaú Unibanco seller in Q1 2019 was Harding Loevner, an estimated $151M sold.

Based on aggregated 13F filings for Q1 2019.