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Itaú Unibanco

316 hedge funds and large institutions have $9.6B invested in Itaú Unibanco in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 99 increasing their positions, 118 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.19% more ownership

Funds ownership: 32.16%32.34% (+0.19%)

5% less funds holding

Funds holding: 331316 (-15)

10% less capital invested

Capital invested by funds: $10.7B → $9.6B (-$1.07B)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

16% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 118

27% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 48

82% less call options, than puts

Call options by funds: $41.8M | Put options by funds: $236M

Holders
316
Holders Change
-15
Holders Change %
-4.53%
% of All Funds
6.93%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.31%
New
35
Increased
99
Reduced
118
Closed
48
Calls
$41.8M
Puts
$236M
Net Calls
-$194M
Net Calls Change
+$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
T2I
251
Turim 21 Investimentos
Brazil
$105K -$14.8M -2,279,774 -99%
CG
252
Caprock Group
Idaho
$104K +$169 +26 +0.2%
MFW
253
Meristem Family Wealth
Minnesota
$104K +$110K +16,918 New
BWP
254
Baldwin Wealth Partners
Massachusetts
$103K +$109K +16,781 New
SFA
255
Sequoia Financial Advisors
Ohio
$102K +$1.41K +217 +1%
HIIFS
256
Harel Insurance Investments & Financial Services
Israel
$101K -$205K -31,610 -66%
WHG
257
Westwood Holdings Group
Texas
$100K +$106K +16,348 New
JIC
258
Johnson Investment Counsel
Ohio
$99K -$19.1K -2,948 -15%
Creative Planning
259
Creative Planning
Kansas
$99K +$513 +79 +0.5%
Qube Research & Technologies (QRT)
260
Qube Research & Technologies (QRT)
United Kingdom
$99K +$105K +16,246 New
BCM
261
Bluefin Capital Management
New York
$97K -$19.6K -3,024 -16%
S
262
SignatureFD
Georgia
$97K -$9.05K -1,395 -8%
SCM
263
Sterling Capital Management
North Carolina
$96K -$513 -79 -0.5%
HighTower Advisors
264
HighTower Advisors
Illinois
$93K +$714 +110 +0.7%
MC
265
Miles Capital
Iowa
$91K
STMM
266
South Texas Money Management
Texas
$91K +$96.9K +14,931 New
NAM
267
Nissay Asset Management
Japan
$86K -$44.9K -6,919 -33%
CAM
268
Cresset Asset Management
Illinois
$85K +$89.8K +13,831 New
IRC
269
Investors Research Corp
Georgia
$75K
RCAG
270
Rehmann Capital Advisory Group
Michigan
$73.9K +$44.2K +6,818 +130%
GFPC
271
Global Financial Private Capital
Florida
$66K -$2.68K -413 -4%
CG
272
Cutler Group
California
$54K
LWCFA
273
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$48K
VEA
274
Virtus ETF Advisers
New York
$45K +$6.71K +1,034 +17%
ST
275
Smithfield Trust
Pennsylvania
$44K -$1.02K -157 -2%

ITUB Hedge Fund Activity: Q3 2019 in Review

316 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q3 2019, worth a combined $9.6B — down 10% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of ITUB and 35 opened new positions — a net loss of 13 holders — while 118 trimmed existing stakes and 99 added.

The largest buyer was Fisher Asset Management, adding an estimated $89.2M. The largest seller was BlackRock, cutting an estimated $124M.

  • 316 institutional investors held Itaú Unibanco (ITUB) as of Q3 2019, down from 331 in Q2 2019.
  • Funds reported $9.6B of Itaú Unibanco stock for Q3 2019, down 10% quarter-over-quarter.
  • 35 funds opened new Itaú Unibanco positions in Q3 2019 and 48 closed out, a net change of -13 holders.
  • The largest Itaú Unibanco buyer in Q3 2019 was Fisher Asset Management, an estimated $89.2M added.
  • The largest Itaú Unibanco seller in Q3 2019 was BlackRock, an estimated $124M sold.

Based on aggregated 13F filings for Q3 2019.