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Itaú Unibanco

302 hedge funds and large institutions have $6.38B invested in Itaú Unibanco in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 105 increasing their positions, 103 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

25% more capital invested

Capital invested by funds: $5.1B → $6.38B (+$1.28B)

10% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 42

2% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 103

0.99% more ownership

Funds ownership: 29.14%30.13% (+0.99%)

0% more funds holding

Funds holding: 301302 (+1)

8% less call options, than puts

Call options by funds: $214M | Put options by funds: $232M

Holders
302
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
5.26%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.23%
New
46
Increased
105
Reduced
103
Closed
42
Calls
$214M
Puts
$232M
Net Calls
-$17.9M
Net Calls Change
+$59.9M
Name Holding Trade Value Shares
Change
Change in
Stake
DBT
251
Dubuque Bank & Trust
Iowa
$71K +$65.1K +16,161 New
JIC
252
Johnson Investment Counsel
Ohio
$70K
FDCDDQ
253
Federation des caisses Desjardins du Quebec
Quebec, Canada
$69.1K +$63.7K +15,805 New
BC
254
Bridgefront Capital
Texas
$69K +$63.7K +15,814 New
Creative Planning
255
Creative Planning
Kansas
$68K +$4.03K +999 +7%
KP
256
Keel Point
Alabama
$66K -$1.91K -475 -3%
AAM
257
Aureus Asset Management
Massachusetts
$65K
SS
258
Simplicity Solutions
Minnesota
$65K +$59.5K +14,759 New
MIFH
259
Migdal Insurance & Financial Holdings
Israel
$64K
V
260
Veritable
Delaware
$61K -$3.84K -953 -6%
IRC
261
Investors Research Corp
Georgia
$54K
PIM
262
Platinum Investment Management
Australia
$48K -$9.81K -2,435 -18%
AAP
263
Arax Advisory Partners
Colorado
$46K +$42.7K +10,591 New
ST
264
Sageworth Trust
Pennsylvania
$43K
QP
265
Quilter Plc
United Kingdom
$38K +$174K +43,070 New
HNB
266
Huntington National Bank
Ohio
$32K +$9.06K +2,249 +44%
CFGS
267
Concourse Financial Group Securities
Alabama
$31K +$73 +18 +0.3%
CG
268
Cutler Group
California
$30K -$384K -95,378 -93%
PB
269
Pinnacle Bancorp
Nebraska
$26K
EWA
270
Evolution Wealth Advisors
Florida
$24K
LWM
271
Liberty Wealth Management
California
$22K +$20.6K +5,118 New
OFA
272
Oaktree Fund Advisors
California
$20K +$18K +4,476 New
HI
273
Harbour Investments
Wisconsin
$19K -$226 -56 -1%
POIA
274
Pin Oak Investment Advisors
Texas
$16K
CFA
275
Carroll Financial Associates
North Carolina
$14K

ITUB Hedge Fund Activity: Q2 2021 in Review

302 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q2 2021, worth a combined $6.38B — up 25% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ITUB positions and 42 closed out — a net gain of 4 holders — while 105 added to existing stakes and 103 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $81.2M. The largest seller was Harding Loevner, cutting an estimated $35.5M.

  • 302 institutional investors held Itaú Unibanco (ITUB) as of Q2 2021, up from 301 in Q1 2021.
  • Funds reported $6.38B of Itaú Unibanco stock for Q2 2021, up 25% quarter-over-quarter.
  • 46 funds opened new Itaú Unibanco positions in Q2 2021 and 42 closed out, a net change of +4 holders.
  • The largest Itaú Unibanco buyer in Q2 2021 was Baillie Gifford & Co, an estimated $81.2M added.
  • The largest Itaú Unibanco seller in Q2 2021 was Harding Loevner, an estimated $35.5M sold.

Based on aggregated 13F filings for Q2 2021.