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Itaú Unibanco

332 hedge funds and large institutions have $4.9B invested in Itaú Unibanco in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 32

3% more funds holding

Funds holding: 323332 (+9)

0.65% more ownership

Funds ownership: 18.97%19.61% (+0.65%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

13% less capital invested

Capital invested by funds: $5.62B → $4.9B (-$718M)

13% less call options, than puts

Call options by funds: $33.8M | Put options by funds: $39.1M

18% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 121

Holders
332
Holders Change
+9
Holders Change %
+2.79%
% of All Funds
4.79%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
46
Increased
99
Reduced
121
Closed
32
Calls
$33.8M
Puts
$39.1M
Net Calls
-$5.24M
Net Calls Change
+$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
251
PDS Planning
Ohio
$88.4K +$17.8K +3,246 +23%
FCG
252
Fielder Capital Group
Tennessee
$88.2K +$93.6K +17,114 New
LNWWM
253
Laird Norton Wetherby Wealth Management
California
$87.1K
PGFC
254
Peapack-Gladstone Financial Corp
New Jersey
$87K
WAS
255
Wealth Advisory Solutions
Indiana
$83.2K +$88.3K +16,133 New
WTC
256
WhitTier Trust Company
Nevada
$82.8K +$45.2K +8,253 +106%
Stifel Financial
257
Stifel Financial
Missouri
$82.7K -$28.1K -5,134 -24%
SCP
258
Sivia Capital Partners
California
$82.6K +$2.34K +428 +3%
RG
259
Rathbones Group
United Kingdom
$81.8K
GC
260
Gratus Capital
Georgia
$81.1K +$86.1K +15,734 New
LFA
261
Legacy Financial Advisors
Kentucky
$79.9K -$22.9K -4,184 -21%
GBT
262
Grove Bank & Trust
Florida
$78.2K -$2.24K -410 -3%
CCM
263
Coldstream Capital Management
Washington
$77.7K +$19K +3,471 +30%
FAFN
264
First Affirmative Financial Network
Colorado
$76.2K +$9.84K +1,799 +14%
KeyBank National Association
265
KeyBank National Association
Ohio
$73K +$77.5K +14,169 New
AAS
266
Avantax Advisory Services
Texas
$72.8K +$77.3K +14,121 New
HB
267
HTLF Bank
Colorado
$71K +$788 +144 +1%
FB
268
Fulton Bank
Pennsylvania
$67.5K -$4.49K -820 -6%
MYIA
269
Mount Yale Investment Advisors
Colorado
$67K -$7.79K -1,423 -10%
Massachusetts Financial Services
270
Massachusetts Financial Services
Massachusetts
$66.4K
Creative Planning
271
Creative Planning
Kansas
$65.3K -$553 -101 -0.8%
S
272
Sunpointe
Missouri
$65.1K +$4.68K +855 +7%
DAS
273
Dynamic Advisor Solutions
Arizona
$65K +$69K +12,618 New
SCA
274
Snowden Capital Advisors
New York
$64.9K +$1.99K +363 +3%
LC
275
Lindbrook Capital
California
$61.9K +$27.2K +4,973 +71%

ITUB Hedge Fund Activity: Q2 2024 in Review

332 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q2 2024, worth a combined $4.9B — down 13% from $5.62B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ITUB positions and 32 closed out — a net gain of 14 holders — while 99 added to existing stakes and 121 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $158M. The largest seller was Perpetual Ltd, cutting an estimated $172M.

  • 332 institutional investors held Itaú Unibanco (ITUB) as of Q2 2024, up from 323 in Q1 2024.
  • Funds reported $4.9B of Itaú Unibanco stock for Q2 2024, down 13% quarter-over-quarter.
  • 46 funds opened new Itaú Unibanco positions in Q2 2024 and 32 closed out, a net change of +14 holders.
  • The largest Itaú Unibanco buyer in Q2 2024 was Arrowstreet Capital, an estimated $158M added.
  • The largest Itaú Unibanco seller in Q2 2024 was Perpetual Ltd, an estimated $172M sold.

Based on aggregated 13F filings for Q2 2024.