Itaú Unibanco
ITUB
298 hedge funds and large institutions have $7.62B invested in Itaú Unibanco in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 118 increasing their positions, 103 reducing their positions, and 30 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 103
13% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 30
0% more funds holding
Funds holding: 297 → 298 (+1)
2.48% less ownership
Funds ownership: 46.49% → 44.01% (-2.5%)
13% less capital invested
Capital invested by funds: $8.8B → $7.62B (-$1.18B)
33% less funds holding in top 10
Funds holding in top 10: 15 → 10 (-5)
65% less call options, than puts
Call options by funds: $26.3M | Put options by funds: $74.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$233M |
| 2 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
+$48.8M |
| 3 |
Citigroup
New York
|
+$35.1M |
| 4 |
Goldman Sachs
New York
|
+$33.1M |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$25.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$278M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$195M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$103M |
| 4 |
Morgan Stanley
New York
|
-$73.5M |
| 5 |
Swedbank
Stockholm,
Sweden
|
-$67.8M |
ITUB Hedge Fund Activity: Q2 2017 in Review
298 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q2 2017, worth a combined $7.62B — down 13% from $8.8B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new ITUB positions and 30 closed out — a net gain of 4 holders — while 118 added to existing stakes and 103 trimmed.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $233M. The largest seller was Schroder Investment Management Group, cutting an estimated $278M.
- 298 institutional investors held Itaú Unibanco (ITUB) as of Q2 2017, up from 297 in Q1 2017.
- Funds reported $7.62B of Itaú Unibanco stock for Q2 2017, down 13% quarter-over-quarter.
- 34 funds opened new Itaú Unibanco positions in Q2 2017 and 30 closed out, a net change of +4 holders.
- The largest Itaú Unibanco buyer in Q2 2017 was Capital Research Global Investors, an estimated $233M added.
- The largest Itaú Unibanco seller in Q2 2017 was Schroder Investment Management Group, an estimated $278M sold.
Based on aggregated 13F filings for Q2 2017.