We are live on ! Find out more
ITUB icon

Itaú Unibanco
ITUB

283 hedge funds and large institutions have $9.61B invested in Itaú Unibanco in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 99 increasing their positions, 109 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $7.62B → $9.61B (+$1.99B)

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

0.82% more ownership

Funds ownership: 44.01% → 44.83% (+0.82%)

9% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 109

5% less funds holding

Funds holding: 298 → 283 (-15)

29% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 28

64% less call options, than puts

Call options by funds: $29.5M | Put options by funds: $81.7M

Holders
283
Holders Change
-15
Holders Change %
-5.03%
% of All Funds
7.06%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
20
Increased
99
Reduced
109
Closed
28
Calls
$29.5M
Puts
$81.7M
Net Calls
-$52.2M
Net Calls Change
-$4.24M

Top Buyers

1
MIP
Mondrian Investment Partners
United Kingdom
+$217M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$94.1M
3
HL
Harding Loevner
New Jersey
+$81.4M
4
UBS AM
UBS AM
Illinois
+$76M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$65.5M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$112M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$88.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$86.5M
4
BlackRock
BlackRock
New York
-$59.8M
5
Citigroup
Citigroup
New York
-$52.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
276
Geneos Wealth Management
Colorado
$2K -$3.68K -602 -62%
FHA
277
First Horizon Advisors
Tennessee
$2K -$2.63K -431 -53%
DAM
278
Delta Asset Management
Tennessee
$2K – – –
AAP
279
Arax Advisory Partners
Colorado
$2K +$275 +45 +14%
BONST
280
Bank of Nova Scotia Trust
Ontario, Canada
$2K +$1.45K +237 New
ED
281
Exane Derivatives
France
$1.93K -$28K -4,576 -94%
IWM
282
IHT Wealth Management
Illinois
$1K – – –
Northwestern Mutual Wealth Management
283
Northwestern Mutual Wealth Management
Wisconsin
$1K – – –
AG
284
Ashmore Group
United Kingdom
– -$19.7M -3,683,256 Closed
CFM
285
Coronation Fund Managers
South Africa
– -$10.7M -1,988,269 Closed
Balyasny Asset Management
286
Balyasny Asset Management
Illinois
– -$10.5M -1,949,789 Closed
Renaissance Technologies
287
Renaissance Technologies
New York
– -$8.9M -1,660,634 Closed
Nomura Holdings
288
Nomura Holdings
Japan
– -$2.2M -359,788 Closed
LCM
289
Laurion Capital Management
New York
– -$1.1M -180,587 Closed
MWNA
290
Marshall Wace North America
New York
– -$957K -179,366 Closed
Federated Hermes
291
Federated Hermes
Pennsylvania
– -$884K -164,919 Closed
NCM
292
Newfoundland Capital Management
Brazil
– -$857K -159,560 Closed
Wolverine Trading
293
Wolverine Trading
Illinois
– -$602K -98,508 Closed
NIPH
294
NN Investment Partners Holdings
Netherlands
– -$510K -95,128 Closed
AI
295
Ariel Investments
Illinois
– -$441K -82,190 Closed
Connor, Clark & Lunn Investment Management (CC&L)
296
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$381K -71,060 Closed
FPF
297
FNY Partners Fund
New York
– -$254K -47,414 Closed
QC
298
Quadrature Capital
United Kingdom
– -$212K -39,581 Closed
QC
299
QCM Cayman
Texas
– -$165K -30,706 Closed
GI
300
Glovista Investments
New Jersey
– -$137K -25,546 Closed
9 10 11
12
13

ITUB Hedge Fund Activity: Q3 2017 in Review

283 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q3 2017, worth a combined $9.61B — up 26% from $7.62B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of ITUB and 20 opened new positions — a net loss of 8 holders — while 109 trimmed existing stakes and 99 added.

The largest buyer was Mondrian Investment Partners, opening a new position worth an estimated $217M. The largest seller was Schroder Investment Management Group, cutting an estimated $112M.

  • 283 institutional investors held Itaú Unibanco (ITUB) as of Q3 2017, down from 298 in Q2 2017.
  • Funds reported $9.61B of Itaú Unibanco stock for Q3 2017, up 26% quarter-over-quarter.
  • 20 funds opened new Itaú Unibanco positions in Q3 2017 and 28 closed out, a net change of -8 holders.
  • The largest Itaú Unibanco buyer in Q3 2017 was Mondrian Investment Partners, an estimated $217M added.
  • The largest Itaú Unibanco seller in Q3 2017 was Schroder Investment Management Group, an estimated $112M sold.

Based on aggregated 13F filings for Q3 2017.