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Itaú Unibanco

294 hedge funds and large institutions have $9.54B invested in Itaú Unibanco in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 107 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $7.81B → $9.54B (+$1.73B)

2.37% more ownership

Funds ownership: 48.08%50.45% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

7% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 46

2% less funds holding

Funds holding: 299294 (-5)

11% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 107

78% less call options, than puts

Call options by funds: $63.1M | Put options by funds: $288M

Holders
294
Holders Change
-5
Holders Change %
-1.67%
% of All Funds
6.72%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
43
Increased
95
Reduced
107
Closed
46
Calls
$63.1M
Puts
$288M
Net Calls
-$225M
Net Calls Change
-$80.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
276
Farmers & Merchants Investments Inc
Nebraska
$5K
GRP
277
Global Retirement Partners
California
$5K
ASN
278
Advisory Services Network
Georgia
$4K
TL
279
TrueWealth LLC
Georgia
$4K
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$3K -$1.55K -289 -32%
WT
281
Whittier Trust
California
$3K
SWP
282
Stratos Wealth Partners
Ohio
$3K +$2.89K +538 New
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$2K -$1.28K -239 -35%
GAM
284
Gemmer Asset Management
California
$2K -$177 -33 -8%
CTC
285
Central Trust Company
Missouri
$2K
MSA
286
Marino Stram & Associates
Massachusetts
$2K
TFO
287
Tarbox Family Office
California
$2K
VFA
288
Valeo Financial Advisors
Indiana
$2K
TC
289
Truvestments Capital
Florida
$2K +$1.63K +303 New
GWM
290
Geneos Wealth Management
Colorado
$1K
Toronto Dominion Bank
291
Toronto Dominion Bank
Ontario, Canada
$1K +$666 +124 New
TAIM
292
TD Ameritrade Investment Management
Nebraska
$1K +$1.01K +188 New
Bessemer Group
293
Bessemer Group
New Jersey
$1K +$1.32K +245 New
FHB
294
First Hawaiian Bank
Hawaii
$1K +$1.47K +274 New
Arrowstreet Capital
295
Arrowstreet Capital
Massachusetts
-$92.4M -18,342,631 Closed
Renaissance Technologies
296
Renaissance Technologies
New York
-$54.8M -10,888,403 Closed
D.E. Shaw & Co
297
D.E. Shaw & Co
New York
-$18.6M -3,468,920 Closed
QIM
298
Quantitative Investment Management
Virginia
-$9.89M -1,963,573 Closed
AG
299
Ashmore Group
United Kingdom
-$9.64M -1,914,670 Closed
CAM
300
ClariVest Asset Management
California
-$8.82M -1,752,189 Closed

ITUB Hedge Fund Activity: Q3 2018 in Review

294 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q3 2018, worth a combined $9.54B — up 22% from $7.81B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ITUB and 43 opened new positions — a net loss of 3 holders — while 107 trimmed existing stakes and 95 added.

The largest buyer was Vontobel Asset Management, adding an estimated $235M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $92.4M sold.

  • 294 institutional investors held Itaú Unibanco (ITUB) as of Q3 2018, down from 299 in Q2 2018.
  • Funds reported $9.54B of Itaú Unibanco stock for Q3 2018, up 22% quarter-over-quarter.
  • 43 funds opened new Itaú Unibanco positions in Q3 2018 and 46 closed out, a net change of -3 holders.
  • The largest Itaú Unibanco buyer in Q3 2018 was Vontobel Asset Management, an estimated $235M added.
  • The largest Itaú Unibanco seller in Q3 2018 was Arrowstreet Capital, an estimated $92.4M sold.

Based on aggregated 13F filings for Q3 2018.