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Itaú Unibanco

343 hedge funds and large institutions have $9.73B invested in Itaú Unibanco in 2019 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 103 increasing their positions, 147 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

2% more funds holding

Funds holding: 335343 (+8)

0% less capital invested

Capital invested by funds: $9.77B → $9.73B (-$38.3M)

1.02% less ownership

Funds ownership: 32.38%31.36% (-1%)

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

30% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 147

83% less call options, than puts

Call options by funds: $42M | Put options by funds: $242M

Holders
343
Holders Change
+8
Holders Change %
+2.39%
% of All Funds
7.42%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.26%
New
46
Increased
103
Reduced
147
Closed
35
Calls
$42M
Puts
$242M
Net Calls
-$200M
Net Calls Change
+$43M
Name Holding Trade Value Shares
Change
Change in
Stake
B
276
Bailard
California
$106K -$243K -34,358 -68%
USAA
277
United Services Automobile Association
Texas
$105K -$39.6K -5,603 -26%
MC
278
Miles Capital
Iowa
$103K +$1.57K +222 +1%
HighTower Advisors
279
HighTower Advisors
Illinois
$101K -$83.7K -11,831 -43%
CAM
280
Cidel Asset Management
Ontario, Canada
$100K
GI
281
Glovista Investments
New Jersey
$95K -$23.2K -3,275 -18%
IRC
282
Investors Research Corp
Georgia
$79K +$86.6K +12,247 New
CAM
283
Cresset Asset Management
Illinois
$77K -$21.9K -3,098 -21%
AAM
284
Advisors Asset Management
Colorado
$75K +$27.3K +3,852 +50%
AC
285
Avestar Capital
New York
$67K -$50.8K -7,174 -37%
Asset Management One
286
Asset Management One
Japan
$66K +$55.3K +7,820 +310%
SIAS
287
Shine Investment Advisory Services
Colorado
$58K -$2.72K -385 -4%
ASN
288
Advisory Services Network
Georgia
$50K
LWCFA
289
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$50K
LC
290
Lindbrook Capital
California
$49K
CAW
291
Cornerstone Advisors (Washington)
Washington
$49K +$1.02K +144 +2%
ST
292
Smithfield Trust
Pennsylvania
$47K +$8.79K +1,243 +20%
FA
293
Fortis Advisors
Pennsylvania
$46K
FCA
294
FinTrust Capital Advisors
South Carolina
$45K -$15.9K -2,251 -24%
RCAG
295
Rehmann Capital Advisory Group
Michigan
$40.4K -$2.51K -355 -5%
PA
296
Parallel Advisors
California
$34K +$37.3K +5,269 New
HNB
297
Huntington National Bank
Ohio
$30K -$18.8K -2,654 -36%
ALAM
298
Asahi Life Asset Management
Japan
$29K -$5.84K -825 -15%
SWM
299
SeaCrest Wealth Management
New York
$28K
HMS
300
Hanseatic Management Services
New Mexico
$27K +$2.75K +388 +10%

ITUB Hedge Fund Activity: Q1 2019 in Review

343 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q1 2019, worth a combined $9.73B — down 0.39% from $9.77B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ITUB positions and 35 closed out — a net gain of 11 holders — while 103 added to existing stakes and 147 trimmed.

The largest buyer was BlackRock, adding an estimated $126M. The largest seller was Harding Loevner, cutting an estimated $151M.

  • 343 institutional investors held Itaú Unibanco (ITUB) as of Q1 2019, up from 335 in Q4 2018.
  • Funds reported $9.73B of Itaú Unibanco stock for Q1 2019, down 0.39% quarter-over-quarter.
  • 46 funds opened new Itaú Unibanco positions in Q1 2019 and 35 closed out, a net change of +11 holders.
  • The largest Itaú Unibanco buyer in Q1 2019 was BlackRock, an estimated $126M added.
  • The largest Itaú Unibanco seller in Q1 2019 was Harding Loevner, an estimated $151M sold.

Based on aggregated 13F filings for Q1 2019.