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Itaú Unibanco

316 hedge funds and large institutions have $9.6B invested in Itaú Unibanco in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 99 increasing their positions, 118 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.19% more ownership

Funds ownership: 32.16%32.34% (+0.19%)

5% less funds holding

Funds holding: 331316 (-15)

10% less capital invested

Capital invested by funds: $10.7B → $9.6B (-$1.07B)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

16% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 118

27% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 48

82% less call options, than puts

Call options by funds: $41.8M | Put options by funds: $236M

Holders
316
Holders Change
-15
Holders Change %
-4.53%
% of All Funds
6.93%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.31%
New
35
Increased
99
Reduced
118
Closed
48
Calls
$41.8M
Puts
$236M
Net Calls
-$194M
Net Calls Change
+$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
276
Lindbrook Capital
California
$43K -$1.26K -195 -3%
FCA
277
FinTrust Capital Advisors
South Carolina
$37K
SIAS
278
Shine Investment Advisory Services
Colorado
$35K -$18.6K -2,870 -34%
HNB
279
Huntington National Bank
Ohio
$30K
SIA
280
SeaBridge Investment Advisors
New Jersey
$25K
HMS
281
Hanseatic Management Services
New Mexico
$24K
Credit Agricole
282
Credit Agricole
France
$20K +$65 +10 +0.3%
EFSCE
283
Enterprise Financial Services Corp (EFSC)
Missouri
$19K
BCA
284
Berman Capital Advisors
Georgia
$19K +$182 +28 +0.9%
PB
285
Pinnacle Bancorp
Nebraska
$19K +$5.23K +806 +36%
TJHA
286
Thomas J. Herzfeld Advisors
Florida
$18K
Asset Management One
287
Asset Management One
Japan
$15K -$50.7K -7,820 -76%
CFGS
288
Concourse Financial Group Securities
Alabama
$15K -$3.16K -487 -16%
BL
289
Balentine LLC
Georgia
$12K
MAM
290
Meeder Asset Management
Ohio
$12K
RFA
291
Reilly Financial Advisors
California
$9K
SFS
292
Sowell Financial Services
Arkansas
$9K +$9.81K +1,512 New
ASN
293
Advisory Services Network
Georgia
$8K
FMII
294
Farmers & Merchants Investments Inc
Nebraska
$8K
POIA
295
Pin Oak Investment Advisors
Texas
$8K
WT
296
Whittier Trust
California
$8K
CFA
297
Carroll Financial Associates
North Carolina
$7K
RIA
298
Realta Investment Advisors
Delaware
$7K
Northwestern Mutual Wealth Management
299
Northwestern Mutual Wealth Management
Wisconsin
$6K -$3.49K -538 -36%
TAIM
300
TD Ameritrade Investment Management
Nebraska
$5K -$3.46K -534 -41%

ITUB Hedge Fund Activity: Q3 2019 in Review

316 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q3 2019, worth a combined $9.6B — down 10% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of ITUB and 35 opened new positions — a net loss of 13 holders — while 118 trimmed existing stakes and 99 added.

The largest buyer was Fisher Asset Management, adding an estimated $89.2M. The largest seller was BlackRock, cutting an estimated $124M.

  • 316 institutional investors held Itaú Unibanco (ITUB) as of Q3 2019, down from 331 in Q2 2019.
  • Funds reported $9.6B of Itaú Unibanco stock for Q3 2019, down 10% quarter-over-quarter.
  • 35 funds opened new Itaú Unibanco positions in Q3 2019 and 48 closed out, a net change of -13 holders.
  • The largest Itaú Unibanco buyer in Q3 2019 was Fisher Asset Management, an estimated $89.2M added.
  • The largest Itaú Unibanco seller in Q3 2019 was BlackRock, an estimated $124M sold.

Based on aggregated 13F filings for Q3 2019.