We are live on ! Find out more
ITUB icon

Itaú Unibanco

302 hedge funds and large institutions have $6.38B invested in Itaú Unibanco in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 105 increasing their positions, 103 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

25% more capital invested

Capital invested by funds: $5.1B → $6.38B (+$1.28B)

10% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 42

2% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 103

0.99% more ownership

Funds ownership: 29.14%30.13% (+0.99%)

0% more funds holding

Funds holding: 301302 (+1)

8% less call options, than puts

Call options by funds: $214M | Put options by funds: $232M

Holders
302
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
5.26%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.23%
New
46
Increased
105
Reduced
103
Closed
42
Calls
$214M
Puts
$232M
Net Calls
-$17.9M
Net Calls Change
+$59.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
276
Advisory Services Network
Georgia
$12K +$11.4K +2,821 New
WWM
277
Wolff Wiese Magana
California
$11K
FCA
278
FinTrust Capital Advisors
South Carolina
$10K
FMII
279
Farmers & Merchants Investments Inc
Nebraska
$9K +$1.58K +393 +24%
PCG
280
Private Capital Group
Connecticut
$9K +$1.69K +419 +25%
S
281
SignatureFD
Georgia
$8K -$5.18K -1,285 -42%
RFA
282
Reilly Financial Advisors
California
$7K
PCH
283
Polar Capital Holdings
United Kingdom
$6.33K +$1.67M +414,417 +40%
Bessemer Group
284
Bessemer Group
New Jersey
$6K -$11.7M -2,913,323 -100%
FGAM
285
Financial Gravity Asset Management
Texas
$6K -$516 -128 -8%
HPC
286
HM Payson & Co
Maine
$6K
FPS
287
Fieldpoint Private Securities
Connecticut
$6K +$943 +234 +21%
EFSCE
288
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
BCA
289
Berman Capital Advisors
Georgia
$5K +$387 +96 +8%
GRP
290
Global Retirement Partners
California
$5K +$4.52K +1,121 New
WT
291
Whittier Trust
California
$3K
APA
292
American Portfolios Advisors
New York
$2.87K
AWM
293
Activest Wealth Management
Florida
$2K
FHA
294
First Horizon Advisors
Tennessee
$2K
TAIM
295
TD Ameritrade Investment Management
Nebraska
$2K
AG
296
Ashmore Group
United Kingdom
$1.16K -$193K -47,828 -15%
GWM
297
Geneos Wealth Management
Colorado
$1K -$4K -993 -73%
IA
298
IFP Advisors
Florida
$1K
OSAM
299
O'Shaughnessy Asset Management
Connecticut
$1K
VanEck Associates
300
VanEck Associates
New York
$1K

ITUB Hedge Fund Activity: Q2 2021 in Review

302 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q2 2021, worth a combined $6.38B — up 25% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ITUB positions and 42 closed out — a net gain of 4 holders — while 105 added to existing stakes and 103 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $81.2M. The largest seller was Harding Loevner, cutting an estimated $35.5M.

  • 302 institutional investors held Itaú Unibanco (ITUB) as of Q2 2021, up from 301 in Q1 2021.
  • Funds reported $6.38B of Itaú Unibanco stock for Q2 2021, up 25% quarter-over-quarter.
  • 46 funds opened new Itaú Unibanco positions in Q2 2021 and 42 closed out, a net change of +4 holders.
  • The largest Itaú Unibanco buyer in Q2 2021 was Baillie Gifford & Co, an estimated $81.2M added.
  • The largest Itaú Unibanco seller in Q2 2021 was Harding Loevner, an estimated $35.5M sold.

Based on aggregated 13F filings for Q2 2021.