We are live on ! Find out more
ITUB icon

Itaú Unibanco

332 hedge funds and large institutions have $4.9B invested in Itaú Unibanco in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 32

3% more funds holding

Funds holding: 323332 (+9)

0.65% more ownership

Funds ownership: 18.97%19.61% (+0.65%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

13% less capital invested

Capital invested by funds: $5.62B → $4.9B (-$718M)

13% less call options, than puts

Call options by funds: $33.8M | Put options by funds: $39.1M

18% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 121

Holders
332
Holders Change
+9
Holders Change %
+2.79%
% of All Funds
4.79%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
46
Increased
99
Reduced
121
Closed
32
Calls
$33.8M
Puts
$39.1M
Net Calls
-$5.24M
Net Calls Change
+$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
276
Huntington National Bank
Ohio
$60.2K +$9.83K +1,796 +18%
AF
277
Aviso Financial
Ontario, Canada
$60K +$63.8K +11,669 New
EWM
278
Empirical Wealth Management
Washington
$59.1K +$62.7K +11,464 New
IRC
279
Investors Research Corp
Georgia
$52K
Carson Wealth (CWM LLC)
280
Carson Wealth (CWM LLC)
Nebraska
$47K +$1.23K +225 +3%
Allspring Global Investments
281
Allspring Global Investments
North Carolina
$35.3K +$2.01K +367 +6%
HNB
282
Hilltop National Bank
Wyoming
$33.4K +$2.39K +436 +7%
GI
283
GAMMA Investing
California
$31.1K +$5.84K +1,067 +22%
BGAI
284
Bruce G. Allen Investments
Colorado
$29.5K +$1.61K +295 +5%
Credit Agricole
285
Credit Agricole
France
$25.6K
CA
286
Clearstead Advisors
Ohio
$25.2K
MIFH
287
Migdal Insurance & Financial Holdings
Israel
$21K
VanEck Associates
288
VanEck Associates
New York
$21K
MG
289
Mather Group
Illinois
$20.6K -$1.02K -187 -5%
BFEC
290
Benjamin F. Edwards & Company
Missouri
$19K +$350 +64 +2%
GRP
291
Global Retirement Partners
California
$17.2K
AWM
292
Avior Wealth Management
Nebraska
$16.7K -$3.25K -593 -15%
PPC
293
Park Place Capital
Alabama
$15.9K
EWA
294
EverSource Wealth Advisors
Alabama
$15K +$553 +101 +4%
TIM
295
Tortoise Investment Management
New York
$12.8K
PS
296
Principal Securities
Iowa
$9.36K +$958 +175 +11%
KFI
297
Key Financial Inc
Pennsylvania
$9.29K
TPCW
298
TD Private Client Wealth
New York
$9.07K +$3.06K +560 +47%
RCG
299
Rock Creek Group
District of Columbia
$7.93K -$4.67K -853 -36%
Toronto Dominion Bank
300
Toronto Dominion Bank
Ontario, Canada
$7.66K

ITUB Hedge Fund Activity: Q2 2024 in Review

332 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q2 2024, worth a combined $4.9B — down 13% from $5.62B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ITUB positions and 32 closed out — a net gain of 14 holders — while 99 added to existing stakes and 121 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $158M. The largest seller was Perpetual Ltd, cutting an estimated $172M.

  • 332 institutional investors held Itaú Unibanco (ITUB) as of Q2 2024, up from 323 in Q1 2024.
  • Funds reported $4.9B of Itaú Unibanco stock for Q2 2024, down 13% quarter-over-quarter.
  • 46 funds opened new Itaú Unibanco positions in Q2 2024 and 32 closed out, a net change of +14 holders.
  • The largest Itaú Unibanco buyer in Q2 2024 was Arrowstreet Capital, an estimated $158M added.
  • The largest Itaú Unibanco seller in Q2 2024 was Perpetual Ltd, an estimated $172M sold.

Based on aggregated 13F filings for Q2 2024.