Itaú Unibanco
ITUB
283 hedge funds and large institutions have $9.61B invested in Itaú Unibanco in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 99 increasing their positions, 109 reducing their positions, and 28 closing their positions.
26% more capital invested
Capital invested by funds: $7.62B → $9.61B (+$1.99B)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
0.82% more ownership
Funds ownership: 44.01% → 44.83% (+0.82%)
9% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 109
5% less funds holding
Funds holding: 298 → 283 (-15)
29% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 28
64% less call options, than puts
Call options by funds: $29.5M | Put options by funds: $81.7M
Top Buyers
Top Sellers
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$112M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$88.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$86.5M |
| 4 |
BlackRock
New York
|
-$59.8M |
| 5 |
Citigroup
New York
|
-$52.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FRM
301
Fox Run Management
Greenwich,
Connecticut
| – | -$133K | -24,738 | Closed |
|
|
PAS
302
Park Avenue Securities
New York
| – | -$137K | -24,606 | Closed |
|
|
AAM
303
Advisors Asset Management
Monument,
Colorado
| – | -$112K | -20,910 | Closed |
|
|
GH
304
GAM Holding
Zurich,
Switzerland
| – | -$75K | -14,018 | Closed |
|
305
Creative Planning
Overland Park,
Kansas
| – | -$63K | -11,689 | Closed |
|
306
Simplex Trading
Chicago,
Illinois
| – | -$47.3K | -7,739 | Closed |
|
|
GXMC
307
Global X Management Company
New York
| – | -$31K | -5,857 | Closed |
|
|
IR
308
Invictus RG
Hamilton,
Bermuda
| – | -$8K | -1,561 | Closed |
|
309
Bessemer Group
Woodbridge,
New Jersey
| – | -$4K | -769 | Closed |
|
|
AIM
310
Acrospire Investment Management
Chicago,
Illinois
| – | -$4K | -674 | Closed |
|
ITUB Hedge Fund Activity: Q3 2017 in Review
283 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q3 2017, worth a combined $9.61B — up 26% from $7.62B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of ITUB and 20 opened new positions — a net loss of 8 holders — while 109 trimmed existing stakes and 99 added.
The largest buyer was Mondrian Investment Partners, opening a new position worth an estimated $217M. The largest seller was Schroder Investment Management Group, cutting an estimated $112M.
- 283 institutional investors held Itaú Unibanco (ITUB) as of Q3 2017, down from 298 in Q2 2017.
- Funds reported $9.61B of Itaú Unibanco stock for Q3 2017, up 26% quarter-over-quarter.
- 20 funds opened new Itaú Unibanco positions in Q3 2017 and 28 closed out, a net change of -8 holders.
- The largest Itaú Unibanco buyer in Q3 2017 was Mondrian Investment Partners, an estimated $217M added.
- The largest Itaú Unibanco seller in Q3 2017 was Schroder Investment Management Group, an estimated $112M sold.
Based on aggregated 13F filings for Q3 2017.