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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
TRCT
301
Tower Research Capital (TRC)
New York
$27K +$20.4K +2,886 +210%
SIA
302
SeaBridge Investment Advisors
New Jersey
$26K
CFGS
303
Concourse Financial Group Securities
Alabama
$23K -$1.25K -176 -5%
Credit Agricole
304
Credit Agricole
France
$21K +$22.6K +3,198 New
LFA
305
Legacy Financial Advisors
Kentucky
$20K -$26.7K -3,770 -55%
AIA
306
Alera Investment Advisors
Illinois
$20K -$5.62K -795 -20%
EFSCE
307
Enterprise Financial Services Corp (EFSC)
Missouri
$20K
BCA
308
Berman Capital Advisors
Georgia
$20K +$13.5K +1,903 +148%
SQA
309
Simon Quick Advisors
New Jersey
$18K +$19.4K +2,749 New
CBT
310
Capital Bank & Trust
California
$17K +$19.2K +2,709 New
PB
311
Pinnacle Bancorp
Nebraska
$14K
TJHA
312
Thomas J. Herzfeld Advisors
Florida
$10K -$1.24K -175 -10%
TAIM
313
TD Ameritrade Investment Management
Nebraska
$10K +$1.76K +249 +20%
POIA
314
Pin Oak Investment Advisors
Texas
$9K -$5.53K -781 -36%
RFA
315
Reilly Financial Advisors
California
$9K
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$9K +$8.44K +1,193 +706%
PFO
317
Pathstone Family Office
New Jersey
$9K +$10.1K +1,427 New
CFA
318
Carroll Financial Associates
North Carolina
$8K -$4.38K -619 -32%
BL
319
Balentine LLC
Georgia
$8K
FMII
320
Farmers & Merchants Investments Inc
Nebraska
$7K +$1.4K +198 +21%
GRP
321
Global Retirement Partners
California
$6K
TL
322
TrueWealth LLC
Georgia
$5K
CFB
323
Cullen/Frost Bankers
Texas
$5K +$5.63K +796 New
MSA
324
Marino Stram & Associates
Massachusetts
$4K -$2.27K -321 -36%
PCP
325
Proficio Capital Partners
Massachusetts
$4K -$835 -118 -15%

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.