Itaú Unibanco
ITUB
283 hedge funds and large institutions have $4.4B invested in Itaú Unibanco in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 92 increasing their positions, 103 reducing their positions, and 31 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
0.09% less ownership
Funds ownership: 19.22% → 19.14% (-0.09%)
6% less call options, than puts
Call options by funds: $34.7M | Put options by funds: $36.8M
6% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 31
1% less funds holding
Funds holding: 287 → 283 (-4)
9% less capital invested
Capital invested by funds: $4.85B → $4.4B (-$451M)
11% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 103
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$96M |
| 2 |
Goldman Sachs
New York
|
+$60.1M |
| 3 |
AP
Antipodes Partners
Royal Exchange,
Australia
|
+$47.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$25.5M |
| 5 |
BlackRock
New York
|
+$17.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$58M |
| 2 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$34.8M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$28.6M |
| 4 |
PL
Perpetual Ltd
Sydney, New South Wales,
Australia
|
-$23.6M |
| 5 |
Jane Street
New York
|
-$21.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JF
301
Jump Financial
Chicago,
Illinois
| – | -$117K | -22,445 | Closed |
|
|
YIH
302
Y-Intercept (HK)
Hong Kong
| – | -$116K | -22,330 | Closed |
|
|
SSG
303
Summit Securities Group
New York
| – | -$80K | -15,323 | Closed |
|
|
SW
304
SVB Wealth
Boston,
Massachusetts
| – | -$70.6K | -13,557 | Closed |
|
|
DCM
305
DGS Capital Management
Jersey City,
New Jersey
| – | -$63.8K | -12,242 | Closed |
|
|
DWT
306
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| – | -$62.8K | -12,063 | Closed |
|
307
Prudential Financial
Newark,
New Jersey
| – | -$62.2K | -11,947 | Closed |
|
|
HIA
308
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$48K | -9,214 | Closed |
|
309
Bessemer Group
Woodbridge,
New Jersey
| – | -$9K | -1,666 | Closed |
|
|
TJHA
310
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$2.4K | -461 | Closed |
|
|
SSB
311
Sandy Spring Bank
Olney,
Maryland
| – | -$1.85K | -356 | Closed |
|
|
IA
312
IFP Advisors
Tampa,
Florida
| – | -$1.76K | -338 | Closed |
|
|
HI
313
Harbour Investments
Madison,
Wisconsin
| – | -$661 | -127 | Closed |
|
ITUB Hedge Fund Activity: Q3 2023 in Review
283 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q3 2023, worth a combined $4.4B — down 9.3% from $4.85B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of ITUB and 29 opened new positions — a net loss of 2 holders — while 103 trimmed existing stakes and 92 added.
The largest buyer was Fisher Asset Management, adding an estimated $96M. The largest seller was Orbis Allan Gray, exiting entirely with an estimated $58M sold.
- 283 institutional investors held Itaú Unibanco (ITUB) as of Q3 2023, down from 287 in Q2 2023.
- Funds reported $4.4B of Itaú Unibanco stock for Q3 2023, down 9.3% quarter-over-quarter.
- 29 funds opened new Itaú Unibanco positions in Q3 2023 and 31 closed out, a net change of -2 holders.
- The largest Itaú Unibanco buyer in Q3 2023 was Fisher Asset Management, an estimated $96M added.
- The largest Itaú Unibanco seller in Q3 2023 was Orbis Allan Gray, an estimated $58M sold.
Based on aggregated 13F filings for Q3 2023.