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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
SWS
301
SYSTM Wealth Solutions
Illinois
$7.31K -$12.5K -2,282 -62%
W
302
WealthCollab
Washington
$7.18K
AGWCA
303
Annis Gardner Whiting Capital Advisors
Florida
$6.17K
JWA
304
JFS Wealth Advisors
Pennsylvania
$6.04K
FCA
305
FinTrust Capital Advisors
South Carolina
$5.74K
BFA
306
BBJS Financial Advisors
Washington
$4.07K +$4.32K +790 New
NS
307
NBC Securities
Alabama
$4K -$295 -54 -6%
FHA
308
First Horizon Advisors
Tennessee
$3.52K
AF
309
Allworth Financial
California
$3.37K
FFA
310
Farther Finance Advisors
California
$3.35K +$60 +11 +2%
FFC
311
First Financial Corp
Indiana
$2.84K
BCMLT
312
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.98K
LIA
313
Lynx Investment Advisory
District of Columbia
$1.89K +$2.01K +367 New
FFA
314
Frazier Financial Advisors
Ohio
$1.82K -$350 -64 -15%
HWP
315
Highline Wealth Partners
California
$1.8K +$1.92K +350 New
FDCDDQ
316
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.75K
Jones Financial Companies
317
Jones Financial Companies
Missouri
$1.68K -$3.83K -700 -68%
AF
318
Advisornet Financial
Minnesota
$1.41K -$378 -69 -20%
National Bank of Canada
319
National Bank of Canada
Quebec, Canada
$1.32K -$143K -26,064 -99%
CAM
320
ClariVest Asset Management
California
$1.16K
OWA
321
Opal Wealth Advisors
New York
$1.01K +$1.07K +196 New
HGERS
322
Householder Group Estate & Retirement Specialist
Arizona
$1K +$1.24K +227 New
HI
323
Horizon Investments
North Carolina
$898
HCM
324
Hollencrest Capital Management
California
$864
KB
325
Kimelman & Baird
New York
$777 +$826 +151 New

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.