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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
WT
326
Whittier Trust
California
$4K
ESB
327
Essex Savings Bank
Connecticut
$3K -$2.76K -390 -42%
FHB
328
First Hawaiian Bank
Hawaii
$3K
GAM
329
Gemmer Asset Management
California
$3K
LWA
330
Lenox Wealth Advisors
New York
$3K +$2.83K +400 New
Bessemer Group
331
Bessemer Group
New Jersey
$2K
CTC
332
Central Trust Company
Missouri
$2K
FHA
333
Flagship Harbor Advisors
Massachusetts
$2K
GWM
334
Geneos Wealth Management
Colorado
$2K
PCG
335
Private Capital Group
Connecticut
$2K
VFA
336
Valeo Financial Advisors
Indiana
$2K
NFG
337
Next Financial Group
Texas
$2K +$2.57K +363 New
NFH
338
NEXT Financial Holdings
Texas
$2K +$2.57K +363 New
IA
339
IFP Advisors
Florida
$1K -$3.13K -443 -71%
Toronto Dominion Bank
340
Toronto Dominion Bank
Ontario, Canada
$1K +$580 +82 +66%
AF
341
Allworth Financial
California
$1K +$1.1K +155 New
WA
342
WP Advisors
California
$264 -$73.9K -10,452 -72%
GT
343
Glenmede Trust
Pennsylvania
$53 +$3.44K +487 +6%
DCM
344
Driehaus Capital Management
Illinois
-$46.4M -6,978,591 Closed
GQG Partners
345
GQG Partners
Florida
-$33.5M -5,040,202 Closed
Arrowstreet Capital
346
Arrowstreet Capital
Massachusetts
-$6.72M -1,011,068 Closed
SR
347
Sloane Robinson
United Kingdom
-$5.62M -845,625 Closed
BBP
348
Banco BTG Pactual
Brazil
-$1.46M -221,744 Closed
OAM
349
Ostrum Asset Management
France
-$1.36M -204,088 Closed
JG
350
Jefferies Group
New York
-$1.01M -151,863 Closed

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.