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Itaú Unibanco

316 hedge funds and large institutions have $9.6B invested in Itaú Unibanco in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 99 increasing their positions, 118 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.19% more ownership

Funds ownership: 32.16%32.34% (+0.19%)

5% less funds holding

Funds holding: 331316 (-15)

10% less capital invested

Capital invested by funds: $10.7B → $9.6B (-$1.07B)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

16% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 118

27% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 48

82% less call options, than puts

Call options by funds: $41.8M | Put options by funds: $236M

Holders
316
Holders Change
-15
Holders Change %
-4.53%
% of All Funds
6.93%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.31%
New
35
Increased
99
Reduced
118
Closed
48
Calls
$41.8M
Puts
$236M
Net Calls
-$194M
Net Calls Change
+$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KI
326
Kapitalo Investimentos
Brazil
-$2.2M -389,842 Closed
William Blair Investment Management
327
William Blair Investment Management
Illinois
-$1.79M -261,746 Closed
Federated Hermes
328
Federated Hermes
Pennsylvania
-$1.61M -235,462 Closed
WAM
329
Wolverine Asset Management
Illinois
-$1.6M -234,033 Closed
Man Group
330
Man Group
United Kingdom
-$1.53M -223,054 Closed
WCM
331
Weld Capital Management
New York
-$1.27M -184,972 Closed
HF
332
HRT Financial
New York
-$714K -104,310 Closed
William Blair & Company
333
William Blair & Company
Illinois
-$607K -88,489 Closed
LCM
334
Laurion Capital Management
New York
-$585K -85,346 Closed
DTL
335
Dynamic Technology Lab
Singapore
-$442K -64,456 Closed
BDS
336
Banco de Sabadell
Florida
-$401K -58,476 Closed
GI
337
Glovista Investments
New Jersey
-$339K -49,415 Closed
NA
338
Neuburgh Advisers
California
-$323K -47,148 Closed
Simplex Trading
339
Simplex Trading
Illinois
-$268K -41,340 Closed
FCM
340
Flinton Capital Management
Pennsylvania
-$266K -38,828 Closed
UCFA
341
United Capital Financial Advisors
Texas
-$242K -35,418 Closed
IPGDR
342
Investidor Profissional Gestao de Recursos
Brazil
-$216K -31,472 Closed
TAM
343
Tyers Asset Management
Texas
-$209K -30,507 Closed
MLL
344
Moody Lynn & Lieberson
Massachusetts
-$193K -28,174 Closed
RCM
345
Riverhead Capital Management
Delaware
-$168K -24,493 Closed
I
346
IberiaBank
Louisiana
-$158K -23,094 Closed
Janney Montgomery Scott
347
Janney Montgomery Scott
Pennsylvania
-$157K -22,861 Closed
GHCM
348
Glen Harbor Capital Management
California
-$152K -22,187 Closed
MWNA
349
Marshall Wace North America
New York
-$149K -21,730 Closed
CFM
350
Coronation Fund Managers
South Africa
-$140K -20,457 Closed

ITUB Hedge Fund Activity: Q3 2019 in Review

316 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q3 2019, worth a combined $9.6B — down 10% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of ITUB and 35 opened new positions — a net loss of 13 holders — while 118 trimmed existing stakes and 99 added.

The largest buyer was Fisher Asset Management, adding an estimated $89.2M. The largest seller was BlackRock, cutting an estimated $124M.

  • 316 institutional investors held Itaú Unibanco (ITUB) as of Q3 2019, down from 331 in Q2 2019.
  • Funds reported $9.6B of Itaú Unibanco stock for Q3 2019, down 10% quarter-over-quarter.
  • 35 funds opened new Itaú Unibanco positions in Q3 2019 and 48 closed out, a net change of -13 holders.
  • The largest Itaú Unibanco buyer in Q3 2019 was Fisher Asset Management, an estimated $89.2M added.
  • The largest Itaú Unibanco seller in Q3 2019 was BlackRock, an estimated $124M sold.

Based on aggregated 13F filings for Q3 2019.