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Itaú Unibanco

302 hedge funds and large institutions have $6.38B invested in Itaú Unibanco in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 105 increasing their positions, 103 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

25% more capital invested

Capital invested by funds: $5.1B → $6.38B (+$1.28B)

10% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 42

2% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 103

0.99% more ownership

Funds ownership: 29.14%30.13% (+0.99%)

0% more funds holding

Funds holding: 301302 (+1)

8% less call options, than puts

Call options by funds: $214M | Put options by funds: $232M

Holders
302
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
5.26%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.23%
New
46
Increased
105
Reduced
103
Closed
42
Calls
$214M
Puts
$232M
Net Calls
-$17.9M
Net Calls Change
+$59.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
326
Beacon Investment Advisory Services
New Jersey
-$79K -21,798 Closed
AIM
327
Axiom Investment Management
New York
-$75K -20,615 Closed
SW
328
SVB Wealth
Massachusetts
-$72K -20,047 Closed
SFO
329
Standard Family Office
South Dakota
-$67K -18,569 Closed
CB
330
Commerce Bank
Missouri
-$54K -14,878 Closed
PNC
331
Park National Corp
Ohio
-$53K -14,615 Closed
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
-$45K -12,601 Closed
TRCT
333
Tower Research Capital (TRC)
New York
-$28K -7,731 Closed
SWM
334
Spire Wealth Management
Virginia
-$9K -2,640 Closed
PAM
335
Panagora Asset Management
Massachusetts
-$6K -1,652 Closed
IAIM
336
International Assets Investment Management
Florida
-$5K -1,069 Closed
MWP
337
Meridian Wealth Partners
Pennsylvania
-$3K -915 Closed
BAM
338
Bellevue Asset Management
Washington
-$2K -651 Closed
CWM
339
Cranbrook Wealth Management
Michigan
-$2K -503 Closed
AssetMark Inc
340
AssetMark Inc
California
-$2K -422 Closed
VFA
341
Valeo Financial Advisors
Indiana
-$1K -372 Closed
RE
342
RBC Europe
United Kingdom
-$1.29K -357 Closed
AIC
343
Ameritas Investment Company
Nebraska
-$833 -231 Closed
FMP
344
Financial Management Professionals
Texas
+$355 +88 New

ITUB Hedge Fund Activity: Q2 2021 in Review

302 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q2 2021, worth a combined $6.38B — up 25% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ITUB positions and 42 closed out — a net gain of 4 holders — while 105 added to existing stakes and 103 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $81.2M. The largest seller was Harding Loevner, cutting an estimated $35.5M.

  • 302 institutional investors held Itaú Unibanco (ITUB) as of Q2 2021, up from 301 in Q1 2021.
  • Funds reported $6.38B of Itaú Unibanco stock for Q2 2021, up 25% quarter-over-quarter.
  • 46 funds opened new Itaú Unibanco positions in Q2 2021 and 42 closed out, a net change of +4 holders.
  • The largest Itaú Unibanco buyer in Q2 2021 was Baillie Gifford & Co, an estimated $81.2M added.
  • The largest Itaú Unibanco seller in Q2 2021 was Harding Loevner, an estimated $35.5M sold.

Based on aggregated 13F filings for Q2 2021.