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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
BIA
326
Bell Investment Advisors
California
$695
CAM
327
Creekmur Asset Management
Illinois
$642 +$684 +125 New
RFS
328
Richardson Financial Services
Massachusetts
$602
CFS
329
CGC Financial Services
Oregon
$485
MHR
330
Matthew Hamilton Rosenberg
$464
S
331
SignatureFD
Georgia
$18
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$6
JFGIW
333
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4
GL
334
Gemsstock Ltd
United Kingdom
-$23.7M -3,880,278 Closed
ERSOT
335
Employees Retirement System of Texas
Texas
-$4.13M -674,933 Closed
PL
336
Parkwood LLC
Ohio
-$2.58M -421,207 Closed
QIM
337
Quantitative Investment Management
Virginia
-$2.21M -362,106 Closed
LOAMS
338
Lombard Odier Asset Management (Switzerland)
Switzerland
-$1.61M -262,503 Closed
OMC
339
Old Mission Capital
Illinois
-$1.46M -238,824 Closed
CIBC World Market
340
CIBC World Market
Ontario, Canada
-$1.42M -232,672 Closed
UBS AM
341
UBS AM
Illinois
-$1.32M -215,089 Closed
CGA
342
Channing Global Advisors
Florida
-$1.25M -204,942 Closed
Lord, Abbett & Co
343
Lord, Abbett & Co
New Jersey
-$1.11M -182,198 Closed
CC
344
Centiva Capital
New York
-$790K -129,222 Closed
FIM
345
Freedom Investment Management
Connecticut
-$717K -117,290 Closed
FRM
346
Fox Run Management
Connecticut
-$539K -88,085 Closed
SEC
347
Seven Eight Capital
New York
-$510K -83,460 Closed
GAM
348
Groupama Asset Management
France
-$457K -74,656 Closed
AC
349
AXQ Capital
New Jersey
-$408K -66,734 Closed
Squarepoint
350
Squarepoint
New York
-$352K -64,367 Closed

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.