Itaú Unibanco
ITUB
335 hedge funds and large institutions have $9.77B invested in Itaú Unibanco in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 101 increasing their positions, 141 reducing their positions, and 23 closing their positions.
187% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 23
21% more funds holding in top 10
Funds holding in top 10: 14 → 17 (+3)
14% more funds holding
Funds holding: 294 → 335 (+41)
2% more capital invested
Capital invested by funds: $9.54B → $9.77B (+$229M)
18.07% less ownership
Funds ownership: 50.45% → 32.38% (-18%)
28% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 141
75% less call options, than puts
Call options by funds: $79.2M | Put options by funds: $322M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$131M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$130M |
| 3 |
D.E. Shaw & Co
New York
|
+$94.6M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$83.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$78.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$286M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$171M |
| 3 |
BlackRock
New York
|
-$126M |
| 4 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$118M |
| 5 |
JP Morgan Chase
New York
|
-$116M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
351
Tudor Investment Corp
Stamford,
Connecticut
| – | -$171K | -32,034 | Closed |
|
|
GTP
352
Global Thematic Partners
New York
| – | -$125K | -23,503 | Closed |
|
|
WSTAM
353
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| – | -$18K | -3,467 | Closed |
|
|
LIA
354
LS Investment Advisors
Bloomfield Hills,
Michigan
| – | -$18K | -3,348 | Closed |
|
|
ZB
355
Zions Bancorporation
Salt Lake City,
Utah
| – | -$8K | -1,575 | Closed |
|
|
SWP
356
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$3K | -538 | Closed |
|
357
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$2K | -443 | Closed |
|
|
TFO
358
Tarbox Family Office
Newport Beach,
California
| – | -$2K | -338 | Closed |
|
ITUB Hedge Fund Activity: Q4 2018 in Review
335 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q4 2018, worth a combined $9.77B — up 2.4% from $9.54B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new ITUB positions and 23 closed out — a net gain of 43 holders — while 101 added to existing stakes and 141 trimmed.
The largest buyer was Orbis Allan Gray, opening a new position worth an estimated $131M. The largest seller was Capital World Investors, cutting an estimated $286M.
- 335 institutional investors held Itaú Unibanco (ITUB) as of Q4 2018, up from 294 in Q3 2018.
- Funds reported $9.77B of Itaú Unibanco stock for Q4 2018, up 2.4% quarter-over-quarter.
- 66 funds opened new Itaú Unibanco positions in Q4 2018 and 23 closed out, a net change of +43 holders.
- The largest Itaú Unibanco buyer in Q4 2018 was Orbis Allan Gray, an estimated $131M added.
- The largest Itaú Unibanco seller in Q4 2018 was Capital World Investors, an estimated $286M sold.
Based on aggregated 13F filings for Q4 2018.