Itaú Unibanco
ITUB
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.
0.19% more ownership
Funds ownership: 32.16% → 32.34% (+0.19%)
5% less funds holding
Funds holding: 331 → 316 (-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: 16 → 14 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$89.2M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$73.1M |
| 3 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$55.1M |
| 4 |
Two Sigma Investments
New York
|
+$42.8M |
| 5 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
+$35.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$124M |
| 2 |
TI
TT International
London,
United Kingdom
|
-$51.5M |
| 3 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$50.8M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$41.9M |
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$33.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MTCM
351
Mint Tower Capital Management
Amsterdam,
Netherlands
| – | -$111K | -17,110 | Closed |
|
|
USAA
352
United Services Automobile Association
San Antonio,
Texas
| – | -$112K | -16,341 | Closed |
|
|
AC
353
Avestar Capital
New York
| – | -$74K | -12,636 | Closed |
|
|
ALAM
354
Asahi Life Asset Management
Tokyo,
Japan
| – | -$37K | -5,360 | Closed |
|
|
ESB
355
Essex Savings Bank
Essex,
Connecticut
| – | -$19K | -2,725 | Closed |
|
|
EWM
356
Executive Wealth Management
Brighton,
Michigan
| – | -$16K | -2,284 | Closed |
|
|
PCP
357
Proficio Capital Partners
Newton,
Massachusetts
| – | -$14K | -1,972 | Closed |
|
|
RWA
358
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| – | -$13K | -1,877 | Closed |
|
|
M
359
MOTCO
San Antonio,
Texas
| – | -$10K | -1,443 | Closed |
|
|
EI
360
Ellevest Inc
New York
| – | -$7K | -1,035 | Closed |
|
361
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$1K | -412 | Closed |
|
|
W
362
WealthStone
Columbus,
Ohio
| – | -$2.54K | -371 | Closed |
|
|
BFEC
363
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$1K | -92 | 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.