Itaú Unibanco
ITUB
327 hedge funds and large institutions have $10.4B invested in Itaú Unibanco in 2019 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 96 increasing their positions, 121 reducing their positions, and 30 closing their positions.
53% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 30
8% more capital invested
Capital invested by funds: $9.6B → $10.4B (+$783M)
3% more funds holding
Funds holding: 316 → 327 (+11)
0.14% less ownership
Funds ownership: 32.34% → 32.21% (-0.14%)
21% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 121
21% less funds holding in top 10
Funds holding in top 10: 14 → 11 (-3)
75% less call options, than puts
Call options by funds: $69.5M | Put options by funds: $276M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$270M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$129M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
+$96.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$92.2M |
| 5 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
+$39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$309M |
| 2 |
VAM
Vontobel Asset Management
New York
|
-$93.9M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$80.3M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
-$51.7M |
| 5 |
Two Sigma Investments
New York
|
-$51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
T2I
351
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| – | -$105K | -17,185 | Closed |
|
|
NAM
352
Nissay Asset Management
Tokyo,
Japan
| – | -$86K | -14,059 | Closed |
|
|
BL
353
Balentine LLC
Atlanta,
Georgia
| – | -$12K | -2,029 | Closed |
|
354
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$6K | -968 | Closed |
|
|
SPIA
355
Steward Partners Investment Advisory
New York
| – | -$5K | -911 | Closed |
|
|
PCTC
356
Perkins Coie Trust Company
Seattle,
Washington
| – | -$2K | -246 | Closed |
|
|
NSIM
357
North Star Investment Management
Chicago,
Illinois
| – | -$1K | -153 | Closed |
|
ITUB Hedge Fund Activity: Q4 2019 in Review
327 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q4 2019, worth a combined $10.4B — up 8.2% from $9.6B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new ITUB positions and 30 closed out — a net gain of 16 holders — while 96 added to existing stakes and 121 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $270M. The largest seller was Capital World Investors, cutting an estimated $309M.
- 327 institutional investors held Itaú Unibanco (ITUB) as of Q4 2019, up from 316 in Q3 2019.
- Funds reported $10.4B of Itaú Unibanco stock for Q4 2019, up 8.2% quarter-over-quarter.
- 46 funds opened new Itaú Unibanco positions in Q4 2019 and 30 closed out, a net change of +16 holders.
- The largest Itaú Unibanco buyer in Q4 2019 was Morgan Stanley, an estimated $270M added.
- The largest Itaú Unibanco seller in Q4 2019 was Capital World Investors, an estimated $309M sold.
Based on aggregated 13F filings for Q4 2019.