Itaú Unibanco
ITUB
286 hedge funds and large institutions have $4.79B invested in Itaú Unibanco in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 120 reducing their positions, and 74 closing their positions.
1.73% less ownership
Funds ownership: 32.21% → 30.48% (-1.7%)
13% less funds holding
Funds holding: 327 → 286 (-41)
33% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 120
45% less funds holding in top 10
Funds holding in top 10: 11 → 6 (-5)
50% less call options, than puts
Call options by funds: $45M | Put options by funds: $89.9M
51% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 74
54% less capital invested
Capital invested by funds: $10.4B → $4.79B (-$5.59B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$426M |
| 2 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$103M |
| 3 |
JP Morgan Chase
New York
|
+$88.5M |
| 4 |
GIM
Genesis Investment Management
London,
United Kingdom
|
+$56.8M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$279M |
| 2 |
Morgan Stanley
New York
|
-$233M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$117M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$108M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$92.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIA
351
Realta Investment Advisors
Wilmington,
Delaware
| – | -$6K | -1,093 | Closed |
|
|
GDP
352
Great Diamond Partners
Portland,
Maine
| – | -$7K | -1,072 | Closed |
|
|
CBT
353
Capital Bank & Trust
Irvine,
California
| – | -$5K | -781 | Closed |
|
|
CI
354
Cordant Inc
Portland,
Oregon
| – | -$3K | -484 | Closed |
|
|
GAM
355
Gemmer Asset Management
Walnut Creek,
California
| – | -$3K | -400 | Closed |
|
356
Chevy Chase Trust
Bethesda,
Maryland
| – | -$1K | -220 | Closed |
|
|
APC
357
Aspire Private Capital
Cornelius,
North Carolina
| – | -$1K | -216 | Closed |
|
|
LAS
358
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$1K | -210 | Closed |
|
|
AA
359
Argent Advisors
Monroe,
Louisiana
| – | -$1K | -151 | Closed |
|
|
IA
360
IFP Advisors
Tampa,
Florida
| – | +$636 | +124 | New |
|
|
EIP
361
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | +$1.18K | +230 | New |
|
ITUB Hedge Fund Activity: Q1 2020 in Review
286 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q1 2020, worth a combined $4.79B — down 54% from $10.4B a quarter earlier.
Sellers outnumbered buyers: 74 funds closed out of ITUB and 36 opened new positions — a net loss of 38 holders — while 120 trimmed existing stakes and 81 added.
The largest buyer was Invesco, adding an estimated $426M. The largest seller was Capital Research Global Investors, cutting an estimated $279M.
- 286 institutional investors held Itaú Unibanco (ITUB) as of Q1 2020, down from 327 in Q4 2019.
- Funds reported $4.79B of Itaú Unibanco stock for Q1 2020, down 54% quarter-over-quarter.
- 36 funds opened new Itaú Unibanco positions in Q1 2020 and 74 closed out, a net change of -38 holders.
- The largest Itaú Unibanco buyer in Q1 2020 was Invesco, an estimated $426M added.
- The largest Itaú Unibanco seller in Q1 2020 was Capital Research Global Investors, an estimated $279M sold.
Based on aggregated 13F filings for Q1 2020.