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Itaú Unibanco

343 hedge funds and large institutions have $9.73B invested in Itaú Unibanco in 2019 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 103 increasing their positions, 147 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

2% more funds holding

Funds holding: 335343 (+8)

0% less capital invested

Capital invested by funds: $9.77B → $9.73B (-$38.3M)

1.02% less ownership

Funds ownership: 32.38%31.36% (-1%)

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

30% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 147

83% less call options, than puts

Call options by funds: $42M | Put options by funds: $242M

Holders
343
Holders Change
+8
Holders Change %
+2.39%
% of All Funds
7.42%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.26%
New
46
Increased
103
Reduced
147
Closed
35
Calls
$42M
Puts
$242M
Net Calls
-$200M
Net Calls Change
+$43M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
26
Wellcome Trust
United Kingdom
$89.6M
Ameriprise
27
Ameriprise
Minnesota
$88.4M -$2.03M -286,241 -2%
AQR Capital Management
28
AQR Capital Management
Connecticut
$80.9M +$42.9M +6,068,017 +93%
Dodge & Cox
29
Dodge & Cox
California
$80.5M -$17.5M -2,472,556 -16%
UBS AM
30
UBS AM
Illinois
$76.4M -$26.2M -3,698,621 -24%
Renaissance Technologies
31
Renaissance Technologies
New York
$70.1M +$55M +7,773,479 +245%
Northern Trust
32
Northern Trust
Illinois
$68M -$4.54M -641,198 -6%
II
33
INCA Investments
Florida
$66.5M +$15.6M +2,201,045 +27%
APG Asset Management
34
APG Asset Management
Netherlands
$59.9M
Bank of America
35
Bank of America
North Carolina
$58.5M -$117M -16,466,917 -64%
BS
36
Banco Santander
Spain
$55.5M -$15.8M -2,239,609 -21%
Charles Schwab
37
Charles Schwab
California
$50.3M +$4.59M +649,237 +9%
IUHSA
38
Itau Unibanco Holding S.A.
Brazil
$50M
BAMCO Inc
39
BAMCO Inc
New York
$44.3M -$24M -3,394,275 -33%
NC
40
Northcape Capital
Australia
$42M +$8.79M +1,242,719 +23%
PPA
41
Parametric Portfolio Associates
Washington
$40.9M +$734K +103,814 +2%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$40.7M -$8.19M -1,157,661 -15%
AllianceBernstein
43
AllianceBernstein
Tennessee
$40.3M +$16.7M +2,367,461 +60%
SEI Investments
44
SEI Investments
Pennsylvania
$36.8M +$10.5M +1,480,779 +35%
EARNEST Partners
45
EARNEST Partners
Georgia
$35.1M -$5.81M -821,615 -13%
MMH
46
Menora Mivtachim Holdings
Israel
$34M +$7.15M +1,010,132 +24%
Ninety One (UK)
47
Ninety One (UK)
United Kingdom
$32.5M -$291K -41,122 -0.8%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$29.3M -$71.8M -10,153,637 -69%
Brown Advisory
49
Brown Advisory
Maryland
$29.1M +$6.97M +984,899 +28%
Morgan Stanley
50
Morgan Stanley
New York
$28.7M -$56M -7,910,383 -64%

ITUB Hedge Fund Activity: Q1 2019 in Review

343 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q1 2019, worth a combined $9.73B — down 0.39% from $9.77B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ITUB positions and 35 closed out — a net gain of 11 holders — while 103 added to existing stakes and 147 trimmed.

The largest buyer was BlackRock, adding an estimated $126M. The largest seller was Harding Loevner, cutting an estimated $151M.

  • 343 institutional investors held Itaú Unibanco (ITUB) as of Q1 2019, up from 335 in Q4 2018.
  • Funds reported $9.73B of Itaú Unibanco stock for Q1 2019, down 0.39% quarter-over-quarter.
  • 46 funds opened new Itaú Unibanco positions in Q1 2019 and 35 closed out, a net change of +11 holders.
  • The largest Itaú Unibanco buyer in Q1 2019 was BlackRock, an estimated $126M added.
  • The largest Itaú Unibanco seller in Q1 2019 was Harding Loevner, an estimated $151M sold.

Based on aggregated 13F filings for Q1 2019.