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Itaú Unibanco

302 hedge funds and large institutions have $6.38B invested in Itaú Unibanco in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 105 increasing their positions, 103 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

25% more capital invested

Capital invested by funds: $5.1B → $6.38B (+$1.28B)

10% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 42

2% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 103

0.99% more ownership

Funds ownership: 29.14%30.13% (+0.99%)

0% more funds holding

Funds holding: 301302 (+1)

8% less call options, than puts

Call options by funds: $214M | Put options by funds: $232M

Holders
302
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
5.26%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.23%
New
46
Increased
105
Reduced
103
Closed
42
Calls
$214M
Puts
$232M
Net Calls
-$17.9M
Net Calls Change
+$59.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$48.5M -$4.12M -1,022,101 -8%
NC
27
Northcape Capital
Australia
$44M +$82.6K +20,494 +0.2%
Deutsche Bank
28
Deutsche Bank
Germany
$42.5M +$11M +2,725,348 +39%
Charles Schwab
29
Charles Schwab
California
$37.9M +$499K +123,800 +1%
LSA
30
Leonteq Securities AG
Switzerland
$36.8M +$13M +3,219,504 +62%
WA
31
Whitebox Advisors
Minnesota
$35.1M +$32.4M +8,034,300 New
Citigroup
32
Citigroup
New York
$32.7M +$11.1M +2,750,356 +58%
II
33
INCA Investments
Florida
$32.5M -$4.31M -1,070,602 -13%
DZ Bank
34
DZ Bank
Germany
$30.5M +$28M +6,954,378 +22,794%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$30.2M -$15.2M -3,776,334 -35%
UBS Group
36
UBS Group
Switzerland
$29.8M -$7.15M -1,773,917 -21%
Renaissance Technologies
37
Renaissance Technologies
New York
$28.5M +$25.7M +6,381,560 +4,915%
APGDR
38
Absoluto Partners Gestao de Recursos
Brazil
$23.5M +$21.7M +5,371,977 New
UIM
39
USS Investment Management
United Kingdom
$23.1M
State of New Jersey Common Pension Fund D
40
State of New Jersey Common Pension Fund D
New Jersey
$22.9M -$258K -63,899 -1%
Ameriprise
41
Ameriprise
Minnesota
$21.2M +$3.63M +900,352 +23%
Lazard Asset Management
42
Lazard Asset Management
New York
$21.1M +$1.84M +455,942 +10%
DADR
43
Dynamo Administracao de Recursos
Brazil
$20.2M +$13M +3,228,896 +230%
TAM
44
Todd Asset Management
Kentucky
$20.1M +$5.44M +1,349,219 +41%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$19.7M +$2.3M +571,286 +15%
Janus Henderson Group
46
Janus Henderson Group
United Kingdom
$18.8M -$1.75M -434,555 -9%
SO
47
STRS Ohio
Ohio
$18.6M +$13.3M +3,298,390 +343%
Legal & General Group
48
Legal & General Group
United Kingdom
$18.5M
BMSSC
49
B. Metzler seel. Sohn & Co
Germany
$18.1M +$2.51M +624,000 +18%
AI
50
Axiom Investors
Connecticut
$16.9M +$231K +57,357 +2%

ITUB Hedge Fund Activity: Q2 2021 in Review

302 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q2 2021, worth a combined $6.38B — up 25% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ITUB positions and 42 closed out — a net gain of 4 holders — while 105 added to existing stakes and 103 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $81.2M. The largest seller was Harding Loevner, cutting an estimated $35.5M.

  • 302 institutional investors held Itaú Unibanco (ITUB) as of Q2 2021, up from 301 in Q1 2021.
  • Funds reported $6.38B of Itaú Unibanco stock for Q2 2021, up 25% quarter-over-quarter.
  • 46 funds opened new Itaú Unibanco positions in Q2 2021 and 42 closed out, a net change of +4 holders.
  • The largest Itaú Unibanco buyer in Q2 2021 was Baillie Gifford & Co, an estimated $81.2M added.
  • The largest Itaú Unibanco seller in Q2 2021 was Harding Loevner, an estimated $35.5M sold.

Based on aggregated 13F filings for Q2 2021.