We are live on ! Find out more
ITUB icon

Itaú Unibanco

267 hedge funds and large institutions have $4.1B invested in Itaú Unibanco in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 87 increasing their positions, 106 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $3.78B → $4.1B (+$319M)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

6% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 32

1.7% less ownership

Funds ownership: 20.62%18.92% (-1.7%)

2% less funds holding

Funds holding: 273267 (-6)

18% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 106

53% less call options, than puts

Call options by funds: $43.3M | Put options by funds: $92.5M

Holders
267
Holders Change
-6
Holders Change %
-2.2%
% of All Funds
4.6%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
30
Increased
87
Reduced
106
Closed
32
Calls
$43.3M
Puts
$92.5M
Net Calls
-$49.2M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$40.2M -$138M -32,396,156 -79%
UBS Group
27
UBS Group
Switzerland
$34.3M +$14.2M +3,340,046 +80%
Victory Capital Management
28
Victory Capital Management
Texas
$33.2M +$31.1M +7,283,223 New
Citigroup
29
Citigroup
New York
$31.2M -$9.28M -2,175,479 -24%
TAM
30
Todd Asset Management
Kentucky
$26.6M +$2.89M +677,268 +13%
Morgan Stanley
31
Morgan Stanley
New York
$26.1M -$92.2M -21,611,815 -79%
Marshall Wace
32
Marshall Wace
United Kingdom
$20.8M +$19.4M +4,557,385 New
SO
33
STRS Ohio
Ohio
$18.6M -$3.87M -906,400 -18%
SGDR
34
SPX Gestao de Recursos
Brazil
$18.5M -$9.3M -2,181,070 -35%
Amundi
35
Amundi
France
$18.4M +$837K +196,309 +6%
NP
36
NS Partners
United Kingdom
$17.6M -$32.6K -7,647 -0.2%
Legal & General Group
37
Legal & General Group
United Kingdom
$15.9M
State of New Jersey Common Pension Fund D
38
State of New Jersey Common Pension Fund D
New Jersey
$15.9M -$1.08M -252,426 -7%
Grantham, Mayo, Van Otterloo & Co (GMO)
39
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14.8M -$761K -178,560 -5%
BNP Paribas Asset Management
40
BNP Paribas Asset Management
France
$14.8M +$983K +230,566 +8%
TRSOTSOK
41
Teachers Retirement System of the State of Kentucky
Kentucky
$14.1M +$13.2M +3,098,460 New
UIM
42
USS Investment Management
United Kingdom
$13M -$6.35M -1,488,762 -34%
Capital Research Global Investors
43
Capital Research Global Investors
California
$12.2M
BCAM
44
Boston Common Asset Management
Massachusetts
$12.2M +$29.5K +6,925 +0.3%
PI
45
PineBridge Investments
New York
$11.2M -$255K -59,830 -2%
Lazard Asset Management
46
Lazard Asset Management
New York
$11M -$633K -148,493 -6%
Northern Trust
47
Northern Trust
Illinois
$10.4M +$653K +153,240 +7%
CS
48
Credit Suisse
Switzerland
$10.1M -$13.7M -3,201,567 -59%
B
49
Barings
North Carolina
$9.67M
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$9.52M +$8.9M +2,085,963 New

ITUB Hedge Fund Activity: Q3 2022 in Review

267 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q3 2022, worth a combined $4.1B — up 8.4% from $3.78B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of ITUB and 30 opened new positions — a net loss of 2 holders — while 106 trimmed existing stakes and 87 added.

The largest buyer was Pendal Group, adding an estimated $182M. The largest seller was Bank of America, cutting an estimated $138M.

  • 267 institutional investors held Itaú Unibanco (ITUB) as of Q3 2022, down from 273 in Q2 2022.
  • Funds reported $4.1B of Itaú Unibanco stock for Q3 2022, up 8.4% quarter-over-quarter.
  • 30 funds opened new Itaú Unibanco positions in Q3 2022 and 32 closed out, a net change of -2 holders.
  • The largest Itaú Unibanco buyer in Q3 2022 was Pendal Group, an estimated $182M added.
  • The largest Itaú Unibanco seller in Q3 2022 was Bank of America, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2022.