Itaú Unibanco
ITUB
323 hedge funds and large institutions have $5.62B invested in Itaú Unibanco in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 108 reducing their positions, and 28 closing their positions.
39% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 28
3% more funds holding
Funds holding: 313 → 323 (+10)
8% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 108
0.85% less ownership
Funds ownership: 19.82% → 18.97% (-0.85%)
5% less capital invested
Capital invested by funds: $5.89B → $5.62B (-$269M)
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
62% less call options, than puts
Call options by funds: $18.6M | Put options by funds: $49.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$148M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$85.5M |
| 3 |
JP Morgan Chase
New York
|
+$73.9M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$41.6M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$27.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$255M |
| 2 |
Morgan Stanley
New York
|
-$84.4M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$55.5M |
| 4 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
-$50.3M |
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$39.6M |
ITUB Hedge Fund Activity: Q1 2024 in Review
323 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q1 2024, worth a combined $5.62B — down 4.6% from $5.89B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new ITUB positions and 28 closed out — a net gain of 11 holders — while 117 added to existing stakes and 108 trimmed.
The largest buyer was William Blair Investment Management, adding an estimated $148M. The largest seller was Goldman Sachs, cutting an estimated $255M.
- 323 institutional investors held Itaú Unibanco (ITUB) as of Q1 2024, up from 313 in Q4 2023.
- Funds reported $5.62B of Itaú Unibanco stock for Q1 2024, down 4.6% quarter-over-quarter.
- 39 funds opened new Itaú Unibanco positions in Q1 2024 and 28 closed out, a net change of +11 holders.
- The largest Itaú Unibanco buyer in Q1 2024 was William Blair Investment Management, an estimated $148M added.
- The largest Itaú Unibanco seller in Q1 2024 was Goldman Sachs, an estimated $255M sold.
Based on aggregated 13F filings for Q1 2024.