Itaú Unibanco
ITUB
292 hedge funds and large institutions have $11.6B invested in Itaú Unibanco in 2014 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 99 increasing their positions, 129 reducing their positions, and 26 closing their positions.
73% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 26
22% more call options, than puts
Call options by funds: $91M | Put options by funds: $74.8M
13% more funds holding in top 10
Funds holding in top 10: 15 → 17 (+2)
8% more capital invested
Capital invested by funds: $10.7B → $11.6B (+$875M)
6% more funds holding
Funds holding: 275 → 292 (+17)
6.83% less ownership
Funds ownership: 79.17% → 72.33% (-6.8%)
23% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 129
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$480M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$187M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$130M |
| 4 |
Morgan Stanley
New York
|
+$124M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$106M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
Northern Cross
Boston,
Massachusetts
|
-$154M |
| 2 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$108M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$95.2M |
| 4 |
CII
Capital International Inc
Los Angeles,
California
|
-$78.1M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$77.5M |
ITUB Hedge Fund Activity: Q2 2014 in Review
292 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q2 2014, worth a combined $11.6B — up 8.2% from $10.7B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new ITUB positions and 26 closed out — a net gain of 19 holders — while 99 added to existing stakes and 129 trimmed.
The largest buyer was Franklin Resources, opening a new position worth an estimated $480M. The largest seller was Northern Cross, cutting an estimated $154M.
- 292 institutional investors held Itaú Unibanco (ITUB) as of Q2 2014, up from 275 in Q1 2014.
- Funds reported $11.6B of Itaú Unibanco stock for Q2 2014, up 8.2% quarter-over-quarter.
- 45 funds opened new Itaú Unibanco positions in Q2 2014 and 26 closed out, a net change of +19 holders.
- The largest Itaú Unibanco buyer in Q2 2014 was Franklin Resources, an estimated $480M added.
- The largest Itaú Unibanco seller in Q2 2014 was Northern Cross, an estimated $154M sold.
Based on aggregated 13F filings for Q2 2014.