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Itaú Unibanco
ITUB

283 hedge funds and large institutions have $9.61B invested in Itaú Unibanco in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 99 increasing their positions, 109 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $7.62B → $9.61B (+$1.99B)

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

0.82% more ownership

Funds ownership: 44.01% → 44.83% (+0.82%)

9% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 109

5% less funds holding

Funds holding: 298 → 283 (-15)

29% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 28

64% less call options, than puts

Call options by funds: $29.5M | Put options by funds: $81.7M

Holders
283
Holders Change
-15
Holders Change %
-5.03%
% of All Funds
7.06%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
20
Increased
99
Reduced
109
Closed
28
Calls
$29.5M
Puts
$81.7M
Net Calls
-$52.2M
Net Calls Change
-$4.24M

Top Buyers

1
MIP
Mondrian Investment Partners
United Kingdom
+$217M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$94.1M
3
HL
Harding Loevner
New Jersey
+$81.4M
4
UBS AM
UBS AM
Illinois
+$76M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$65.5M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$112M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$88.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$86.5M
4
BlackRock
BlackRock
New York
-$59.8M
5
Citigroup
Citigroup
New York
-$52.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$32.2M -$16.3M -2,674,274 -36%
American Century Companies
52
American Century Companies
Missouri
$32M +$7.17M +1,172,963 +32%
Ninety One (UK)
53
Ninety One (UK)
United Kingdom
$31.9M +$379K +62,010 +1%
QIM
54
Quantitative Investment Management
Virginia
$31.4M +$28.8M +4,719,789 New
Fiera Capital (Canada)
55
Fiera Capital (Canada)
Quebec, Canada
$28.2M -$2.02M -330,526 -7%
Invesco
56
Invesco
Georgia
$27.2M -$12.6M -2,058,457 -33%
Deutsche Bank
57
Deutsche Bank
Germany
$23.9M -$8.43M -1,380,590 -28%
Lazard Asset Management
58
Lazard Asset Management
New York
$20.9M +$301K +49,266 +2%
SC
59
Steginsky Capital
New York
$20.7M -$69.8K -11,427 -0.4%
AL
60
AJO LP
Pennsylvania
$18.6M +$10.8M +1,773,043 +172%
B
61
BP
United Kingdom
$18.1M -$7.61M -1,245,728 -31%
Millennium Management
62
Millennium Management
New York
$17.3M +$14.2M +2,323,961 +838%
UIM
63
USS Investment Management
United Kingdom
$17.2M – – –
ClearBridge Investments
64
ClearBridge Investments
New York
$16.4M -$206K -33,687 -1%
SEI Investments
65
SEI Investments
Pennsylvania
$16.3M +$1.15M +187,627 +8%
State of New Jersey Common Pension Fund D
66
State of New Jersey Common Pension Fund D
New Jersey
$16.2M +$509K +83,255 +4%
UBS Group
67
UBS Group
Switzerland
$15.6M -$4.79M -784,439 -25%
Nordea Investment Management
68
Nordea Investment Management
Sweden
$13.3M -$240K -39,313 -2%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$13.3M -$862K -141,122 -7%
TAM
70
Todd Asset Management
Kentucky
$13M -$2.92M -478,046 -20%
SGDR
71
SPX Gestao de Recursos
Brazil
$12.5M +$10.2M +1,667,476 +809%
Massachusetts Financial Services
72
Massachusetts Financial Services
Massachusetts
$12.2M -$409K -66,887 -4%
PI
73
Putnam Investments
Massachusetts
$12.1M -$215K -35,185 -2%
CGT
74
Capital Guardian Trust
California
$11.8M -$1.86M -305,101 -15%
Calamos Advisors
75
Calamos Advisors
Illinois
$11.8M -$1.1M -179,969 -9%
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ITUB Hedge Fund Activity: Q3 2017 in Review

283 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q3 2017, worth a combined $9.61B — up 26% from $7.62B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of ITUB and 20 opened new positions — a net loss of 8 holders — while 109 trimmed existing stakes and 99 added.

The largest buyer was Mondrian Investment Partners, opening a new position worth an estimated $217M. The largest seller was Schroder Investment Management Group, cutting an estimated $112M.

  • 283 institutional investors held Itaú Unibanco (ITUB) as of Q3 2017, down from 298 in Q2 2017.
  • Funds reported $9.61B of Itaú Unibanco stock for Q3 2017, up 26% quarter-over-quarter.
  • 20 funds opened new Itaú Unibanco positions in Q3 2017 and 28 closed out, a net change of -8 holders.
  • The largest Itaú Unibanco buyer in Q3 2017 was Mondrian Investment Partners, an estimated $217M added.
  • The largest Itaú Unibanco seller in Q3 2017 was Schroder Investment Management Group, an estimated $112M sold.

Based on aggregated 13F filings for Q3 2017.