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Itaú Unibanco

343 hedge funds and large institutions have $9.73B invested in Itaú Unibanco in 2019 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 103 increasing their positions, 147 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

2% more funds holding

Funds holding: 335343 (+8)

0% less capital invested

Capital invested by funds: $9.77B → $9.73B (-$38.3M)

1.02% less ownership

Funds ownership: 32.38%31.36% (-1%)

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

30% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 147

83% less call options, than puts

Call options by funds: $42M | Put options by funds: $242M

Holders
343
Holders Change
+8
Holders Change %
+2.39%
% of All Funds
7.42%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.26%
New
46
Increased
103
Reduced
147
Closed
35
Calls
$42M
Puts
$242M
Net Calls
-$200M
Net Calls Change
+$43M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
51
Two Sigma Investments
New York
$28.5M +$10.7M +1,507,545 +51%
CS
52
Credit Suisse
Switzerland
$26.9M +$11.5M +1,629,465 +64%
PI
53
PineBridge Investments
New York
$26.6M -$602K -85,109 -2%
State of New Jersey Common Pension Fund D
54
State of New Jersey Common Pension Fund D
New Jersey
$26.2M
Invesco
55
Invesco
Georgia
$24.4M +$202K +28,524 +0.8%
UBS Group
56
UBS Group
Switzerland
$23.8M +$5.22M +738,016 +25%
GKIM
57
GW&K Investment Management
Massachusetts
$23.6M +$26.1M +3,686,220 New
B
58
Barings
North Carolina
$22.4M -$1.31M -185,540 -5%
Lazard Asset Management
59
Lazard Asset Management
New York
$20.4M -$3.04M -430,290 -12%
SC
60
Steginsky Capital
New York
$20.3M +$872K +123,185 +4%
American Century Companies
61
American Century Companies
Missouri
$20.3M -$48.5M -6,860,488 -68%
TIM
62
Thornburg Investment Management
New Mexico
$19.9M -$4.38M -619,765 -17%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$19.7M +$6.28M +888,169 +41%
UIM
64
USS Investment Management
United Kingdom
$18.7M -$4.86M -687,165 -19%
TAM
65
Todd Asset Management
Kentucky
$17.6M +$5.12M +724,365 +36%
Fiera Capital (Canada)
66
Fiera Capital (Canada)
Quebec, Canada
$17M -$4.64M -655,750 -20%
AG
67
Aperio Group
California
$16.3M +$4.28M +605,605 +31%
T2I
68
Turim 21 Investimentos
Brazil
$14.7M +$16.2M +2,291,065 +38,871%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$12.1M +$7.06M +997,486 +113%
ClearBridge Investments
70
ClearBridge Investments
New York
$12M -$1.56M -220,113 -11%
MWNA
71
Marshall Wace North America
New York
$11.5M +$12.6M +1,787,055 New
Man Group
72
Man Group
United Kingdom
$11.4M +$2.91M +411,062 +30%
TRSOTSOK
73
Teachers Retirement System of the State of Kentucky
Kentucky
$11.4M +$3.65M +515,236 +41%
Calamos Advisors
74
Calamos Advisors
Illinois
$11M +$7.06M +998,038 +140%
Massachusetts Financial Services
75
Massachusetts Financial Services
Massachusetts
$10.2M -$88.6K -12,530 -0.8%

ITUB Hedge Fund Activity: Q1 2019 in Review

343 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q1 2019, worth a combined $9.73B — down 0.39% from $9.77B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ITUB positions and 35 closed out — a net gain of 11 holders — while 103 added to existing stakes and 147 trimmed.

The largest buyer was BlackRock, adding an estimated $126M. The largest seller was Harding Loevner, cutting an estimated $151M.

  • 343 institutional investors held Itaú Unibanco (ITUB) as of Q1 2019, up from 335 in Q4 2018.
  • Funds reported $9.73B of Itaú Unibanco stock for Q1 2019, down 0.39% quarter-over-quarter.
  • 46 funds opened new Itaú Unibanco positions in Q1 2019 and 35 closed out, a net change of +11 holders.
  • The largest Itaú Unibanco buyer in Q1 2019 was BlackRock, an estimated $126M added.
  • The largest Itaú Unibanco seller in Q1 2019 was Harding Loevner, an estimated $151M sold.

Based on aggregated 13F filings for Q1 2019.