Itaú Unibanco
ITUB
331 hedge funds and large institutions have $4.43B invested in Itaú Unibanco in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 97 increasing their positions, 138 reducing their positions, and 55 closing their positions.
14% more call options, than puts
Call options by funds: $27.7M | Put options by funds: $24.4M
0.02% less ownership
Funds ownership: 20.93% → 20.91% (-0.02%)
4% less funds holding
Funds holding: 346 → 331 (-15)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
18% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 55
22% less capital invested
Capital invested by funds: $5.72B → $4.43B (-$1.29B)
30% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 138
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$215M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$161M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$113M |
| 4 |
D.E. Shaw & Co
New York
|
+$83.5M |
| 5 |
Renaissance Technologies
New York
|
+$27.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$169M |
| 2 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$128M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$81.3M |
| 4 |
Two Sigma Investments
New York
|
-$68.9M |
| 5 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
-$60.4M |
ITUB Hedge Fund Activity: Q4 2024 in Review
331 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q4 2024, worth a combined $4.43B — down 22% from $5.72B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of ITUB and 45 opened new positions — a net loss of 10 holders — while 138 trimmed existing stakes and 97 added.
The largest buyer was Morgan Stanley, adding an estimated $215M. The largest seller was William Blair Investment Management, cutting an estimated $169M.
- 331 institutional investors held Itaú Unibanco (ITUB) as of Q4 2024, down from 346 in Q3 2024.
- Funds reported $4.43B of Itaú Unibanco stock for Q4 2024, down 22% quarter-over-quarter.
- 45 funds opened new Itaú Unibanco positions in Q4 2024 and 55 closed out, a net change of -10 holders.
- The largest Itaú Unibanco buyer in Q4 2024 was Morgan Stanley, an estimated $215M added.
- The largest Itaú Unibanco seller in Q4 2024 was William Blair Investment Management, an estimated $169M sold.
Based on aggregated 13F filings for Q4 2024.