We are live on ! Find out more
ITUB icon

Itaú Unibanco

294 hedge funds and large institutions have $9.54B invested in Itaú Unibanco in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 107 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $7.81B → $9.54B (+$1.73B)

2.37% more ownership

Funds ownership: 48.08%50.45% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

7% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 46

2% less funds holding

Funds holding: 299294 (-5)

11% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 107

78% less call options, than puts

Call options by funds: $63.1M | Put options by funds: $288M

Holders
294
Holders Change
-5
Holders Change %
-1.67%
% of All Funds
6.72%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
43
Increased
95
Reduced
107
Closed
46
Calls
$63.1M
Puts
$288M
Net Calls
-$225M
Net Calls Change
-$80.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
76
Wellington Management Group
Massachusetts
$9.59M -$65.4M -12,160,627 -87%
AG
77
Aperio Group
California
$9.49M +$357K +66,471 +4%
Deutsche Bank
78
Deutsche Bank
Germany
$8.77M -$34M -6,334,529 -79%
Massachusetts Financial Services
79
Massachusetts Financial Services
Massachusetts
$8.69M -$658K -122,383 -7%
TWI
80
Thomas White International
Illinois
$8.67M -$120K -22,321 -1%
Daiwa Securities Group
81
Daiwa Securities Group
Japan
$7.95M -$246K -45,803 -3%
COPPSERS
82
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.68M
SG Americas Securities
83
SG Americas Securities
New York
$7.54M +$2.12M +393,918 +39%
EOJOAM
84
E. Ohman J:or Asset Management
Sweden
$7.48M +$177K +32,984 +2%
Citigroup
85
Citigroup
New York
$7.38M +$2.19M +408,060 +42%
Balyasny Asset Management
86
Balyasny Asset Management
Illinois
$7.35M +$7.41M +1,379,343 New
Aberdeen Group
87
Aberdeen Group
United Kingdom
$7.34M -$29M -5,396,166 -80%
CS
88
Candriam SCA
Luxembourg
$7.32M
DZ Bank
89
DZ Bank
Germany
$7.12M +$984K +183,091 +16%
SO
90
STRS Ohio
Ohio
$7.01M
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$6.91M -$5.39M -1,003,846 -44%
ICP
92
Indus Capital Partners
New York
$6.86M +$6.92M +1,286,990 New
TRSOTSOK
93
Teachers Retirement System of the State of Kentucky
Kentucky
$6.7M
B
94
BP
United Kingdom
$6.36M +$233K +43,292 +4%
US Bancorp
95
US Bancorp
Minnesota
$6.01M -$94.8K -17,640 -2%
BCAM
96
Boston Common Asset Management
Massachusetts
$6M -$78.1K -14,534 -1%
Citadel Advisors
97
Citadel Advisors
Florida
$5.88M +$2.86M +531,266 +93%
Canada Pension Plan Investment Board
98
Canada Pension Plan Investment Board
Ontario, Canada
$5.49M -$5.01M -931,795 -47%
AssetMark Inc
99
AssetMark Inc
California
$5.28M +$420K +78,087 +9%
Capital International Investors
100
Capital International Investors
California
$5.24M

ITUB Hedge Fund Activity: Q3 2018 in Review

294 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q3 2018, worth a combined $9.54B — up 22% from $7.81B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ITUB and 43 opened new positions — a net loss of 3 holders — while 107 trimmed existing stakes and 95 added.

The largest buyer was Vontobel Asset Management, adding an estimated $235M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $92.4M sold.

  • 294 institutional investors held Itaú Unibanco (ITUB) as of Q3 2018, down from 299 in Q2 2018.
  • Funds reported $9.54B of Itaú Unibanco stock for Q3 2018, up 22% quarter-over-quarter.
  • 43 funds opened new Itaú Unibanco positions in Q3 2018 and 46 closed out, a net change of -3 holders.
  • The largest Itaú Unibanco buyer in Q3 2018 was Vontobel Asset Management, an estimated $235M added.
  • The largest Itaú Unibanco seller in Q3 2018 was Arrowstreet Capital, an estimated $92.4M sold.

Based on aggregated 13F filings for Q3 2018.