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Itaú Unibanco
ITUB

295 hedge funds and large institutions have $6.52B invested in Itaú Unibanco in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 112 increasing their positions, 85 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 30

59% more capital invested

Capital invested by funds: $4.11B → $6.52B (+$2.42B)

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

32% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 85

8% more funds holding

Funds holding: 272 → 295 (+23)

1.21% more ownership

Funds ownership: 29.24% → 30.44% (+1.2%)

52% less call options, than puts

Call options by funds: $78M | Put options by funds: $162M

Holders
295
Holders Change
+23
Holders Change %
+8.46%
% of All Funds
5.22%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
58
Increased
112
Reduced
85
Closed
30
Calls
$78M
Puts
$162M
Net Calls
-$83.6M
Net Calls Change
-$63.4M

Top Buyers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$166M
2
CG
Carmignac Gestion
France
+$106M
3
AI
Axiom Investors
Connecticut
+$96.9M
4
BAMCO Inc
BAMCO Inc
New York
+$69.6M
5
BlackRock
BlackRock
New York
+$60.4M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$471M
2
Bank of America
Bank of America
North Carolina
-$75M
3
JP Morgan Chase
JP Morgan Chase
New York
-$28.4M
4
Citigroup
Citigroup
New York
-$27.7M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$23.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCCM
76
Schafer Cullen Capital Management
New York
$6.5M +$3.01M +804,099 +121%
DADR
77
Dynamo Administracao de Recursos
Brazil
$6.21M – – –
Voloridge Investment Management
78
Voloridge Investment Management
Florida
$6.15M +$5.19M +1,387,999 New
Geode Capital Management
79
Geode Capital Management
Massachusetts
$6.12M -$377K -100,887 -7%
US Bancorp
80
US Bancorp
Minnesota
$5.69M -$140K -37,346 -3%
Daiwa Securities Group
81
Daiwa Securities Group
Japan
$5.6M -$284K -76,001 -6%
IIA
82
IPG Investment Advisors
California
$5.32M +$4.49M +1,201,452 New
Brown Advisory
83
Brown Advisory
Maryland
$5.07M -$2.36M -631,707 -36%
Allianz Asset Management
84
Allianz Asset Management
Germany
$5.01M +$2.57M +687,164 +155%
COPPSERS
85
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.76M – – –
SM
86
Senvest Management
New York
$4.75M +$4.01M +1,071,977 New
BBVA
87
Banco Bilbao Vizcaya Argentaria
Spain
$4.66M -$11.7M -3,118,281 -75%
EOJOAM
88
E. Ohman J:or Asset Management
Sweden
$4.48M – – –
Massachusetts Financial Services
89
Massachusetts Financial Services
Massachusetts
$4.35M -$51.2K -13,685 -1%
SO
90
STRS Ohio
Ohio
$4.26M – – –
ClearBridge Investments
91
ClearBridge Investments
New York
$4.11M +$564K +150,792 +19%
Calamos Advisors
92
Calamos Advisors
Illinois
$3.91M +$1.98M +529,529 +150%
DZ Bank
93
DZ Bank
Germany
$3.84M – – –
OAM
94
Oppenheimer Asset Management
New York
$3.8M -$98.9K -26,427 -3%
TAM
95
Trillium Asset Management
Massachusetts
$3.48M +$19.2K +5,146 +0.7%
CGH
96
Crossmark Global Holdings
Texas
$3.07M +$16.2K +4,332 +0.6%
PCH
97
Polar Capital Holdings
United Kingdom
$3.06M +$2.59M +691,143 New
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$3.04M +$170K +45,325 +7%
DIGDR
99
Dynamo Internacional Gestao de Recursos
Brazil
$2.93M – – –
CAM
100
ClariVest Asset Management
California
$2.92M +$2.47M +659,678 New
2 3
4
5 6

ITUB Hedge Fund Activity: Q4 2020 in Review

295 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q4 2020, worth a combined $6.52B — up 59% from $4.11B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ITUB positions and 30 closed out — a net gain of 28 holders — while 112 added to existing stakes and 85 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $166M. The largest seller was Goldman Sachs, cutting an estimated $471M.

  • 295 institutional investors held Itaú Unibanco (ITUB) as of Q4 2020, up from 272 in Q3 2020.
  • Funds reported $6.52B of Itaú Unibanco stock for Q4 2020, up 59% quarter-over-quarter.
  • 58 funds opened new Itaú Unibanco positions in Q4 2020 and 30 closed out, a net change of +28 holders.
  • The largest Itaú Unibanco buyer in Q4 2020 was Schroder Investment Management Group, an estimated $166M added.
  • The largest Itaú Unibanco seller in Q4 2020 was Goldman Sachs, an estimated $471M sold.

Based on aggregated 13F filings for Q4 2020.