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Itaú Unibanco

302 hedge funds and large institutions have $6.38B invested in Itaú Unibanco in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 105 increasing their positions, 103 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

25% more capital invested

Capital invested by funds: $5.1B → $6.38B (+$1.28B)

10% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 42

2% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 103

0.99% more ownership

Funds ownership: 29.14%30.13% (+0.99%)

0% more funds holding

Funds holding: 301302 (+1)

8% less call options, than puts

Call options by funds: $214M | Put options by funds: $232M

Holders
302
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
5.26%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.23%
New
46
Increased
105
Reduced
103
Closed
42
Calls
$214M
Puts
$232M
Net Calls
-$17.9M
Net Calls Change
+$59.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
76
HSBC Holdings
United Kingdom
$6.97M -$3.64M -903,201 -37%
SG Americas Securities
77
SG Americas Securities
New York
$6.71M +$4.67M +1,158,752 +309%
PI
78
PineBridge Investments
New York
$6.41M -$88.8K -22,045 -1%
BCM
79
Bienville Capital Management
New York
$6.27M +$1.16M +287,898 +25%
EOJOAM
80
E. Ohman J:or Asset Management
Sweden
$5.72M +$781K +193,781 +17%
US Bancorp
81
US Bancorp
Minnesota
$5.38M +$22.9K +5,678 +0.5%
Daiwa Securities Group
82
Daiwa Securities Group
Japan
$5.08M -$465K -115,444 -9%
Allianz Asset Management
83
Allianz Asset Management
Germany
$4.9M -$2.4K -596 -0.1%
GAMA
84
Graticule Asia Macro Advisors
New York
$4.87M +$4.49M +1,113,206 New
TAM
85
Trillium Asset Management
Massachusetts
$4.66M +$139K +34,530 +3%
Qube Research & Technologies (QRT)
86
Qube Research & Technologies (QRT)
United Kingdom
$4.45M +$3.06M +758,947 +294%
MAM
87
Madison Asset Management
Wisconsin
$4.4M +$14.2K +3,524 +0.4%
Natixis Advisors
88
Natixis Advisors
Massachusetts
$4.34M +$117K +28,920 +3%
CCM
89
Cullen Capital Management
New York
$4.34M -$908K -225,225 -19%
Massachusetts Financial Services
90
Massachusetts Financial Services
Massachusetts
$4.22M +$3.48K +864 +0.1%
ClearBridge Investments
91
ClearBridge Investments
New York
$4.22M +$31.8K +7,878 +0.8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
92
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.99M +$3.68M +912,640 New
Brown Advisory
93
Brown Advisory
Maryland
$3.97M -$290K -71,936 -7%
OAM
94
Oppenheimer Asset Management
New York
$3.68M -$97.4K -24,171 -3%
Jane Street
95
Jane Street
New York
$3.55M +$1.12M +277,555 +52%
CSS
96
Cubist Systematic Strategies
Connecticut
$3.53M +$3.25M +807,460 New
WA
97
WP Advisors
California
$3.38M +$3.12M +773,518 New
QIM
98
Quantitative Investment Management
Virginia
$3.35M +$2.27M +563,027 +278%
KWILP
99
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.27M -$662K -164,372 -18%
Truist Financial
100
Truist Financial
North Carolina
$3.18M +$188K +46,666 +7%

ITUB Hedge Fund Activity: Q2 2021 in Review

302 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q2 2021, worth a combined $6.38B — up 25% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ITUB positions and 42 closed out — a net gain of 4 holders — while 105 added to existing stakes and 103 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $81.2M. The largest seller was Harding Loevner, cutting an estimated $35.5M.

  • 302 institutional investors held Itaú Unibanco (ITUB) as of Q2 2021, up from 301 in Q1 2021.
  • Funds reported $6.38B of Itaú Unibanco stock for Q2 2021, up 25% quarter-over-quarter.
  • 46 funds opened new Itaú Unibanco positions in Q2 2021 and 42 closed out, a net change of +4 holders.
  • The largest Itaú Unibanco buyer in Q2 2021 was Baillie Gifford & Co, an estimated $81.2M added.
  • The largest Itaú Unibanco seller in Q2 2021 was Harding Loevner, an estimated $35.5M sold.

Based on aggregated 13F filings for Q2 2021.