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Itaú Unibanco

332 hedge funds and large institutions have $4.9B invested in Itaú Unibanco in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 32

3% more funds holding

Funds holding: 323332 (+9)

0.65% more ownership

Funds ownership: 18.97%19.61% (+0.65%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

13% less capital invested

Capital invested by funds: $5.62B → $4.9B (-$718M)

13% less call options, than puts

Call options by funds: $33.8M | Put options by funds: $39.1M

18% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 121

Holders
332
Holders Change
+9
Holders Change %
+2.79%
% of All Funds
4.79%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
46
Increased
99
Reduced
121
Closed
32
Calls
$33.8M
Puts
$39.1M
Net Calls
-$5.24M
Net Calls Change
+$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
76
Ramirez Asset Management
New York
$7.26M +$2.88M +526,800 +60%
Citadel Advisors
77
Citadel Advisors
Florida
$7.11M -$7.34M -1,341,718 -49%
BPAMU
78
BTG Pactual Asset Management US
New York
$6.9M +$7.32M +1,338,515 New
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$6.85M +$955K +174,472 +15%
RG
80
Renaissance Group
Kentucky
$6.83M -$225K -41,084 -3%
DRZID
81
DePrince Race & Zollo Inc (DRZ)
Florida
$6.34M -$14.7K -2,685 -0.2%
BMSSC
82
B. Metzler seel. Sohn & Co
Germany
$6.32M +$657K +120,034 +11%
Mirae Asset Global Investments
83
Mirae Asset Global Investments
South Korea
$5.92M -$379K -69,289 -5%
SGDR
84
SPX Gestao de Recursos
Brazil
$5.52M -$4.81M -879,364 -45%
QT
85
Quantbot Technologies
New York
$5.16M +$4.62M +843,468 +535%
Walleye Capital
86
Walleye Capital
New York
$5.13M +$5.36M +980,009 +6,269%
Geode Capital Management
87
Geode Capital Management
Massachusetts
$5.11M -$17.7K -3,238 -0.3%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$4.89M -$17.4K -3,186 -0.3%
VCMGDR
89
Vinland Capital Management Gestora de Recursos
Brazil
$4.71M
Deutsche Bank
90
Deutsche Bank
Germany
$4.5M
MWM
91
Moran Wealth Management
Florida
$4.46M +$17.6K +3,208 +0.4%
SAM
92
Storebrand Asset Management
Norway
$4.37M
OFA
93
Oaktree Fund Advisors
California
$4.19M -$1.28M -233,602 -22%
DekaBank Deutsche Girozentrale
94
DekaBank Deutsche Girozentrale
Germany
$4.16M +$1.64M +300,245 +60%
SO
95
STRS Ohio
Ohio
$4.09M
Connor, Clark & Lunn Investment Management (CC&L)
96
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.89M -$37K -6,762 -0.9%
NEI
97
Northwest & Ethical Investments
Ontario, Canada
$3.35M
AIC
98
Anthracite Investment Company
Texas
$3.32M +$1.04M +190,048 +42%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$2.91M +$218K +39,789 +8%
Wells Fargo
100
Wells Fargo
California
$2.81M -$48.7K -8,895 -2%

ITUB Hedge Fund Activity: Q2 2024 in Review

332 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q2 2024, worth a combined $4.9B — down 13% from $5.62B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ITUB positions and 32 closed out — a net gain of 14 holders — while 99 added to existing stakes and 121 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $158M. The largest seller was Perpetual Ltd, cutting an estimated $172M.

  • 332 institutional investors held Itaú Unibanco (ITUB) as of Q2 2024, up from 323 in Q1 2024.
  • Funds reported $4.9B of Itaú Unibanco stock for Q2 2024, down 13% quarter-over-quarter.
  • 46 funds opened new Itaú Unibanco positions in Q2 2024 and 32 closed out, a net change of +14 holders.
  • The largest Itaú Unibanco buyer in Q2 2024 was Arrowstreet Capital, an estimated $158M added.
  • The largest Itaú Unibanco seller in Q2 2024 was Perpetual Ltd, an estimated $172M sold.

Based on aggregated 13F filings for Q2 2024.