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Itaú Unibanco
ITUB

283 hedge funds and large institutions have $9.61B invested in Itaú Unibanco in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 99 increasing their positions, 109 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $7.62B → $9.61B (+$1.99B)

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

0.82% more ownership

Funds ownership: 44.01% → 44.83% (+0.82%)

9% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 109

5% less funds holding

Funds holding: 298 → 283 (-15)

29% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 28

64% less call options, than puts

Call options by funds: $29.5M | Put options by funds: $81.7M

Holders
283
Holders Change
-15
Holders Change %
-5.03%
% of All Funds
7.06%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
20
Increased
99
Reduced
109
Closed
28
Calls
$29.5M
Puts
$81.7M
Net Calls
-$52.2M
Net Calls Change
-$4.24M

Top Buyers

1
MIP
Mondrian Investment Partners
United Kingdom
+$217M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$94.1M
3
HL
Harding Loevner
New Jersey
+$81.4M
4
UBS AM
UBS AM
Illinois
+$76M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$65.5M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$112M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$88.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$86.5M
4
BlackRock
BlackRock
New York
-$59.8M
5
Citigroup
Citigroup
New York
-$52.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Credit Agricole
101
Credit Agricole
France
$6.49M -$10.7M -1,759,278 -64%
DAM
102
Deltec Asset Management
New York
$6.42M -$477K -78,135 -7%
MAM
103
Marketfield Asset Management
New York
$6.4M -$461K -75,384 -7%
BCAM
104
Boston Common Asset Management
Massachusetts
$5.94M +$528K +86,397 +11%
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$5.79M -$57.8K -9,468 -1%
CII
106
Capital International Inc
California
$5.58M – – –
DP
107
DSAM Partners
United Kingdom
$5.53M +$1M +164,095 +25%
Mitsubishi UFJ Trust & Banking
108
Mitsubishi UFJ Trust & Banking
Japan
$5.45M -$380K -62,152 -7%
MIFH
109
Migdal Insurance & Financial Holdings
Israel
$5.34M -$2.28M -373,489 -32%
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$4.7M -$307K -50,315 -7%
ACI
111
AMP Capital Investors
Australia
$4.66M +$666K +109,068 +18%
Voloridge Investment Management
112
Voloridge Investment Management
Florida
$4.35M +$4M +654,483 New
NLGIA
113
Nippon Life Global Investors Americas
New York
$4.34M +$1.78M +291,454 +81%
BNP Paribas Asset Management
114
BNP Paribas Asset Management
France
$4.32M -$3.49M -571,859 -47%
KWILP
115
Kiwi Wealth Investments Limited Partnership
New Zealand
$4.27M +$2.03M +332,407 +107%
EDRH
116
Edmond de Rothschild Holding
Switzerland
$4.24M +$53.5K +8,761 +1%
LG
117
Leuthold Group
Minnesota
$4.2M -$82.3K -13,468 -2%
NP
118
NS Partners
United Kingdom
$4.12M +$2.22M +363,293 +142%
William Blair Investment Management
119
William Blair Investment Management
Illinois
$3.99M -$144K -23,491 -4%
TAM
120
Trillium Asset Management
Massachusetts
$3.77M – – –
Wells Fargo
121
Wells Fargo
California
$3.64M -$3.58M -586,444 -52%
OAM
122
Oppenheimer Asset Management
New York
$3.62M +$283K +46,386 +9%
AAMU
123
Amundi Asset Management US
Massachusetts
$3.59M +$3.3M +539,660 New
SCCM
124
Schafer Cullen Capital Management
New York
$3.57M -$238K -38,964 -7%
GGHC
125
Gilder Gagnon Howe & Co
New York
$3.41M -$76.3K -12,482 -2%
3 4
5
6 7

ITUB Hedge Fund Activity: Q3 2017 in Review

283 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q3 2017, worth a combined $9.61B — up 26% from $7.62B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of ITUB and 20 opened new positions — a net loss of 8 holders — while 109 trimmed existing stakes and 99 added.

The largest buyer was Mondrian Investment Partners, opening a new position worth an estimated $217M. The largest seller was Schroder Investment Management Group, cutting an estimated $112M.

  • 283 institutional investors held Itaú Unibanco (ITUB) as of Q3 2017, down from 298 in Q2 2017.
  • Funds reported $9.61B of Itaú Unibanco stock for Q3 2017, up 26% quarter-over-quarter.
  • 20 funds opened new Itaú Unibanco positions in Q3 2017 and 28 closed out, a net change of -8 holders.
  • The largest Itaú Unibanco buyer in Q3 2017 was Mondrian Investment Partners, an estimated $217M added.
  • The largest Itaú Unibanco seller in Q3 2017 was Schroder Investment Management Group, an estimated $112M sold.

Based on aggregated 13F filings for Q3 2017.