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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
CGH
101
Crossmark Global Holdings
Texas
$2.73M -$288K -52,625 -9%
Barclays
102
Barclays
United Kingdom
$2.72M +$180K +32,901 +7%
MAM
103
Madison Asset Management
Wisconsin
$2.66M -$151K -27,525 -5%
Balyasny Asset Management
104
Balyasny Asset Management
Illinois
$2.6M +$2.76M +503,798 New
Daiwa Securities Group
105
Daiwa Securities Group
Japan
$2.51M -$149K -27,192 -5%
CCM
106
Cullen Capital Management
New York
$2.4M -$4.41M -806,713 -63%
Mirae Asset Global ETFs Holdings
107
Mirae Asset Global ETFs Holdings
Hong Kong
$2.39M +$2.54M +463,450 New
Invesco
108
Invesco
Georgia
$2.38M -$163K -29,748 -6%
BNP Paribas Asset Management
109
BNP Paribas Asset Management
France
$2.31M -$1.52M -277,534 -38%
ClearBridge Investments
110
ClearBridge Investments
New York
$2.3M -$89.9K -16,435 -4%
VM
111
VPR Management
Texas
$2.26M
IPGDR
112
Investidor Profissional Gestao de Recursos
Brazil
$2.25M +$341K +62,411 +17%
BGIM
113
Brandywine Global Investment Management
Pennsylvania
$2.21M
JF
114
Jump Financial
Illinois
$2.11M +$1.71M +312,501 +326%
LIP
115
Liontrust Investment Partners
United Kingdom
$1.98M -$669K -122,246 -24%
AQR Capital Management
116
AQR Capital Management
Connecticut
$1.92M -$234K -42,782 -10%
LIM
117
Longfellow Investment Management
Massachusetts
$1.9M
RJA
118
Raymond James & Associates
Florida
$1.86M -$83.3K -15,218 -4%
QFA
119
Quattro Financial Advisors
Texas
$1.75M
BAAM
120
Baker Avenue Asset Management
California
$1.74M -$5.68K -1,039 -0.3%
EGA
121
Eagle Global Advisors
Texas
$1.72M
UOC
122
UBS O'Connor
Illinois
$1.71M +$1.81M +330,871 New
US Bancorp
123
US Bancorp
Minnesota
$1.67M +$720K +131,511 +69%
RhumbLine Advisers
124
RhumbLine Advisers
Massachusetts
$1.65M -$1.54M -281,833 -47%
ACM
125
Aquatic Capital Management
Illinois
$1.62M +$1.41M +257,531 +457%

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.