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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
NFA
126
Nationwide Fund Advisors
Ohio
$3.34M +$1.87M +306,462 +156%
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
$3.04M +$125K +20,386 +5%
Comerica Bank
128
Comerica Bank
Texas
$2.87M +$52.9K +8,662 +2%
Stifel Financial
129
Stifel Financial
Missouri
$2.76M +$20.1K +3,298 +0.8%
JG
130
Jefferies Group
New York
$2.75M +$311K +50,904 +14%
HIM
131
Hermes Investment Management
United Kingdom
$2.64M +$1.74M +285,115 +253%
RJA
132
Raymond James & Associates
Florida
$2.63M +$1.01M +166,070 +72%
WAM
133
World Asset Management
Michigan
$2.6M -$6.25K -1,023 -0.3%
TG
134
TCW Group
California
$2.54M – – –
First Trust Advisors
135
First Trust Advisors
Illinois
$2.38M +$201K +32,899 +10%
Neuberger Berman Group
136
Neuberger Berman Group
New York
$2.36M +$62.2K +10,173 +3%
ACM
137
Ativo Capital Management
Illinois
$2.07M -$794K -129,897 -29%
IG
138
ING Group
Netherlands
$2.02M -$639K -104,672 -26%
Bank of New York Mellon
139
Bank of New York Mellon
New York
$1.99M +$200K +32,662 +12%
RFS
140
Rockefeller Financial Services
New York
$1.92M -$45.3K -7,420 -3%
GCC
141
Guardian Capital (Canada)
Ontario, Canada
$1.9M – – –
KeyBank National Association
142
KeyBank National Association
Ohio
$1.88M -$20.4K -3,342 -1%
NEI
143
Northwest & Ethical Investments
Ontario, Canada
$1.76M +$514K +84,164 +46%
Truist Financial
144
Truist Financial
North Carolina
$1.76M +$16.3K +2,664 +1%
CIS
145
Capital International Sarl
California
$1.76M -$795K -130,080 -33%
ARTA
146
A.R.T. Advisors
New York
$1.66M +$1.53M +250,368 New
Mirae Asset Global Investments
147
Mirae Asset Global Investments
South Korea
$1.6M +$119K +19,510 +9%
CA
148
Commerzbank Aktiengesellschaft
Germany
$1.6M +$102K +16,659 +7%
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$1.59M -$1.79M -293,311 -55%
Nomura Asset Management
150
Nomura Asset Management
Japan
$1.56M – – –
4 5
6
7 8

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.