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Itaú Unibanco

294 hedge funds and large institutions have $9.54B invested in Itaú Unibanco in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 107 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $7.81B → $9.54B (+$1.73B)

2.37% more ownership

Funds ownership: 48.08%50.45% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

7% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 46

2% less funds holding

Funds holding: 299294 (-5)

11% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 107

78% less call options, than puts

Call options by funds: $63.1M | Put options by funds: $288M

Holders
294
Holders Change
-5
Holders Change %
-1.67%
% of All Funds
6.72%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
43
Increased
95
Reduced
107
Closed
46
Calls
$63.1M
Puts
$288M
Net Calls
-$225M
Net Calls Change
-$80.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
126
Raymond James & Associates
Florida
$2.14M -$19.3K -3,587 -0.9%
AAMU
127
Amundi Asset Management US
Massachusetts
$2.14M +$2.16M +401,373 New
Stifel Financial
128
Stifel Financial
Missouri
$2.13M -$14K -2,614 -0.6%
GC
129
Guggenheim Capital
Illinois
$2.12M -$514K -95,699 -19%
First Trust Advisors
130
First Trust Advisors
Illinois
$2.08M -$226K -42,124 -10%
N
131
Natixis
France
$2.04M -$12.8M -2,374,756 -86%
AL
132
AJO LP
Pennsylvania
$1.9M
KWILP
133
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.81M +$1.83M +340,233 New
Axa
134
Axa
France
$1.76M
Neuberger Berman Group
135
Neuberger Berman Group
New York
$1.75M -$143K -26,636 -8%
WAM
136
Wolverine Asset Management
Illinois
$1.7M +$533K +99,090 +45%
ERSOT
137
Employees Retirement System of Texas
Texas
$1.61M
Wells Fargo
138
Wells Fargo
California
$1.57M +$11.2K +2,086 +0.7%
NEI
139
Northwest & Ethical Investments
Ontario, Canada
$1.54M -$300K -55,824 -16%
KeyBank National Association
140
KeyBank National Association
Ohio
$1.54M +$14.2K +2,647 +0.9%
Grantham, Mayo, Van Otterloo & Co (GMO)
141
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.48M +$443K +82,460 +42%
DAM
142
Deltec Asset Management
New York
$1.44M -$138K -25,768 -9%
GH
143
GAM Holding
Switzerland
$1.42M
Truist Financial
144
Truist Financial
North Carolina
$1.19M -$81.5K -15,156 -6%
Bank of New York Mellon
145
Bank of New York Mellon
New York
$1.18M -$36.6K -6,803 -3%
Janus Henderson Group
146
Janus Henderson Group
United Kingdom
$1.08M -$4.44M -826,111 -80%
LPL Financial
147
LPL Financial
California
$1.04M -$3.26K -606 -0.3%
Mackenzie Financial
148
Mackenzie Financial
Ontario, Canada
$998K -$703K -130,905 -41%
ACI
149
AMP Capital Investors
Australia
$996K -$1.88M -349,924 -65%
Nomura Asset Management
150
Nomura Asset Management
Japan
$987K

ITUB Hedge Fund Activity: Q3 2018 in Review

294 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q3 2018, worth a combined $9.54B — up 22% from $7.81B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ITUB and 43 opened new positions — a net loss of 3 holders — while 107 trimmed existing stakes and 95 added.

The largest buyer was Vontobel Asset Management, adding an estimated $235M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $92.4M sold.

  • 294 institutional investors held Itaú Unibanco (ITUB) as of Q3 2018, down from 299 in Q2 2018.
  • Funds reported $9.54B of Itaú Unibanco stock for Q3 2018, up 22% quarter-over-quarter.
  • 43 funds opened new Itaú Unibanco positions in Q3 2018 and 46 closed out, a net change of -3 holders.
  • The largest Itaú Unibanco buyer in Q3 2018 was Vontobel Asset Management, an estimated $235M added.
  • The largest Itaú Unibanco seller in Q3 2018 was Arrowstreet Capital, an estimated $92.4M sold.

Based on aggregated 13F filings for Q3 2018.