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Itaú Unibanco

302 hedge funds and large institutions have $6.38B invested in Itaú Unibanco in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 105 increasing their positions, 103 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

25% more capital invested

Capital invested by funds: $5.1B → $6.38B (+$1.28B)

10% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 42

2% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 103

0.99% more ownership

Funds ownership: 29.14%30.13% (+0.99%)

0% more funds holding

Funds holding: 301302 (+1)

8% less call options, than puts

Call options by funds: $214M | Put options by funds: $232M

Holders
302
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
5.26%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.23%
New
46
Increased
105
Reduced
103
Closed
42
Calls
$214M
Puts
$232M
Net Calls
-$17.9M
Net Calls Change
+$59.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
126
Atria Investments
North Carolina
$1.5M +$133K +33,069 +11%
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$1.45M +$287K +71,280 +27%
Fiera Capital (Canada)
128
Fiera Capital (Canada)
Quebec, Canada
$1.39M
Mariner
129
Mariner
Kansas
$1.37M +$67K +16,616 +6%
CAM
130
ClariVest Asset Management
California
$1.37M
BAAM
131
Baker Avenue Asset Management
California
$1.35M
Pzena Investment Management
132
Pzena Investment Management
New York
$1.35M -$124K -30,692 -9%
First Trust Advisors
133
First Trust Advisors
Illinois
$1.32M -$78.6K -19,504 -6%
GC
134
Guggenheim Capital
Illinois
$1.32M -$99.3K -24,645 -8%
N
135
Nuveen
North Carolina
$1.29M +$952K +236,254 +408%
Calamos Advisors
136
Calamos Advisors
Illinois
$1.27M +$171K +42,480 +17%
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$1.14M -$240K -59,594 -19%
EGA
138
Eagle Global Advisors
Texas
$1.14M -$199K -49,476 -16%
FA
139
FDx Advisors
Illinois
$1.07M +$12 +3 +0%
Mitsubishi UFJ Trust & Banking
140
Mitsubishi UFJ Trust & Banking
Japan
$1.05M -$21.2K -5,254 -2%
Osaic Holdings
141
Osaic Holdings
Arizona
$1.03M -$71.7K -17,788 -7%
TAM
142
Tocqueville Asset Management
New York
$1.02M
Amundi
143
Amundi
France
$995K +$917K +227,544 New
CS
144
Candriam SCA
Luxembourg
$924K -$357K -88,693 -30%
Squarepoint
145
Squarepoint
New York
$908K -$902K -223,760 -52%
SFI
146
Susquehanna Fundamental Investments
Pennsylvania
$901K +$830K +205,971 New
BGIM
147
Brandywine Global Investment Management
Pennsylvania
$855K -$163K -40,543 -17%
Citadel Advisors
148
Citadel Advisors
Florida
$838K +$302K +75,015 +64%
HIIFS
149
Harel Insurance Investments & Financial Services
Israel
$823K +$233K +57,722 New
DekaBank Deutsche Girozentrale
150
DekaBank Deutsche Girozentrale
Germany
$816K +$439K +108,847 +132%

ITUB Hedge Fund Activity: Q2 2021 in Review

302 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q2 2021, worth a combined $6.38B — up 25% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ITUB positions and 42 closed out — a net gain of 4 holders — while 105 added to existing stakes and 103 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $81.2M. The largest seller was Harding Loevner, cutting an estimated $35.5M.

  • 302 institutional investors held Itaú Unibanco (ITUB) as of Q2 2021, up from 301 in Q1 2021.
  • Funds reported $6.38B of Itaú Unibanco stock for Q2 2021, up 25% quarter-over-quarter.
  • 46 funds opened new Itaú Unibanco positions in Q2 2021 and 42 closed out, a net change of +4 holders.
  • The largest Itaú Unibanco buyer in Q2 2021 was Baillie Gifford & Co, an estimated $81.2M added.
  • The largest Itaú Unibanco seller in Q2 2021 was Harding Loevner, an estimated $35.5M sold.

Based on aggregated 13F filings for Q2 2021.