Itaú Unibanco
ITUB
304 hedge funds and large institutions have $5.44B invested in Itaú Unibanco in 2021 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 114 increasing their positions, 89 reducing their positions, and 40 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 89
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
8% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 40
1% more funds holding
Funds holding: 302 → 304 (+2)
0.81% less ownership
Funds ownership: 30.13% → 29.32% (-0.81%)
15% less capital invested
Capital invested by funds: $6.38B → $5.44B (-$938M)
51% less call options, than puts
Call options by funds: $105M | Put options by funds: $215M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$132M |
| 2 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
+$54.4M |
| 3 |
Goldman Sachs
New York
|
+$43.7M |
| 4 |
DADR
Dynamo Administracao de Recursos
Rio De Janeiro,
Brazil
|
+$31.9M |
| 5 |
SGDR
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
+$31.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$264M |
| 2 |
BAMCO Inc
New York
|
-$115M |
| 3 |
Morgan Stanley
New York
|
-$36.6M |
| 4 |
WA
Whitebox Advisors
Minneapolis,
Minnesota
|
-$35.1M |
| 5 |
Renaissance Technologies
New York
|
-$28.5M |
ITUB Hedge Fund Activity: Q3 2021 in Review
304 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q3 2021, worth a combined $5.44B — down 15% from $6.38B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new ITUB positions and 40 closed out — a net gain of 3 holders — while 114 added to existing stakes and 89 trimmed.
The largest buyer was Bank of America, adding an estimated $132M. The largest seller was Schroder Investment Management Group, cutting an estimated $264M.
- 304 institutional investors held Itaú Unibanco (ITUB) as of Q3 2021, up from 302 in Q2 2021.
- Funds reported $5.44B of Itaú Unibanco stock for Q3 2021, down 15% quarter-over-quarter.
- 43 funds opened new Itaú Unibanco positions in Q3 2021 and 40 closed out, a net change of +3 holders.
- The largest Itaú Unibanco buyer in Q3 2021 was Bank of America, an estimated $132M added.
- The largest Itaú Unibanco seller in Q3 2021 was Schroder Investment Management Group, an estimated $264M sold.
Based on aggregated 13F filings for Q3 2021.