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Itaú Unibanco

273 hedge funds and large institutions have $3.78B invested in Itaú Unibanco in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 93 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 91

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

1% less funds holding

Funds holding: 277273 (-4)

2.34% less ownership

Funds ownership: 22.96%20.62% (-2.3%)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

31% less capital invested

Capital invested by funds: $5.5B → $3.78B (-$1.72B)

67% less call options, than puts

Call options by funds: $19.5M | Put options by funds: $58.5M

Holders
273
Holders Change
-4
Holders Change %
-1.44%
% of All Funds
4.6%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.17%
New
38
Increased
93
Reduced
91
Closed
38
Calls
$19.5M
Puts
$58.5M
Net Calls
-$39M
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
126
Tower Research Capital (TRC)
New York
$617K +$480K +107,998 +196%
CS
127
Candriam SCA
Luxembourg
$533K
FTDI
128
First Trust Direct Indexing
Massachusetts
$527K -$9.75K -2,196 -2%
SAM
129
Sabadell Asset Management
Spain
$514K +$647K +145,677 New
Truist Financial
130
Truist Financial
North Carolina
$499K -$203K -45,626 -26%
Citadel Advisors
131
Citadel Advisors
Florida
$497K -$14.6M -3,284,401 -96%
ACA
132
Atlas Capital Advisors
Wyoming
$496K +$19K +4,274 +3%
Dimensional Fund Advisors
133
Dimensional Fund Advisors
Texas
$433K +$61.1K +13,753 +14%
DT
134
Diversified Trust
Tennessee
$432K
BBVA
135
Banco Bilbao Vizcaya Argentaria
Spain
$431K +$502K +113,073 New
Osaic Holdings
136
Osaic Holdings
Arizona
$415K +$38.9K +8,748 +9%
MTIM
137
Marathon Trading Investment Management
Pennsylvania
$407K +$478K +107,635 New
Aberdeen Group
138
Aberdeen Group
United Kingdom
$366K
Nomura Asset Management
139
Nomura Asset Management
Japan
$353K
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$343K -$7.61K -1,713 -2%
BS
141
Banco Santander
Spain
$343K +$113K +25,446 +39%
BGIM
142
Brandywine Global Investment Management
Pennsylvania
$331K
TC
143
TownSquare Capital
Utah
$331K +$389K +87,568 New
WA
144
Wealth Alliance
New York
$328K +$15.3K +3,436 +4%
LCAM
145
London & Capital Asset Management
United Kingdom
$321K
YCM
146
Yousif Capital Management
Michigan
$319K -$2.75K -618 -0.7%
FIM
147
Freedom Investment Management
Connecticut
$310K -$15.3K -3,450 -4%
CSS
148
Cubist Systematic Strategies
Connecticut
$308K -$366K -82,482 -50%
PFO
149
Pathstone Family Office
New Jersey
$296K -$168K -37,740 -33%
CAM
150
ClariVest Asset Management
California
$283K -$96.1K -21,641 -22%

ITUB Hedge Fund Activity: Q2 2022 in Review

273 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q2 2022, worth a combined $3.78B — down 31% from $5.5B a quarter earlier.

Fund positioning in ITUB was balanced in Q2 2022: 38 funds opened new positions, 38 closed out, 93 added to existing stakes and 91 trimmed.

The largest buyer was Itau Unibanco Holding S.A., adding an estimated $104M. The largest seller was Orbis Allan Gray, cutting an estimated $260M.

  • 273 institutional investors held Itaú Unibanco (ITUB) as of Q2 2022, down from 277 in Q1 2022.
  • Funds reported $3.78B of Itaú Unibanco stock for Q2 2022, down 31% quarter-over-quarter.
  • 38 funds opened new Itaú Unibanco positions in Q2 2022 and 38 closed out, a net change of 0 holders.
  • The largest Itaú Unibanco buyer in Q2 2022 was Itau Unibanco Holding S.A., an estimated $104M added.
  • The largest Itaú Unibanco seller in Q2 2022 was Orbis Allan Gray, an estimated $260M sold.

Based on aggregated 13F filings for Q2 2022.