We are live on ! Find out more
ITUB icon

Itaú Unibanco

332 hedge funds and large institutions have $4.9B invested in Itaú Unibanco in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 32

3% more funds holding

Funds holding: 323332 (+9)

0.65% more ownership

Funds ownership: 18.97%19.61% (+0.65%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

13% less capital invested

Capital invested by funds: $5.62B → $4.9B (-$718M)

13% less call options, than puts

Call options by funds: $33.8M | Put options by funds: $39.1M

18% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 121

Holders
332
Holders Change
+9
Holders Change %
+2.79%
% of All Funds
4.79%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
46
Increased
99
Reduced
121
Closed
32
Calls
$33.8M
Puts
$39.1M
Net Calls
-$5.24M
Net Calls Change
+$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AAIS
126
ABN AMRO Investment Solutions
$1.61M -$934K -170,665 -35%
Calamos Advisors
127
Calamos Advisors
Illinois
$1.51M -$570K -104,163 -26%
Boston Partners
128
Boston Partners
Massachusetts
$1.48M +$1.57M +286,678 New
HF
129
HRT Financial
New York
$1.48M +$1.57M +286,443 New
LPL Financial
130
LPL Financial
California
$1.47M +$81.9K +14,975 +6%
XT
131
XTX Topco
Cayman Islands
$1.43M +$1.52M +277,859 New
N
132
Nuveen
North Carolina
$1.39M -$1.78K -325 -0.1%
Simplex Trading
133
Simplex Trading
Illinois
$1.39M +$1.47M +269,110 New
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$1.35M +$1.34M +245,624 +1,451%
Pzena Investment Management
135
Pzena Investment Management
New York
$1.35M
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$1.34M +$22.5K +4,116 +2%
OSAM
137
O'Shaughnessy Asset Management
Connecticut
$1.34M +$114K +20,779 +9%
Dimensional Fund Advisors
138
Dimensional Fund Advisors
Texas
$1.33M +$355K +64,794 +33%
CCG
139
Cloverfields Capital Group
Minnesota
$1.28M +$10.8K +1,977 +0.8%
SSA
140
Schonfeld Strategic Advisors
New York
$1.13M +$1.2M +218,423 New
PA
141
Profund Advisors
Maryland
$1.12M +$45.2K +8,253 +4%
Axa
142
Axa
France
$1.09M
TIM
143
Thornburg Investment Management
New Mexico
$1.08M +$10.3K +1,886 +0.9%
Fidelity Investments
144
Fidelity Investments
Massachusetts
$1.08M -$39.8K -7,268 -3%
CCIA
145
Campbell & Co Investment Adviser
Maryland
$1.05M -$30.6K -5,598 -3%
EGM
146
Engineers Gate Manager
New York
$1.04M +$203K +37,020 +22%
EPAM
147
Euro Pacific Asset Management
Puerto Rico
$1.02M -$2.21K -403 -0.2%
EI
148
Ethic Inc
New York
$1.01M -$5.54K -1,012 -0.5%
Group One Trading
149
Group One Trading
Illinois
$944K +$423K +77,254 +73%
Nordea Investment Management
150
Nordea Investment Management
Sweden
$875K -$3.27M -597,044 -78%

ITUB Hedge Fund Activity: Q2 2024 in Review

332 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q2 2024, worth a combined $4.9B — down 13% from $5.62B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ITUB positions and 32 closed out — a net gain of 14 holders — while 99 added to existing stakes and 121 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $158M. The largest seller was Perpetual Ltd, cutting an estimated $172M.

  • 332 institutional investors held Itaú Unibanco (ITUB) as of Q2 2024, up from 323 in Q1 2024.
  • Funds reported $4.9B of Itaú Unibanco stock for Q2 2024, down 13% quarter-over-quarter.
  • 46 funds opened new Itaú Unibanco positions in Q2 2024 and 32 closed out, a net change of +14 holders.
  • The largest Itaú Unibanco buyer in Q2 2024 was Arrowstreet Capital, an estimated $158M added.
  • The largest Itaú Unibanco seller in Q2 2024 was Perpetual Ltd, an estimated $172M sold.

Based on aggregated 13F filings for Q2 2024.