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Itaú Unibanco
ITUB

283 hedge funds and large institutions have $9.61B invested in Itaú Unibanco in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 99 increasing their positions, 109 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $7.62B → $9.61B (+$1.99B)

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

0.82% more ownership

Funds ownership: 44.01% → 44.83% (+0.82%)

9% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 109

5% less funds holding

Funds holding: 298 → 283 (-15)

29% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 28

64% less call options, than puts

Call options by funds: $29.5M | Put options by funds: $81.7M

Holders
283
Holders Change
-15
Holders Change %
-5.03%
% of All Funds
7.06%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
20
Increased
99
Reduced
109
Closed
28
Calls
$29.5M
Puts
$81.7M
Net Calls
-$52.2M
Net Calls Change
-$4.24M

Top Buyers

1
MIP
Mondrian Investment Partners
United Kingdom
+$217M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$94.1M
3
HL
Harding Loevner
New Jersey
+$81.4M
4
UBS AM
UBS AM
Illinois
+$76M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$65.5M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$112M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$88.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$86.5M
4
BlackRock
BlackRock
New York
-$59.8M
5
Citigroup
Citigroup
New York
-$52.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PG
151
PEAK6 Group
Illinois
$1.54M -$3.04M -497,152 -68%
Axa
152
Axa
France
$1.51M – – –
DRZID
153
DePrince Race & Zollo Inc (DRZ)
Florida
$1.41M -$161K -26,408 -11%
MIP
154
Marietta Investment Partners
Wisconsin
$1.39M -$3.3M -540,540 -72%
Barclays
155
Barclays
United Kingdom
$1.33M -$7.78M -1,274,218 -86%
Legal & General Group
156
Legal & General Group
United Kingdom
$1.32M – – –
LPL Financial
157
LPL Financial
California
$1.26M +$64.4K +10,542 +6%
TH
158
Timber Hill
Connecticut
$1.21M +$1.11M +181,881 New
SMDAM
159
Sumitomo Mitsui DS Asset Management
Japan
$1.16M +$841K +137,607 +374%
Boston Partners
160
Boston Partners
Massachusetts
$1.1M +$1.01M +166,010 New
VF
161
Virtu Financial
New York
$1.1M +$880K +144,047 +673%
NIT
162
NumerixS Investment Technologies
British Columbia, Canada
$1.07M +$727K +118,948 +284%
FA
163
FDx Advisors
Illinois
$1.03M +$185K +30,330 +24%
AP
164
Antipodes Partners
Australia
$1.01M – – –
Natixis Advisors
165
Natixis Advisors
Massachusetts
$992K +$64K +10,469 +8%
Aviva
166
Aviva
United Kingdom
$928K – – –
DnB Asset Management
167
DnB Asset Management
Norway
$926K +$184K +30,098 +28%
CSS
168
Cubist Systematic Strategies
Connecticut
$859K +$423K +69,254 +115%
PAM
169
Panagora Asset Management
Massachusetts
$825K -$990K -162,060 -57%
TM
170
Tiger Management
New York
$822K +$252K +41,230 +50%
HIIFS
171
Harel Insurance Investments & Financial Services
Israel
$749K -$286K -46,744 -29%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$737K -$25K -4,094 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
173
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$724K -$643K -105,259 -49%
AIA
174
Avalon Investment & Advisory
Texas
$710K +$653K +106,884 New
LNWWM
175
Laird Norton Wetherby Wealth Management
California
$699K +$12.3K +2,016 +2%
5 6
7
8 9

ITUB Hedge Fund Activity: Q3 2017 in Review

283 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q3 2017, worth a combined $9.61B — up 26% from $7.62B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of ITUB and 20 opened new positions — a net loss of 8 holders — while 109 trimmed existing stakes and 99 added.

The largest buyer was Mondrian Investment Partners, opening a new position worth an estimated $217M. The largest seller was Schroder Investment Management Group, cutting an estimated $112M.

  • 283 institutional investors held Itaú Unibanco (ITUB) as of Q3 2017, down from 298 in Q2 2017.
  • Funds reported $9.61B of Itaú Unibanco stock for Q3 2017, up 26% quarter-over-quarter.
  • 20 funds opened new Itaú Unibanco positions in Q3 2017 and 28 closed out, a net change of -8 holders.
  • The largest Itaú Unibanco buyer in Q3 2017 was Mondrian Investment Partners, an estimated $217M added.
  • The largest Itaú Unibanco seller in Q3 2017 was Schroder Investment Management Group, an estimated $112M sold.

Based on aggregated 13F filings for Q3 2017.