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Itaú Unibanco

294 hedge funds and large institutions have $9.54B invested in Itaú Unibanco in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 107 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $7.81B → $9.54B (+$1.73B)

2.37% more ownership

Funds ownership: 48.08%50.45% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

7% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 46

2% less funds holding

Funds holding: 299294 (-5)

11% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 107

78% less call options, than puts

Call options by funds: $63.1M | Put options by funds: $288M

Holders
294
Holders Change
-5
Holders Change %
-1.67%
% of All Funds
6.72%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
43
Increased
95
Reduced
107
Closed
46
Calls
$63.1M
Puts
$288M
Net Calls
-$225M
Net Calls Change
-$80.1M
Name Holding Trade Value Shares
Change
Change in
Stake
B
151
Bailard
California
$984K -$111K -20,615 -10%
AIA
152
Avalon Investment & Advisory
Texas
$966K -$65.4K -12,173 -6%
HSBC Holdings
153
HSBC Holdings
United Kingdom
$942K -$7.48M -1,391,097 -89%
MC
154
Martin Currie
United Kingdom
$924K +$929K +172,872 +30,925%
FIM
155
Freedom Investment Management
Connecticut
$911K +$67.5K +12,567 +7%
WAM
156
World Asset Management
Michigan
$903K -$162K -30,197 -15%
Group One Trading
157
Group One Trading
Illinois
$895K +$491K +91,430 +119%
Natixis Advisors
158
Natixis Advisors
Massachusetts
$893K +$229K +42,683 +34%
ECM
159
ETrade Capital Management
Virginia
$760K -$12.5K -2,323 -2%
BDS
160
Banco de Sabadell
Florida
$745K -$1.44M -268,768 -66%
NLGIA
161
Nippon Life Global Investors Americas
New York
$731K -$1.23M -229,588 -63%
Legal & General Group
162
Legal & General Group
United Kingdom
$720K -$231K -42,902 -24%
AGDR
163
AdamCapital Gestao de Recursos
Brazil
$717K +$161K +30,032 +29%
FA
164
FDx Advisors
Illinois
$715K +$9.34K +1,738 +1%
William Blair & Company
165
William Blair & Company
Illinois
$679K +$246K +45,722 +56%
Federated Hermes
166
Federated Hermes
Pennsylvania
$676K +$682K +126,996 New
Aviva
167
Aviva
United Kingdom
$675K -$228K -42,467 -25%
Zurich Cantonal Bank
168
Zurich Cantonal Bank
Switzerland
$661K
Squarepoint
169
Squarepoint
New York
$647K +$653K +121,509 New
DADC
170
D.A. Davidson & Co
Montana
$618K -$23.7K -4,403 -4%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$599K -$36.1K -6,718 -6%
LNWWM
172
Laird Norton Wetherby Wealth Management
California
$583K -$2.91K -541 -0.5%
IG
173
ING Group
Netherlands
$580K -$96.4K -17,935 -14%
Mariner
174
Mariner
Kansas
$572K +$6.32K +1,175 +1%
BNP Paribas Asset Management
175
BNP Paribas Asset Management
France
$557K

ITUB Hedge Fund Activity: Q3 2018 in Review

294 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q3 2018, worth a combined $9.54B — up 22% from $7.81B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ITUB and 43 opened new positions — a net loss of 3 holders — while 107 trimmed existing stakes and 95 added.

The largest buyer was Vontobel Asset Management, adding an estimated $235M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $92.4M sold.

  • 294 institutional investors held Itaú Unibanco (ITUB) as of Q3 2018, down from 299 in Q2 2018.
  • Funds reported $9.54B of Itaú Unibanco stock for Q3 2018, up 22% quarter-over-quarter.
  • 43 funds opened new Itaú Unibanco positions in Q3 2018 and 46 closed out, a net change of -3 holders.
  • The largest Itaú Unibanco buyer in Q3 2018 was Vontobel Asset Management, an estimated $235M added.
  • The largest Itaú Unibanco seller in Q3 2018 was Arrowstreet Capital, an estimated $92.4M sold.

Based on aggregated 13F filings for Q3 2018.