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Itaú Unibanco

343 hedge funds and large institutions have $9.73B invested in Itaú Unibanco in 2019 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 103 increasing their positions, 147 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

2% more funds holding

Funds holding: 335343 (+8)

0% less capital invested

Capital invested by funds: $9.77B → $9.73B (-$38.3M)

1.02% less ownership

Funds ownership: 32.38%31.36% (-1%)

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

30% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 147

83% less call options, than puts

Call options by funds: $42M | Put options by funds: $242M

Holders
343
Holders Change
+8
Holders Change %
+2.39%
% of All Funds
7.42%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.26%
New
46
Increased
103
Reduced
147
Closed
35
Calls
$42M
Puts
$242M
Net Calls
-$200M
Net Calls Change
+$43M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
151
Wolverine Asset Management
Illinois
$1.42M -$3.1M -438,811 -66%
Truist Financial
152
Truist Financial
North Carolina
$1.41M -$55.4K -7,833 -3%
SGDR
153
SPX Gestao de Recursos
Brazil
$1.38M -$8.1M -1,145,110 -84%
LPL Financial
154
LPL Financial
California
$1.36M +$27.8K +3,930 +2%
Jane Street
155
Jane Street
New York
$1.36M +$52K +7,350 +4%
Neuberger Berman Group
156
Neuberger Berman Group
New York
$1.34M -$641K -90,561 -30%
FIM
157
Freedom Investment Management
Connecticut
$1.3M +$88K +12,440 +7%
KeyBank National Association
158
KeyBank National Association
Ohio
$1.3M -$657K -92,841 -31%
KWILP
159
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.28M +$13.1K +1,851 +0.9%
MTIM
160
Marathon Trading Investment Management
Pennsylvania
$1.26M +$902K +127,459 +183%
Two Sigma Advisers
161
Two Sigma Advisers
New York
$1.22M +$917K +129,552 +215%
Group One Trading
162
Group One Trading
Illinois
$1.19M +$1.31M +185,012 New
Simplex Trading
163
Simplex Trading
Illinois
$1.13M +$881K +124,497 +244%
MC
164
Martin Currie
United Kingdom
$1.11M -$16.4K -2,311 -1%
AIA
165
Avalon Investment & Advisory
Texas
$1.07M +$92.8K +13,117 +9%
HCMT
166
Highland Capital Management (Texas)
Texas
$1.01M +$1.12M +158,048 New
Bank of New York Mellon
167
Bank of New York Mellon
New York
$976K -$254K -35,927 -19%
Nomura Asset Management
168
Nomura Asset Management
Japan
$949K -$29.9K -4,220 -3%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$859K -$16.9K -2,383 -2%
SAM
170
Symphony Asset Management
California
$849K +$936K +132,368 New
NO
171
Ninety One
South Africa
$828K +$23.9K +3,382 +3%
TRAM
172
Tuscan Ridge Asset Management
Illinois
$767K +$846K +119,635 New
Mariner
173
Mariner
Kansas
$747K +$173K +24,468 +27%
Aviva
174
Aviva
United Kingdom
$697K -$54.4K -7,696 -7%
GC
175
Gruss & Co
Florida
$692K +$764K +108,022 New

ITUB Hedge Fund Activity: Q1 2019 in Review

343 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q1 2019, worth a combined $9.73B — down 0.39% from $9.77B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ITUB positions and 35 closed out — a net gain of 11 holders — while 103 added to existing stakes and 147 trimmed.

The largest buyer was BlackRock, adding an estimated $126M. The largest seller was Harding Loevner, cutting an estimated $151M.

  • 343 institutional investors held Itaú Unibanco (ITUB) as of Q1 2019, up from 335 in Q4 2018.
  • Funds reported $9.73B of Itaú Unibanco stock for Q1 2019, down 0.39% quarter-over-quarter.
  • 46 funds opened new Itaú Unibanco positions in Q1 2019 and 35 closed out, a net change of +11 holders.
  • The largest Itaú Unibanco buyer in Q1 2019 was BlackRock, an estimated $126M added.
  • The largest Itaú Unibanco seller in Q1 2019 was Harding Loevner, an estimated $151M sold.

Based on aggregated 13F filings for Q1 2019.