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Itaú Unibanco

302 hedge funds and large institutions have $6.38B invested in Itaú Unibanco in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 105 increasing their positions, 103 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

25% more capital invested

Capital invested by funds: $5.1B → $6.38B (+$1.28B)

10% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 42

2% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 103

0.99% more ownership

Funds ownership: 29.14%30.13% (+0.99%)

0% more funds holding

Funds holding: 301302 (+1)

8% less call options, than puts

Call options by funds: $214M | Put options by funds: $232M

Holders
302
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
5.26%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.23%
New
46
Increased
105
Reduced
103
Closed
42
Calls
$214M
Puts
$232M
Net Calls
-$17.9M
Net Calls Change
+$59.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
151
Legacy Wealth Asset Management
Minnesota
$801K -$11.6K -2,867 -2%
CMTU
152
Capital Markets Trading (UK)
United Kingdom
$796K +$71K +17,608 +11%
Sumitomo Mitsui Trust Group
153
Sumitomo Mitsui Trust Group
Japan
$738K -$172K -42,650 -20%
Nomura Asset Management
154
Nomura Asset Management
Japan
$737K -$402K -99,843 -37%
PSUF
155
People's United Financial
Connecticut
$730K +$25.6K +6,350 +4%
QFA
156
Quattro Financial Advisors
Texas
$716K +$138K +34,358 +25%
SMDAM
157
Sumitomo Mitsui DS Asset Management
Japan
$703K +$260K +64,593 +67%
YIH
158
Y-Intercept (HK)
Hong Kong
$700K +$645K +159,984 New
UMC
159
United Maritime Capital
New York
$678K -$38.8K -9,620 -6%
SGDR
160
SPX Gestao de Recursos
Brazil
$647K -$13M -3,223,589 -96%
TNA
161
True North Advisors
Texas
$639K
NLGIA
162
Nippon Life Global Investors Americas
New York
$619K
Connor, Clark & Lunn Investment Management (CC&L)
163
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$617K +$569K +141,119 New
BCI
164
Brinker Capital Investments
Pennsylvania
$582K +$196K +48,559 +58%
Dimensional Fund Advisors
165
Dimensional Fund Advisors
Texas
$572K
RFC
166
Regions Financial Corp
Alabama
$571K +$203K +50,289 +63%
Aberdeen Group
167
Aberdeen Group
United Kingdom
$512K -$160K -39,718 -25%
P
168
Pitcairn
Pennsylvania
$491K +$92.5K +22,961 +26%
PAS
169
Park Avenue Securities
New York
$485K -$113K -28,155 -20%
RJA
170
Raymond James & Associates
Florida
$478K -$672K -166,721 -60%
WA
171
Wealth Alliance
New York
$475K +$4.24K +1,051 +1%
PFO
172
Pathstone Family Office
New Jersey
$466K +$113K +27,954 +36%
LCAM
173
London & Capital Asset Management
United Kingdom
$451K
BIM
174
Baldwin Investment Management
Pennsylvania
$449K +$15.4K +3,811 +4%
LFAS
175
Level Four Advisory Services
Texas
$444K +$19.3K +4,781 +5%

ITUB Hedge Fund Activity: Q2 2021 in Review

302 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q2 2021, worth a combined $6.38B — up 25% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ITUB positions and 42 closed out — a net gain of 4 holders — while 105 added to existing stakes and 103 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $81.2M. The largest seller was Harding Loevner, cutting an estimated $35.5M.

  • 302 institutional investors held Itaú Unibanco (ITUB) as of Q2 2021, up from 301 in Q1 2021.
  • Funds reported $6.38B of Itaú Unibanco stock for Q2 2021, up 25% quarter-over-quarter.
  • 46 funds opened new Itaú Unibanco positions in Q2 2021 and 42 closed out, a net change of +4 holders.
  • The largest Itaú Unibanco buyer in Q2 2021 was Baillie Gifford & Co, an estimated $81.2M added.
  • The largest Itaú Unibanco seller in Q2 2021 was Harding Loevner, an estimated $35.5M sold.

Based on aggregated 13F filings for Q2 2021.