Itaú Unibanco
ITUB
287 hedge funds and large institutions have $4.85B invested in Itaú Unibanco in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 99 reducing their positions, and 16 closing their positions.
100% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 16
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
20% more capital invested
Capital invested by funds: $4.03B → $4.85B (+$821M)
6% more funds holding
Funds holding: 271 → 287 (+16)
1% more call options, than puts
Call options by funds: $36.2M | Put options by funds: $35.7M
0.09% less ownership
Funds ownership: 19.32% → 19.22% (-0.09%)
2% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 99
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$171M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$35.9M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$28.1M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$27.2M |
| 5 |
GL
Gemsstock Ltd
London,
United Kingdom
|
+$25.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$206M |
| 2 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
-$39.5M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$34.5M |
| 4 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$22.8M |
| 5 |
SO
STRS Ohio
Columbus,
Ohio
|
-$15.5M |
ITUB Hedge Fund Activity: Q2 2023 in Review
287 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q2 2023, worth a combined $4.85B — up 20% from $4.03B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new ITUB positions and 16 closed out — a net gain of 16 holders — while 97 added to existing stakes and 99 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $171M. The largest seller was Goldman Sachs, cutting an estimated $206M.
- 287 institutional investors held Itaú Unibanco (ITUB) as of Q2 2023, up from 271 in Q1 2023.
- Funds reported $4.85B of Itaú Unibanco stock for Q2 2023, up 20% quarter-over-quarter.
- 32 funds opened new Itaú Unibanco positions in Q2 2023 and 16 closed out, a net change of +16 holders.
- The largest Itaú Unibanco buyer in Q2 2023 was JP Morgan Chase, an estimated $171M added.
- The largest Itaú Unibanco seller in Q2 2023 was Goldman Sachs, an estimated $206M sold.
Based on aggregated 13F filings for Q2 2023.