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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
Prudential Financial
176
Prudential Financial
New Jersey
$424K -$15.5K -3,854 -4%
IPGDR
177
Investidor Profissional Gestao de Recursos
Brazil
$411K -$36K -8,941 -9%
YWP
178
YorkBridge Wealth Partners
New York
$401K +$605 +150 +0.2%
MSA
179
Marino Stram & Associates
Massachusetts
$401K +$369K +91,636 New
DnB Asset Management
180
DnB Asset Management
Norway
$379K -$39.2K -9,725 -10%
FIM
181
Freedom Investment Management
Connecticut
$375K -$6.6K -1,637 -2%
CAM
182
Cresset Asset Management
Illinois
$368K +$19.7K +4,890 +6%
BS
183
Banco Santander
Spain
$359K -$26.1K -6,471 -7%
TPCW
184
TD Private Client Wealth
New York
$357K -$13.1K -3,261 -4%
MGWM
185
Marks Group Wealth Management
Minnesota
$355K +$12.2K +3,037 +4%
KWA
186
KCS Wealth Advisory
California
$353K +$182K +45,131 +126%
SAM
187
Sompo Asset Management
Japan
$348K -$15K -3,711 -4%
AP
188
Advisor Partners
California
$348K +$37.4K +9,270 +13%
ECM
189
ExodusPoint Capital Management
New York
$314K +$289K +71,789 New
PI
190
PEAK6 Investments
Illinois
$308K +$174K +43,081 +158%
EP
191
Edgestream Partners
New Jersey
$302K -$2.81M -697,970 -91%
KSCM
192
Kamunting Street Capital Management
Florida
$301K +$277K +68,716 New
ANI
193
American National Insurance
Texas
$299K
MNBTD
194
Moody National Bank Trust Division
Texas
$299K
OWA
195
One Wealth Advisors
California
$291K +$26.8K +6,644 +11%
WG
196
Winton Group
United Kingdom
$287K +$264K +65,517 New
MML Investors Services
197
MML Investors Services
Massachusetts
$285K -$28.5K -7,070 -10%
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$276K -$177K -43,845 -41%
CCA
199
Checchi Capital Advisers
California
$268K +$9.4K +2,333 +4%
HighTower Advisors
200
HighTower Advisors
Illinois
$264K -$28.1K -6,976 -10%

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.