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Itaú Unibanco

332 hedge funds and large institutions have $4.9B invested in Itaú Unibanco in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 32

3% more funds holding

Funds holding: 323332 (+9)

0.65% more ownership

Funds ownership: 18.97%19.61% (+0.65%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

13% less capital invested

Capital invested by funds: $5.62B → $4.9B (-$718M)

13% less call options, than puts

Call options by funds: $33.8M | Put options by funds: $39.1M

18% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 121

Holders
332
Holders Change
+9
Holders Change %
+2.79%
% of All Funds
4.79%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
46
Increased
99
Reduced
121
Closed
32
Calls
$33.8M
Puts
$39.1M
Net Calls
-$5.24M
Net Calls Change
+$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
176
Prelude Capital Management
New York
$476K +$65.1K +11,897 +15%
SP
177
Symmetry Partners
Connecticut
$456K -$222K -40,529 -31%
YCM
178
Yousif Capital Management
Michigan
$447K -$16K -2,918 -3%
HCA
179
Harbour Capital Advisors
Virginia
$443K +$337K +61,618 +235%
LCAM
180
London & Capital Asset Management
United Kingdom
$438K
BIM
181
Baldwin Investment Management
Pennsylvania
$432K +$26.3K +4,808 +6%
GC
182
Guggenheim Capital
Illinois
$409K -$90.9K -16,618 -17%
Prudential Financial
183
Prudential Financial
New Jersey
$396K +$420K +76,732 New
DAM
184
Deltec Asset Management
New York
$388K -$24.8K -4,532 -6%
VA
185
Vident Advisory
Georgia
$371K -$75.3K -13,759 -16%
WA
186
Wealth Alliance
New York
$365K -$18.6K -3,396 -5%
VPIM
187
Vanguard Personalized Indexing Management
California
$355K -$35.8K -6,534 -9%
BS
188
Banco Santander
Spain
$355K +$165K +30,083 +78%
NA
189
NewEdge Advisors
Louisiana
$353K +$250K +45,601 +199%
CWM
190
Congress Wealth Management
Massachusetts
$351K -$4.03K -737 -1%
JSSH
191
J. Safra Sarasin Holding
$346K +$368K +67,187 New
AAM
192
Advisors Asset Management
Colorado
$346K +$19.5K +3,560 +6%
Mackenzie Financial
193
Mackenzie Financial
Ontario, Canada
$331K
Cerity Partners
194
Cerity Partners
New York
$324K -$121K -22,147 -26%
SMDAM
195
Sumitomo Mitsui DS Asset Management
Japan
$321K -$136K -24,926 -29%
JIC
196
Johnson Investment Counsel
Ohio
$320K
CG
197
Caprock Group
Idaho
$317K +$59.5K +10,879 +22%
FCI
198
Financial Counselors Inc
Kansas
$305K -$635 -116 -0.2%
CS
199
Candriam SCA
Luxembourg
$295K +$314K +57,298 New
Osaic Holdings
200
Osaic Holdings
Arizona
$282K +$5.84K +1,068 +2%

ITUB Hedge Fund Activity: Q2 2024 in Review

332 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q2 2024, worth a combined $4.9B — down 13% from $5.62B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ITUB positions and 32 closed out — a net gain of 14 holders — while 99 added to existing stakes and 121 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $158M. The largest seller was Perpetual Ltd, cutting an estimated $172M.

  • 332 institutional investors held Itaú Unibanco (ITUB) as of Q2 2024, up from 323 in Q1 2024.
  • Funds reported $4.9B of Itaú Unibanco stock for Q2 2024, down 13% quarter-over-quarter.
  • 46 funds opened new Itaú Unibanco positions in Q2 2024 and 32 closed out, a net change of +14 holders.
  • The largest Itaú Unibanco buyer in Q2 2024 was Arrowstreet Capital, an estimated $158M added.
  • The largest Itaú Unibanco seller in Q2 2024 was Perpetual Ltd, an estimated $172M sold.

Based on aggregated 13F filings for Q2 2024.