Itaú Unibanco
ITUB
276 hedge funds and large institutions have $7.25B invested in Itaú Unibanco in 2016 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 136 reducing their positions, and 39 closing their positions.
1% less capital invested
Capital invested by funds: $7.29B → $7.25B (-$40.7M)
5% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 39
2% less funds holding
Funds holding: 283 → 276 (-7)
6.57% less ownership
Funds ownership: 51.59% → 45.02% (-6.6%)
17% less funds holding in top 10
Funds holding in top 10: 18 → 15 (-3)
31% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 136
46% less call options, than puts
Call options by funds: $28.4M | Put options by funds: $52.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$130M |
| 2 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$107M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$71.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$61.9M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$55.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$148M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$102M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$95.4M |
| 4 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
-$66.6M |
| 5 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
-$58.5M |
ITUB Hedge Fund Activity: Q4 2016 in Review
276 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q4 2016, worth a combined $7.25B — down 0.56% from $7.29B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of ITUB and 37 opened new positions — a net loss of 2 holders — while 136 trimmed existing stakes and 94 added.
The largest buyer was Capital World Investors, adding an estimated $130M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $148M sold.
- 276 institutional investors held Itaú Unibanco (ITUB) as of Q4 2016, down from 283 in Q3 2016.
- Funds reported $7.25B of Itaú Unibanco stock for Q4 2016, down 0.56% quarter-over-quarter.
- 37 funds opened new Itaú Unibanco positions in Q4 2016 and 39 closed out, a net change of -2 holders.
- The largest Itaú Unibanco buyer in Q4 2016 was Capital World Investors, an estimated $130M added.
- The largest Itaú Unibanco seller in Q4 2016 was Arrowstreet Capital, an estimated $148M sold.
Based on aggregated 13F filings for Q4 2016.