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Itaú Unibanco
ITUB

283 hedge funds and large institutions have $9.61B invested in Itaú Unibanco in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 99 increasing their positions, 109 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $7.62B → $9.61B (+$1.99B)

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

0.82% more ownership

Funds ownership: 44.01% → 44.83% (+0.82%)

9% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 109

5% less funds holding

Funds holding: 298 → 283 (-15)

29% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 28

64% less call options, than puts

Call options by funds: $29.5M | Put options by funds: $81.7M

Holders
283
Holders Change
-15
Holders Change %
-5.03%
% of All Funds
7.06%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
20
Increased
99
Reduced
109
Closed
28
Calls
$29.5M
Puts
$81.7M
Net Calls
-$52.2M
Net Calls Change
-$4.24M

Top Buyers

1
MIP
Mondrian Investment Partners
United Kingdom
+$217M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$94.1M
3
HL
Harding Loevner
New Jersey
+$81.4M
4
UBS AM
UBS AM
Illinois
+$76M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$65.5M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$112M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$88.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$86.5M
4
BlackRock
BlackRock
New York
-$59.8M
5
Citigroup
Citigroup
New York
-$52.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
HC
201
Henshaw Capital
Massachusetts
$394K +$149K +24,347 +70%
CS
202
Candriam SCA
Luxembourg
$390K +$10.1K +1,649 +3%
BAAM
203
Baker Avenue Asset Management
California
$364K – – –
JMPWA
204
JP Morgan Private Wealth Advisors
California
$360K +$2.34K +383 +0.7%
Cerity Partners
205
Cerity Partners
New York
$331K -$235K -38,482 -44%
William Blair & Company
206
William Blair & Company
Illinois
$319K -$96K -15,721 -25%
Janney Montgomery Scott
207
Janney Montgomery Scott
Pennsylvania
$312K +$22.2K +3,641 +8%
Mariner
208
Mariner
Kansas
$308K -$2.87K -470 -1%
SC
209
Saturna Capital
Washington
$301K – – –
CL
210
Choreo LLC
Illinois
$294K – – –
IWA
211
Intercontinental Wealth Advisors
Texas
$290K +$45.8K +7,504 +21%
UCFA
212
United Capital Financial Advisors
Texas
$266K -$7.81K -1,278 -3%
CIC
213
Cutler Investment Counsel
Oregon
$264K – – –
GAM
214
Gould Asset Management
California
$255K – – –
USAA
215
United Services Automobile Association
Texas
$245K +$10.8K +1,775 +5%
FCI
216
Financial Counselors Inc
Kansas
$229K +$1.22K +200 +0.6%
SCM
217
Sterling Capital Management
North Carolina
$227K +$23.4K +3,833 +13%
Capital Fund Management (CFM)
218
Capital Fund Management (CFM)
France
$218K +$56.1K +9,188 +39%
AG
219
Advisor Group
Arizona
$214K -$11.4K -1,862 -5%
SFA
220
Sequoia Financial Advisors
Ohio
$199K – – –
MME
221
Meag Munich Ergo
Germany
$194K – – –
TSS
222
Two Sigma Securities
New York
$192K -$355K -58,187 -67%
ONB
223
Old National Bancorp
Indiana
$185K -$336 -55 -0.2%
M&T Bank
224
M&T Bank
New York
$182K +$40.6K +6,652 +32%
YWP
225
YorkBridge Wealth Partners
New York
$179K +$275 +45 +0.2%
7 8
9
10 11

ITUB Hedge Fund Activity: Q3 2017 in Review

283 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q3 2017, worth a combined $9.61B — up 26% from $7.62B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of ITUB and 20 opened new positions — a net loss of 8 holders — while 109 trimmed existing stakes and 99 added.

The largest buyer was Mondrian Investment Partners, opening a new position worth an estimated $217M. The largest seller was Schroder Investment Management Group, cutting an estimated $112M.

  • 283 institutional investors held Itaú Unibanco (ITUB) as of Q3 2017, down from 298 in Q2 2017.
  • Funds reported $9.61B of Itaú Unibanco stock for Q3 2017, up 26% quarter-over-quarter.
  • 20 funds opened new Itaú Unibanco positions in Q3 2017 and 28 closed out, a net change of -8 holders.
  • The largest Itaú Unibanco buyer in Q3 2017 was Mondrian Investment Partners, an estimated $217M added.
  • The largest Itaú Unibanco seller in Q3 2017 was Schroder Investment Management Group, an estimated $112M sold.

Based on aggregated 13F filings for Q3 2017.