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Itaú Unibanco

294 hedge funds and large institutions have $9.54B invested in Itaú Unibanco in 2018 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 107 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $7.81B → $9.54B (+$1.73B)

2.37% more ownership

Funds ownership: 48.08%50.45% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

7% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 46

2% less funds holding

Funds holding: 299294 (-5)

11% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 107

78% less call options, than puts

Call options by funds: $63.1M | Put options by funds: $288M

Holders
294
Holders Change
-5
Holders Change %
-1.67%
% of All Funds
6.72%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
43
Increased
95
Reduced
107
Closed
46
Calls
$63.1M
Puts
$288M
Net Calls
-$225M
Net Calls Change
-$80.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HC
201
Henshaw Capital
Massachusetts
$300K +$5.38K +1,002 +2%
BAAM
202
Baker Avenue Asset Management
California
$292K -$1.35K -251 -0.5%
AG
203
Advisor Group
Arizona
$289K +$47.2K +8,776 +19%
P
204
Pitcairn
Pennsylvania
$288K -$6.78K -1,261 -2%
DekaBank Deutsche Girozentrale
205
DekaBank Deutsche Girozentrale
Germany
$270K
FTUS
206
Flow Traders U.S.
New York
$253K +$255K +47,445 New
SC
207
Saturna Capital
Washington
$242K
Wolverine Trading
208
Wolverine Trading
Illinois
$236K -$323K -60,024 -58%
YWP
209
YorkBridge Wealth Partners
New York
$235K +$285 +53 +0.1%
MTCM
210
Mint Tower Capital Management
Netherlands
$232K -$421K -78,356 -64%
CIC
211
Cutler Investment Counsel
Oregon
$212K
GAM
212
Gould Asset Management
California
$193K +$9.38K +1,746 +5%
BTS
213
BB&T Securities
Virginia
$191K -$468 -87 -0.2%
KWA
214
KCS Wealth Advisory
California
$190K +$13.7K +2,544 +8%
WTC
215
WhitTier Trust Company
Nevada
$182K -$34.3K -6,386 -16%
FCI
216
Financial Counselors Inc
Kansas
$182K
Tudor Investment Corp
217
Tudor Investment Corp
Connecticut
$171K +$172K +32,034 New
FGAM
218
Financial Gravity Asset Management
Texas
$168K +$15.6K +2,899 +12%
OWA
219
One Wealth Advisors
California
$166K -$774 -144 -0.5%
GT
220
Greenleaf Trust
Michigan
$165K +$167K +31,044 New
CLOS
221
Compagnie Lombard Odier SCmA
Switzerland
$163K +$22.3K +4,146 +16%
AP
222
Advisor Partners
California
$162K +$1.42K +265 +0.9%
I
223
IberiaBank
Louisiana
$154K +$155K +28,873 New
SCM
224
Sterling Capital Management
North Carolina
$152K -$13.9K -2,590 -8%
BC
225
Brinker Capital
Pennsylvania
$146K +$1.69K +314 +1%

ITUB Hedge Fund Activity: Q3 2018 in Review

294 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q3 2018, worth a combined $9.54B — up 22% from $7.81B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of ITUB and 43 opened new positions — a net loss of 3 holders — while 107 trimmed existing stakes and 95 added.

The largest buyer was Vontobel Asset Management, adding an estimated $235M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $92.4M sold.

  • 294 institutional investors held Itaú Unibanco (ITUB) as of Q3 2018, down from 299 in Q2 2018.
  • Funds reported $9.54B of Itaú Unibanco stock for Q3 2018, up 22% quarter-over-quarter.
  • 43 funds opened new Itaú Unibanco positions in Q3 2018 and 46 closed out, a net change of -3 holders.
  • The largest Itaú Unibanco buyer in Q3 2018 was Vontobel Asset Management, an estimated $235M added.
  • The largest Itaú Unibanco seller in Q3 2018 was Arrowstreet Capital, an estimated $92.4M sold.

Based on aggregated 13F filings for Q3 2018.