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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
ONB
201
Old National Bancorp
Indiana
$253K -$7.97K -1,977 -3%
HSA
202
HBK Sorce Advisory
Pennsylvania
$241K +$9.85K +2,444 +5%
PGFC
203
Peapack-Gladstone Financial Corp
New Jersey
$238K +$8.44K +2,094 +4%
LNWWM
204
Laird Norton Wetherby Wealth Management
California
$228K +$2.97K +738 +1%
FCI
205
Financial Counselors Inc
Kansas
$227K +$84.8K +21,043 +68%
M&T Bank
206
M&T Bank
New York
$215K -$64.8K -16,077 -25%
JGGDR
207
JGP Global Gestao de Recursos
Brazil
$210K -$931K -230,887 -83%
CS
208
Comerica Securities
Michigan
$206K -$51.7K -12,820 -22%
CCP
209
Corient Capital Partners
California
$195K +$63.1K +15,647 +54%
AC
210
Avestar Capital
New York
$189K +$20.4K +5,061 +13%
CG
211
Caprock Group
Idaho
$183K -$6.23K -1,545 -4%
EVM
212
Eaton Vance Management
Massachusetts
$183K +$169K +41,847 New
HH
213
Hilltop Holdings
Texas
$172K +$159K +39,402 New
BAM
214
Blueshift Asset Management
New Jersey
$171K +$158K +39,138 New
AAM
215
Advisors Asset Management
Colorado
$165K +$18.8K +4,653 +14%
BWP
216
Baldwin Wealth Partners
Massachusetts
$164K -$23K -5,718 -13%
Vontobel Holding
217
Vontobel Holding
Switzerland
$158K -$226K -56,187 -61%
HF
218
HRT Financial
New York
$157K +$146K +36,116 New
XT
219
XTX Topco
Cayman Islands
$152K +$140K +34,652 New
VAS
220
Vestmark Advisory Solutions
Massachusetts
$151K -$25K -6,206 -15%
FHC
221
First Horizon Corporation
Tennessee
$144K
GAM
222
Gould Asset Management
California
$142K
SCA
223
Snowden Capital Advisors
New York
$136K -$8.15K -2,023 -6%
QCG
224
Quadrant Capital Group
Ohio
$135K -$64 -16 -0.1%
DAM
225
Deltec Asset Management
New York
$134K

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.