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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
ECU
201
Eisler Capital (UK)
United Kingdom
$274K +$291K +53,163 New
HSA
202
HBK Sorce Advisory
Pennsylvania
$248K -$23.6K -4,314 -8%
BTI
203
Blue Trust Inc
Georgia
$245K +$71.4K +13,051 +48%
William Blair & Company
204
William Blair & Company
Illinois
$242K +$92.3K +16,874 +56%
SFA
205
Sequoia Financial Advisors
Ohio
$241K -$3.29K -602 -1%
SWM
206
Spire Wealth Management
Virginia
$239K -$3.1K -566 -1%
PHS
207
Pekin Hardy Strauss
Illinois
$237K -$434K -79,310 -63%
Wealth Enhancement Advisory Services
208
Wealth Enhancement Advisory Services
Minnesota
$232K +$39.8K +7,265 +19%
TRCT
209
Tower Research Capital (TRC)
New York
$221K +$50.1K +9,156 +27%
BAM
210
Blueshift Asset Management
New Jersey
$220K +$233K +42,613 New
ACA
211
Atlas Capital Advisors
Wyoming
$218K
NW
212
NewEdge Wealth
Pennsylvania
$215K -$4.42K -808 -2%
Envestnet Portfolio Solutions
213
Envestnet Portfolio Solutions
Illinois
$210K -$10.3K -1,880 -4%
CHP
214
Cable Hill Partners
Oregon
$209K +$220K +40,172 New
VAS
215
Vestmark Advisory Solutions
Massachusetts
$202K -$6.9K -1,261 -3%
Mercer Global Advisors
216
Mercer Global Advisors
Colorado
$200K -$14K -2,561 -6%
Truist Financial
217
Truist Financial
North Carolina
$199K -$63.8K -11,661 -23%
MIP
218
Marietta Investment Partners
Wisconsin
$196K
SAM
219
Sompo Asset Management
Japan
$195K -$16.1K -2,935 -7%
LSA
220
Leonteq Securities AG
Switzerland
$188K +$34.3K +6,277 +21%
GAM
221
Gould Asset Management
California
$179K
CIBC Private Wealth Group
222
CIBC Private Wealth Group
Georgia
$172K +$2.78K +508 +2%
SI
223
Stephens Inc
Arkansas
$168K
Cetera Investment Advisers
224
Cetera Investment Advisers
Illinois
$168K -$2.03K -371 -1%
SG Americas Securities
225
SG Americas Securities
New York
$165K +$175K +31,943 New

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.