Itaú Unibanco
ITUB
281 hedge funds and large institutions have $11B invested in Itaú Unibanco in 2013 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 104 increasing their positions, 105 reducing their positions, and 40 closing their positions.
10% more capital invested
Capital invested by funds: $9.97B → $11B (+$1.01B)
0.64% more ownership
Funds ownership: 84.35% → 84.99% (+0.64%)
1% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 105
5% less funds holding in top 10
Funds holding in top 10: 20 → 19 (-1)
6% less funds holding
Funds holding: 298 → 281 (-17)
33% less call options, than puts
Call options by funds: $109M | Put options by funds: $163M
38% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$143M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$96.5M |
| 3 |
BG
BlackRock Group
London,
United Kingdom
|
+$46.3M |
| 4 |
Ninety One (UK)
London,
United Kingdom
|
+$43M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
+$39.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$159M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$71.6M |
| 3 |
Renaissance Technologies
New York
|
-$43.7M |
| 4 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
-$41.5M |
| 5 |
AG
Ashmore Group
London,
United Kingdom
|
-$27.2M |
ITUB Hedge Fund Activity: Q3 2013 in Review
281 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q3 2013, worth a combined $11B — up 10% from $9.97B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of ITUB and 25 opened new positions — a net loss of 15 holders — while 105 trimmed existing stakes and 104 added.
The largest buyer was OppenheimerFunds, adding an estimated $143M. The largest seller was Thornburg Investment Management, cutting an estimated $159M.
- 281 institutional investors held Itaú Unibanco (ITUB) as of Q3 2013, down from 298 in Q2 2013.
- Funds reported $11B of Itaú Unibanco stock for Q3 2013, up 10% quarter-over-quarter.
- 25 funds opened new Itaú Unibanco positions in Q3 2013 and 40 closed out, a net change of -15 holders.
- The largest Itaú Unibanco buyer in Q3 2013 was OppenheimerFunds, an estimated $143M added.
- The largest Itaú Unibanco seller in Q3 2013 was Thornburg Investment Management, an estimated $159M sold.
Based on aggregated 13F filings for Q3 2013.