Itaú Unibanco
ITUB
295 hedge funds and large institutions have $10.3B invested in Itaú Unibanco in 2013 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 103 increasing their positions, 112 reducing their positions, and 27 closing their positions.
59% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 27
5% more funds holding
Funds holding: 281 → 295 (+14)
8% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 112
1.95% less ownership
Funds ownership: 84.99% → 83.05% (-1.9%)
6% less capital invested
Capital invested by funds: $11B → $10.3B (-$680M)
32% less funds holding in top 10
Funds holding in top 10: 19 → 13 (-6)
48% less call options, than puts
Call options by funds: $82.8M | Put options by funds: $160M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Vontobel Asset Management
New York
|
+$198M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$76.5M |
| 3 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$59.8M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$52.4M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$42.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAM
Genesis Asset Managers
Guernsey, Channel Islands,
United Kingdom
|
-$212M |
| 2 |
O
OppenheimerFunds
New York
|
-$160M |
| 3 |
GTP
Global Thematic Partners
New York
|
-$137M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$48.9M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$45.1M |
ITUB Hedge Fund Activity: Q4 2013 in Review
295 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q4 2013, worth a combined $10.3B — down 6.2% from $11B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new ITUB positions and 27 closed out — a net gain of 16 holders — while 103 added to existing stakes and 112 trimmed.
The largest buyer was Vontobel Asset Management, opening a new position worth an estimated $198M. The largest seller was Genesis Asset Managers, cutting an estimated $212M.
- 295 institutional investors held Itaú Unibanco (ITUB) as of Q4 2013, up from 281 in Q3 2013.
- Funds reported $10.3B of Itaú Unibanco stock for Q4 2013, down 6.2% quarter-over-quarter.
- 43 funds opened new Itaú Unibanco positions in Q4 2013 and 27 closed out, a net change of +16 holders.
- The largest Itaú Unibanco buyer in Q4 2013 was Vontobel Asset Management, an estimated $198M added.
- The largest Itaú Unibanco seller in Q4 2013 was Genesis Asset Managers, an estimated $212M sold.
Based on aggregated 13F filings for Q4 2013.