Itaú Unibanco
ITUB
291 hedge funds and large institutions have $9.92B invested in Itaú Unibanco in 2014 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 130 reducing their positions, and 37 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 10 → 15 (+5)
3% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 37
0.06% less ownership
Funds ownership: 69.11% → 69.05% (-0.06%)
2% less funds holding
Funds holding: 297 → 291 (-6)
6% less capital invested
Capital invested by funds: $10.6B → $9.92B (-$688M)
31% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 130
34% less call options, than puts
Call options by funds: $107M | Put options by funds: $162M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Vontobel Asset Management
New York
|
+$226M |
| 2 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$170M |
| 3 |
GAM
Genesis Asset Managers
Guernsey, Channel Islands,
United Kingdom
|
+$136M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$113M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$75.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Marketfield Asset Management
New York
|
-$222M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$137M |
| 3 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$134M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$94.3M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$89M |
ITUB Hedge Fund Activity: Q4 2014 in Review
291 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q4 2014, worth a combined $9.92B — down 6.5% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new ITUB positions and 37 closed out — a net gain of 1 holder — while 90 added to existing stakes and 130 trimmed.
The largest buyer was Vontobel Asset Management, adding an estimated $226M. The largest seller was Marketfield Asset Management, exiting entirely with an estimated $222M sold.
- 291 institutional investors held Itaú Unibanco (ITUB) as of Q4 2014, down from 297 in Q3 2014.
- Funds reported $9.92B of Itaú Unibanco stock for Q4 2014, down 6.5% quarter-over-quarter.
- 38 funds opened new Itaú Unibanco positions in Q4 2014 and 37 closed out, a net change of +1 holder.
- The largest Itaú Unibanco buyer in Q4 2014 was Vontobel Asset Management, an estimated $226M added.
- The largest Itaú Unibanco seller in Q4 2014 was Marketfield Asset Management, an estimated $222M sold.
Based on aggregated 13F filings for Q4 2014.