Itaú Unibanco
ITUB
285 hedge funds and large institutions have $8.45B invested in Itaú Unibanco in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 103 increasing their positions, 119 reducing their positions, and 33 closing their positions.
0.14% more ownership
Funds ownership: 69.05% → 69.19% (+0.14%)
2% less funds holding
Funds holding: 291 → 285 (-6)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
12% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 33
13% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 119
15% less capital invested
Capital invested by funds: $9.95B → $8.45B (-$1.5B)
50% less call options, than puts
Call options by funds: $27.7M | Put options by funds: $55.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$129M |
| 2 |
GAM
Genesis Asset Managers
Guernsey, Channel Islands,
United Kingdom
|
+$128M |
| 3 |
GTP
Global Thematic Partners
New York
|
+$113M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$96.9M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$77.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Vontobel Asset Management
New York
|
-$225M |
| 2 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$103M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$83.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$70.6M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$66.4M |
ITUB Hedge Fund Activity: Q1 2015 in Review
285 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q1 2015, worth a combined $8.45B — down 15% from $9.95B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of ITUB and 29 opened new positions — a net loss of 4 holders — while 119 trimmed existing stakes and 103 added.
The largest buyer was Capital World Investors, adding an estimated $129M. The largest seller was Vontobel Asset Management, cutting an estimated $225M.
- 285 institutional investors held Itaú Unibanco (ITUB) as of Q1 2015, down from 291 in Q4 2014.
- Funds reported $8.45B of Itaú Unibanco stock for Q1 2015, down 15% quarter-over-quarter.
- 29 funds opened new Itaú Unibanco positions in Q1 2015 and 33 closed out, a net change of -4 holders.
- The largest Itaú Unibanco buyer in Q1 2015 was Capital World Investors, an estimated $129M added.
- The largest Itaú Unibanco seller in Q1 2015 was Vontobel Asset Management, an estimated $225M sold.
Based on aggregated 13F filings for Q1 2015.