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Itaú Unibanco

256 hedge funds and large institutions have $5.1B invested in Itaú Unibanco in 2015 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 134 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 277256 (-21)

8.4% less ownership

Funds ownership: 65.96%57.56% (-8.4%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

36% less capital invested

Capital invested by funds: $7.91B → $5.1B (-$2.81B)

38% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 134

45% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 44

51% less call options, than puts

Call options by funds: $14.7M | Put options by funds: $30M

Holders
256
Holders Change
-21
Holders Change %
-7.58%
% of All Funds
7.15%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.28%
New
24
Increased
83
Reduced
134
Closed
44
Calls
$14.7M
Puts
$30M
Net Calls
-$15.3M
Net Calls Change
+$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$308M +$52.2M +14,692,089 +16%
JP Morgan Chase
2
JP Morgan Chase
New York
$278M +$56.5M +15,913,180 +20%
Vanguard Group
3
Vanguard Group
Pennsylvania
$263M -$34.5M -9,706,779 -10%
HL
4
Harding Loevner
New Jersey
$219M -$15.4M -4,343,316 -5%
Franklin Resources
5
Franklin Resources
California
$215M -$38.6M -10,881,026 -13%
GTP
6
Global Thematic Partners
New York
$213M +$168M +47,425,516 +187%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$203M -$1.79M -504,437 -0.7%
Goldman Sachs
8
Goldman Sachs
New York
$190M +$148M +41,616,008 +177%
Ninety One (UK)
9
Ninety One (UK)
United Kingdom
$186M +$18.5M +5,202,002 +9%
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$177M -$3.17M -892,233 -1%
GAM
11
Genesis Asset Managers
United Kingdom
$141M -$5.82M -1,639,720 -3%
Capital World Investors
12
Capital World Investors
California
$136M
WGI
13
Westwood Global Investments
Massachusetts
$133M +$7M +1,970,479 +5%
Bank of America
14
Bank of America
North Carolina
$125M +$18.3M +5,153,944 +14%
BG
15
BlackRock Group
United Kingdom
$122M -$28.3M -7,967,960 -16%
Morgan Stanley
16
Morgan Stanley
New York
$94.3M -$10.2M -2,863,825 -8%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$93.6M +$5.98M +1,684,467 +6%
Swedbank
18
Swedbank
Sweden
$89.1M -$21 -6 -0%
RFC
19
Russell Frank Company
Washington
$84.4M -$6.91M -1,947,205 -6%
Macquarie Group
20
Macquarie Group
Australia
$70.3M -$1.6M -449,786 -2%
State Street
21
State Street
Massachusetts
$62.7M +$774 +218 +0%
Capital International Investors
22
Capital International Investors
California
$60.8M
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$60.5M -$2.81M -791,062 -4%
CGT
24
Capital Guardian Trust
California
$59.6M +$17.7M +4,997,036 +32%
WT
25
Wellcome Trust
United Kingdom
$53.6M +$20.9M +5,895,871 +47%

ITUB Hedge Fund Activity: Q3 2015 in Review

256 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q3 2015, worth a combined $5.1B — down 36% from $7.91B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of ITUB and 24 opened new positions — a net loss of 20 holders — while 134 trimmed existing stakes and 83 added.

The largest buyer was Global Thematic Partners, adding an estimated $168M. The largest seller was Northern Cross, exiting entirely with an estimated $257M sold.

  • 256 institutional investors held Itaú Unibanco (ITUB) as of Q3 2015, down from 277 in Q2 2015.
  • Funds reported $5.1B of Itaú Unibanco stock for Q3 2015, down 36% quarter-over-quarter.
  • 24 funds opened new Itaú Unibanco positions in Q3 2015 and 44 closed out, a net change of -20 holders.
  • The largest Itaú Unibanco buyer in Q3 2015 was Global Thematic Partners, an estimated $168M added.
  • The largest Itaú Unibanco seller in Q3 2015 was Northern Cross, an estimated $257M sold.

Based on aggregated 13F filings for Q3 2015.