Itaú Unibanco
ITUB
256 hedge funds and large institutions have $4.64B invested in Itaú Unibanco in 2015 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 92 increasing their positions, 96 reducing their positions, and 33 closing their positions.
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
8% more call options, than puts
Call options by funds: $31.1M | Put options by funds: $28.7M
3% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 33
0% more funds holding
Funds holding: 256 → 256 (0)
4% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 96
4.28% less ownership
Funds ownership: 57.56% → 53.28% (-4.3%)
9% less capital invested
Capital invested by funds: $5.1B → $4.64B (-$458M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$185M |
| 2 |
JP Morgan Chase
New York
|
+$29.9M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$28.3M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$27.9M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$78.4M |
| 2 |
GAM
Genesis Asset Managers
Guernsey, Channel Islands,
United Kingdom
|
-$72.4M |
| 3 |
Ninety One (UK)
London,
United Kingdom
|
-$68M |
| 4 |
Morgan Stanley
New York
|
-$58.9M |
| 5 |
Goldman Sachs
New York
|
-$57.3M |
ITUB Hedge Fund Activity: Q4 2015 in Review
256 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q4 2015, worth a combined $4.64B — down 9% from $5.1B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new ITUB positions and 33 closed out — a net gain of 1 holder — while 92 added to existing stakes and 96 trimmed.
The largest buyer was Harding Loevner, adding an estimated $185M. The largest seller was Massachusetts Financial Services, cutting an estimated $78.4M.
- 256 institutional investors held Itaú Unibanco (ITUB) as of Q4 2015, unchanged from Q3 2015.
- Funds reported $4.64B of Itaú Unibanco stock for Q4 2015, down 9% quarter-over-quarter.
- 34 funds opened new Itaú Unibanco positions in Q4 2015 and 33 closed out, a net change of +1 holder.
- The largest Itaú Unibanco buyer in Q4 2015 was Harding Loevner, an estimated $185M added.
- The largest Itaú Unibanco seller in Q4 2015 was Massachusetts Financial Services, an estimated $78.4M sold.
Based on aggregated 13F filings for Q4 2015.