Itaú Unibanco
ITUB
252 hedge funds and large institutions have $5.8B invested in Itaú Unibanco in 2016 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 98 reducing their positions, and 34 closing their positions.
25% more capital invested
Capital invested by funds: $4.63B → $5.8B (+$1.17B)
9% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 34
2% less funds holding
Funds holding: 256 → 252 (-4)
2.61% less ownership
Funds ownership: 53.08% → 50.47% (-2.6%)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
21% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 98
44% less call options, than puts
Call options by funds: $40.6M | Put options by funds: $72M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$62.6M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$58.9M |
| 3 |
Morgan Stanley
New York
|
+$56.7M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$53.8M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$123M |
| 2 |
GTP
Global Thematic Partners
New York
|
-$105M |
| 3 |
Ninety One (UK)
London,
United Kingdom
|
-$99.3M |
| 4 |
JP Morgan Chase
New York
|
-$81.9M |
| 5 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$76.7M |
ITUB Hedge Fund Activity: Q1 2016 in Review
252 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q1 2016, worth a combined $5.8B — up 25% from $4.63B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of ITUB and 31 opened new positions — a net loss of 3 holders — while 98 trimmed existing stakes and 77 added.
The largest buyer was Bank of America, adding an estimated $62.6M. The largest seller was Goldman Sachs, cutting an estimated $123M.
- 252 institutional investors held Itaú Unibanco (ITUB) as of Q1 2016, down from 256 in Q4 2015.
- Funds reported $5.8B of Itaú Unibanco stock for Q1 2016, up 25% quarter-over-quarter.
- 31 funds opened new Itaú Unibanco positions in Q1 2016 and 34 closed out, a net change of -3 holders.
- The largest Itaú Unibanco buyer in Q1 2016 was Bank of America, an estimated $62.6M added.
- The largest Itaú Unibanco seller in Q1 2016 was Goldman Sachs, an estimated $123M sold.
Based on aggregated 13F filings for Q1 2016.