Itaú Unibanco
ITUB
265 hedge funds and large institutions have $6.46B invested in Itaú Unibanco in 2016 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 100 reducing their positions, and 24 closing their positions.
67% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 24
60% more funds holding in top 10
Funds holding in top 10: 10 → 16 (+6)
11% more capital invested
Capital invested by funds: $5.8B → $6.46B (+$658M)
5% more funds holding
Funds holding: 252 → 265 (+13)
2.36% more ownership
Funds ownership: 50.47% → 52.82% (+2.4%)
25% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 100
49% less call options, than puts
Call options by funds: $20.2M | Put options by funds: $39.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$177M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$141M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$86.3M |
| 4 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$70.9M |
| 5 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
+$64.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$146M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$144M |
| 3 |
GTP
Global Thematic Partners
New York
|
-$95.1M |
| 4 |
Morgan Stanley
New York
|
-$82.5M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$63.4M |
ITUB Hedge Fund Activity: Q2 2016 in Review
265 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q2 2016, worth a combined $6.46B — up 11% from $5.8B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new ITUB positions and 24 closed out — a net gain of 16 holders — while 75 added to existing stakes and 100 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $177M. The largest seller was JP Morgan Chase, cutting an estimated $146M.
- 265 institutional investors held Itaú Unibanco (ITUB) as of Q2 2016, up from 252 in Q1 2016.
- Funds reported $6.46B of Itaú Unibanco stock for Q2 2016, up 11% quarter-over-quarter.
- 40 funds opened new Itaú Unibanco positions in Q2 2016 and 24 closed out, a net change of +16 holders.
- The largest Itaú Unibanco buyer in Q2 2016 was Wellington Management Group, an estimated $177M added.
- The largest Itaú Unibanco seller in Q2 2016 was JP Morgan Chase, an estimated $146M sold.
Based on aggregated 13F filings for Q2 2016.