Itaú Unibanco
ITUB
284 hedge funds and large institutions have $7.31B invested in Itaú Unibanco in 2016 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 97 increasing their positions, 99 reducing their positions, and 25 closing their positions.
80% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 25
15% more capital invested
Capital invested by funds: $6.36B → $7.31B (+$946M)
13% more funds holding in top 10
Funds holding in top 10: 16 → 18 (+2)
7% more funds holding
Funds holding: 265 → 284 (+19)
0.47% less ownership
Funds ownership: 52.06% → 51.59% (-0.47%)
2% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 99
6% less call options, than puts
Call options by funds: $32.4M | Put options by funds: $34.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$138M |
| 2 |
CCM
Conatus Capital Management
Greenwich,
Connecticut
|
+$51.6M |
| 3 |
Dodge & Cox
San Francisco,
California
|
+$43.5M |
| 4 |
D.E. Shaw & Co
New York
|
+$38.4M |
| 5 |
BAM
Baring Asset Management
London,
United Kingdom
|
+$36.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$124M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$57.7M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$51.3M |
| 4 |
Swedbank
Stockholm,
Sweden
|
-$48.9M |
| 5 |
EA
Emerald Acquisition
Seattle,
Washington
|
-$45.8M |
ITUB Hedge Fund Activity: Q3 2016 in Review
284 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q3 2016, worth a combined $7.31B — up 15% from $6.36B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new ITUB positions and 25 closed out — a net gain of 20 holders — while 97 added to existing stakes and 99 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $138M. The largest seller was Massachusetts Financial Services, cutting an estimated $124M.
- 284 institutional investors held Itaú Unibanco (ITUB) as of Q3 2016, up from 265 in Q2 2016.
- Funds reported $7.31B of Itaú Unibanco stock for Q3 2016, up 15% quarter-over-quarter.
- 45 funds opened new Itaú Unibanco positions in Q3 2016 and 25 closed out, a net change of +20 holders.
- The largest Itaú Unibanco buyer in Q3 2016 was Arrowstreet Capital, an estimated $138M added.
- The largest Itaú Unibanco seller in Q3 2016 was Massachusetts Financial Services, an estimated $124M sold.
Based on aggregated 13F filings for Q3 2016.