Itaú Unibanco
ITUB
297 hedge funds and large institutions have $8.8B invested in Itaú Unibanco in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 96 increasing their positions, 117 reducing their positions, and 21 closing their positions.
129% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 21
21% more capital invested
Capital invested by funds: $7.25B → $8.8B (+$1.55B)
8% more funds holding
Funds holding: 276 → 297 (+21)
1.47% more ownership
Funds ownership: 45.02% → 46.49% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
6% less call options, than puts
Call options by funds: $19.9M | Put options by funds: $21.1M
18% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 117
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$522M |
| 2 |
JP Morgan Chase
New York
|
+$188M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$151M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
+$137M |
| 5 |
Morgan Stanley
New York
|
+$96.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$239M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$127M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$79.6M |
| 4 |
GAM
Genesis Asset Managers
Guernsey, Channel Islands,
United Kingdom
|
-$57.8M |
| 5 |
Capital Fund Management (CFM)
Paris,
France
|
-$31.6M |
ITUB Hedge Fund Activity: Q1 2017 in Review
297 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q1 2017, worth a combined $8.8B — up 21% from $7.25B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new ITUB positions and 21 closed out — a net gain of 27 holders — while 96 added to existing stakes and 117 trimmed.
The largest buyer was BlackRock, adding an estimated $522M. The largest seller was Orbis Allan Gray, cutting an estimated $239M.
- 297 institutional investors held Itaú Unibanco (ITUB) as of Q1 2017, up from 276 in Q4 2016.
- Funds reported $8.8B of Itaú Unibanco stock for Q1 2017, up 21% quarter-over-quarter.
- 48 funds opened new Itaú Unibanco positions in Q1 2017 and 21 closed out, a net change of +27 holders.
- The largest Itaú Unibanco buyer in Q1 2017 was BlackRock, an estimated $522M added.
- The largest Itaú Unibanco seller in Q1 2017 was Orbis Allan Gray, an estimated $239M sold.
Based on aggregated 13F filings for Q1 2017.