Itaú Unibanco
ITUB
307 hedge funds and large institutions have $9.46B invested in Itaú Unibanco in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 103 increasing their positions, 96 reducing their positions, and 33 closing their positions.
76% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 33
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
8% more funds holding
Funds holding: 283 → 307 (+24)
1.64% more ownership
Funds ownership: 44.83% → 46.48% (+1.6%)
7% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 96
2% less capital invested
Capital invested by funds: $9.61B → $9.46B (-$155M)
62% less call options, than puts
Call options by funds: $39.5M | Put options by funds: $105M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$129M |
| 2 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$104M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$86.2M |
| 4 |
O
OppenheimerFunds
New York
|
+$72.3M |
| 5 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
+$68.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$89M |
| 2 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$32.4M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$32.1M |
| 4 |
QIM
Quantitative Investment Management
Charlottesville,
Virginia
|
-$31.4M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$28.8M |
ITUB Hedge Fund Activity: Q4 2017 in Review
307 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q4 2017, worth a combined $9.46B — down 1.6% from $9.61B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new ITUB positions and 33 closed out — a net gain of 25 holders — while 103 added to existing stakes and 96 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $129M. The largest seller was Orbis Allan Gray, exiting entirely with an estimated $89M sold.
- 307 institutional investors held Itaú Unibanco (ITUB) as of Q4 2017, up from 283 in Q3 2017.
- Funds reported $9.46B of Itaú Unibanco stock for Q4 2017, down 1.6% quarter-over-quarter.
- 58 funds opened new Itaú Unibanco positions in Q4 2017 and 33 closed out, a net change of +25 holders.
- The largest Itaú Unibanco buyer in Q4 2017 was Capital Research Global Investors, an estimated $129M added.
- The largest Itaú Unibanco seller in Q4 2017 was Orbis Allan Gray, an estimated $89M sold.
Based on aggregated 13F filings for Q4 2017.