Itaú Unibanco
ITUB
299 hedge funds and large institutions have $7.81B invested in Itaú Unibanco in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 109 reducing their positions, and 39 closing their positions.
0.37% more ownership
Funds ownership: 47.71% → 48.08% (+0.37%)
2% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 109
3% less funds holding
Funds holding: 308 → 299 (-9)
13% less funds holding in top 10
Funds holding in top 10: 16 → 14 (-2)
15% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 39
33% less capital invested
Capital invested by funds: $11.6B → $7.81B (-$3.81B)
79% less call options, than puts
Call options by funds: $37.4M | Put options by funds: $182M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$114M |
| 2 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$72.8M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$68.8M |
| 4 |
VAM
Vontobel Asset Management
New York
|
+$60.6M |
| 5 |
Renaissance Technologies
New York
|
+$53.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$133M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$83.9M |
| 3 |
AI
Axiom Investors
Greenwich,
Connecticut
|
-$75.2M |
| 4 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
-$47M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$43.7M |
ITUB Hedge Fund Activity: Q2 2018 in Review
299 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q2 2018, worth a combined $7.81B — down 33% from $11.6B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of ITUB and 33 opened new positions — a net loss of 6 holders — while 109 trimmed existing stakes and 107 added.
The largest buyer was Schroder Investment Management Group, adding an estimated $114M. The largest seller was Wellington Management Group, cutting an estimated $133M.
- 299 institutional investors held Itaú Unibanco (ITUB) as of Q2 2018, down from 308 in Q1 2018.
- Funds reported $7.81B of Itaú Unibanco stock for Q2 2018, down 33% quarter-over-quarter.
- 33 funds opened new Itaú Unibanco positions in Q2 2018 and 39 closed out, a net change of -6 holders.
- The largest Itaú Unibanco buyer in Q2 2018 was Schroder Investment Management Group, an estimated $114M added.
- The largest Itaú Unibanco seller in Q2 2018 was Wellington Management Group, an estimated $133M sold.
Based on aggregated 13F filings for Q2 2018.