Itaú Unibanco
ITUB
331 hedge funds and large institutions have $11.4B invested in Itaú Unibanco in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 106 increasing their positions, 135 reducing their positions, and 47 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 12 → 15 (+3)
17% more capital invested
Capital invested by funds: $9.73B → $11.4B (+$1.68B)
3.02% more ownership
Funds ownership: 31.36% → 34.38% (+3%)
3% less funds holding
Funds holding: 343 → 331 (-12)
17% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 47
21% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 135
86% less call options, than puts
Call options by funds: $36.5M | Put options by funds: $264M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$664M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$422M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$204M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$101M |
| 5 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$64.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$146M |
| 2 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$111M |
| 3 |
AI
Axiom Investors
Greenwich,
Connecticut
|
-$71.2M |
| 4 |
Renaissance Technologies
New York
|
-$64.5M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$64.1M |
ITUB Hedge Fund Activity: Q2 2019 in Review
331 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q2 2019, worth a combined $11.4B — up 17% from $9.73B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of ITUB and 39 opened new positions — a net loss of 8 holders — while 135 trimmed existing stakes and 106 added.
The largest buyer was Schroder Investment Management Group, adding an estimated $664M. The largest seller was Fidelity Investments, cutting an estimated $146M.
- 331 institutional investors held Itaú Unibanco (ITUB) as of Q2 2019, down from 343 in Q1 2019.
- Funds reported $11.4B of Itaú Unibanco stock for Q2 2019, up 17% quarter-over-quarter.
- 39 funds opened new Itaú Unibanco positions in Q2 2019 and 47 closed out, a net change of -8 holders.
- The largest Itaú Unibanco buyer in Q2 2019 was Schroder Investment Management Group, an estimated $664M added.
- The largest Itaú Unibanco seller in Q2 2019 was Fidelity Investments, an estimated $146M sold.
Based on aggregated 13F filings for Q2 2019.