Itaú Unibanco
ITUB
316 hedge funds and large institutions have $9.6B invested in Itaú Unibanco in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 98 increasing their positions, 119 reducing their positions, and 48 closing their positions.
2.04% less ownership
Funds ownership: 34.38% → 32.34% (-2%)
5% less funds holding
Funds holding: 331 → 316 (-15)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
16% less capital invested
Capital invested by funds: $11.4B → $9.6B (-$1.81B)
18% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 119
27% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 48
82% less call options, than puts
Call options by funds: $41.8M | Put options by funds: $236M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$89.2M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$73.1M |
| 3 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$55.1M |
| 4 |
Two Sigma Investments
New York
|
+$42.8M |
| 5 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
+$35.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$692M |
| 2 |
BlackRock
New York
|
-$124M |
| 3 |
TI
TT International
London,
United Kingdom
|
-$51.5M |
| 4 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$50.8M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$41.9M |
ITUB Hedge Fund Activity: Q3 2019 in Review
316 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q3 2019, worth a combined $9.6B — down 16% from $11.4B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of ITUB and 35 opened new positions — a net loss of 13 holders — while 119 trimmed existing stakes and 98 added.
The largest buyer was Fisher Asset Management, adding an estimated $89.2M. The largest seller was Schroder Investment Management Group, cutting an estimated $692M.
- 316 institutional investors held Itaú Unibanco (ITUB) as of Q3 2019, down from 331 in Q2 2019.
- Funds reported $9.6B of Itaú Unibanco stock for Q3 2019, down 16% quarter-over-quarter.
- 35 funds opened new Itaú Unibanco positions in Q3 2019 and 48 closed out, a net change of -13 holders.
- The largest Itaú Unibanco buyer in Q3 2019 was Fisher Asset Management, an estimated $89.2M added.
- The largest Itaú Unibanco seller in Q3 2019 was Schroder Investment Management Group, an estimated $692M sold.
Based on aggregated 13F filings for Q3 2019.