Itaú Unibanco
ITUB
285 hedge funds and large institutions have $4.89B invested in Itaú Unibanco in 2020 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 110 increasing their positions, 82 reducing their positions, and 54 closing their positions.
34% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 82
2% more capital invested
Capital invested by funds: $4.79B → $4.89B (+$97.9M)
2% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 54
0% less funds holding
Funds holding: 286 → 285 (-1)
1% less ownership
Funds ownership: 30.48% → 29.48% (-1%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
36% less call options, than puts
Call options by funds: $50.4M | Put options by funds: $79.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$469M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$139M |
| 3 |
WT
Wellcome Trust
London,
United Kingdom
|
+$53.5M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$37.6M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$33.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$212M |
| 2 |
VAM
Vontobel Asset Management
New York
|
-$192M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$111M |
| 4 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$105M |
| 5 |
JP Morgan Chase
New York
|
-$86.5M |
ITUB Hedge Fund Activity: Q2 2020 in Review
285 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q2 2020, worth a combined $4.89B — up 2% from $4.79B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new ITUB positions and 54 closed out — a net gain of 1 holder — while 110 added to existing stakes and 82 trimmed.
The largest buyer was Harding Loevner, adding an estimated $469M. The largest seller was Capital World Investors, exiting entirely with an estimated $212M sold.
- 285 institutional investors held Itaú Unibanco (ITUB) as of Q2 2020, down from 286 in Q1 2020.
- Funds reported $4.89B of Itaú Unibanco stock for Q2 2020, up 2% quarter-over-quarter.
- 55 funds opened new Itaú Unibanco positions in Q2 2020 and 54 closed out, a net change of +1 holder.
- The largest Itaú Unibanco buyer in Q2 2020 was Harding Loevner, an estimated $469M added.
- The largest Itaú Unibanco seller in Q2 2020 was Capital World Investors, an estimated $212M sold.
Based on aggregated 13F filings for Q2 2020.