Itaú Unibanco
ITUB
295 hedge funds and large institutions have $6.52B invested in Itaú Unibanco in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 112 increasing their positions, 85 reducing their positions, and 30 closing their positions.
93% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 30
59% more capital invested
Capital invested by funds: $4.11B → $6.52B (+$2.42B)
57% more funds holding in top 10
Funds holding in top 10: 7 → 11 (+4)
32% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 85
8% more funds holding
Funds holding: 272 → 295 (+23)
1.21% more ownership
Funds ownership: 29.24% → 30.44% (+1.2%)
52% less call options, than puts
Call options by funds: $78M | Put options by funds: $162M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$166M |
| 2 |
CG
Carmignac Gestion
Paris,
France
|
+$106M |
| 3 |
AI
Axiom Investors
Greenwich,
Connecticut
|
+$96.9M |
| 4 |
BAMCO Inc
New York
|
+$69.6M |
| 5 |
BlackRock
New York
|
+$60.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$471M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$75M |
| 3 |
JP Morgan Chase
New York
|
-$28.4M |
| 4 |
Citigroup
New York
|
-$27.7M |
| 5 |
D.E. Shaw & Co
New York
|
-$23.1M |
ITUB Hedge Fund Activity: Q4 2020 in Review
295 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q4 2020, worth a combined $6.52B — up 59% from $4.11B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new ITUB positions and 30 closed out — a net gain of 28 holders — while 112 added to existing stakes and 85 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $166M. The largest seller was Goldman Sachs, cutting an estimated $471M.
- 295 institutional investors held Itaú Unibanco (ITUB) as of Q4 2020, up from 272 in Q3 2020.
- Funds reported $6.52B of Itaú Unibanco stock for Q4 2020, up 59% quarter-over-quarter.
- 58 funds opened new Itaú Unibanco positions in Q4 2020 and 30 closed out, a net change of +28 holders.
- The largest Itaú Unibanco buyer in Q4 2020 was Schroder Investment Management Group, an estimated $166M added.
- The largest Itaú Unibanco seller in Q4 2020 was Goldman Sachs, an estimated $471M sold.
Based on aggregated 13F filings for Q4 2020.