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Itaú Unibanco

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.

New
Increased
Maintained
Reduced
Closed

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: 711 (+4)

32% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 85

8% more funds holding

Funds holding: 272295 (+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

Holders
295
Holders Change
+23
Holders Change %
+8.46%
% of All Funds
5.22%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
58
Increased
112
Reduced
85
Closed
30
Calls
$78M
Puts
$162M
Net Calls
-$83.6M
Net Calls Change
-$63.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HL
1
Harding Loevner
New Jersey
$1.22B -$9.79M -2,617,360 -0.9%
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$923M +$166M +44,509,710 +27%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$332M +$11.4M +3,038,148 +4%
WGI
4
Westwood Global Investments
Massachusetts
$276M -$1.81M -482,831 -0.8%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$227M +$188K +50,243 +0.1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$210M -$15.6M -4,179,795 -8%
WT
7
Wellcome Trust
United Kingdom
$174M
Franklin Resources
8
Franklin Resources
California
$172M -$4.96M -1,326,159 -3%
BlackRock
9
BlackRock
New York
$167M +$60.4M +16,133,907 +75%
OCM
10
Oaktree Capital Management
California
$157M +$30.4M +8,119,128 +30%
Fisher Asset Management
11
Fisher Asset Management
Washington
$150M -$6.07M -1,621,399 -5%
Goldman Sachs
12
Goldman Sachs
New York
$133M -$471M -125,873,342 -81%
CG
13
Carmignac Gestion
France
$125M +$106M +28,276,166 New
JP Morgan Chase
14
JP Morgan Chase
New York
$123M -$28.4M -7,604,682 -21%
AI
15
Axiom Investors
Connecticut
$115M +$96.9M +25,891,671 New
State Street
16
State Street
Massachusetts
$113M -$12M -3,202,584 -11%
MIP
17
Mondrian Investment Partners
United Kingdom
$106M +$43.4M +11,609,227 +94%
Dodge & Cox
18
Dodge & Cox
California
$94.4M +$7.16M +1,914,990 +10%
BAMCO Inc
19
BAMCO Inc
New York
$82.5M +$69.6M +18,614,356 New
Macquarie Group
20
Macquarie Group
Australia
$79.6M +$309K +82,516 +0.5%
CS
21
Credit Suisse
Switzerland
$72.9M -$683K -182,546 -1%
AllianceBernstein
22
AllianceBernstein
Tennessee
$63M +$53.1M +14,208,428 New
Russell Investments Group
23
Russell Investments Group
United Kingdom
$61.7M +$8.54M +2,281,961 +20%
SCP
24
Seafarer Capital Partners
California
$57.4M +$7.96M +2,127,461 +20%
IUHSA
25
Itau Unibanco Holding S.A.
Brazil
$51.9M +$18K +4,810 +0%

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.