Itaú Unibanco
ITUB
302 hedge funds and large institutions have $5.1B invested in Itaú Unibanco in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 111 increasing their positions, 80 reducing their positions, and 50 closing their positions.
39% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 80
26% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 50
2% more funds holding
Funds holding: 295 → 302 (+7)
1.29% less ownership
Funds ownership: 30.44% → 29.15% (-1.3%)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
22% less capital invested
Capital invested by funds: $6.53B → $5.1B (-$1.43B)
51% less call options, than puts
Call options by funds: $77.9M | Put options by funds: $158M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$150M |
| 2 |
CI
Cambiar Investors
Denver,
Colorado
|
+$83.1M |
| 3 |
Swedbank
Stockholm,
Sweden
|
+$83M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$54.5M |
| 5 |
BlackRock
New York
|
+$43.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$326M |
| 2 |
CG
Carmignac Gestion
Paris,
France
|
-$125M |
| 3 |
AI
Axiom Investors
Greenwich,
Connecticut
|
-$83.4M |
| 4 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
-$51.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$44.4M |
ITUB Hedge Fund Activity: Q1 2021 in Review
302 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q1 2021, worth a combined $5.1B — down 22% from $6.53B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new ITUB positions and 50 closed out — a net gain of 13 holders — while 111 added to existing stakes and 80 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $150M. The largest seller was Harding Loevner, cutting an estimated $326M.
- 302 institutional investors held Itaú Unibanco (ITUB) as of Q1 2021, up from 295 in Q4 2020.
- Funds reported $5.1B of Itaú Unibanco stock for Q1 2021, down 22% quarter-over-quarter.
- 63 funds opened new Itaú Unibanco positions in Q1 2021 and 50 closed out, a net change of +13 holders.
- The largest Itaú Unibanco buyer in Q1 2021 was Goldman Sachs, an estimated $150M added.
- The largest Itaú Unibanco seller in Q1 2021 was Harding Loevner, an estimated $326M sold.
Based on aggregated 13F filings for Q1 2021.