Itaú Unibanco
ITUB
268 hedge funds and large institutions have $3.92B invested in Itaú Unibanco in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 39 increasing their positions, 191 reducing their positions, and 72 closing their positions.
4.94% less ownership
Funds ownership: 29.32% → 24.38% (-4.9%)
12% less funds holding
Funds holding: 304 → 268 (-36)
28% less capital invested
Capital invested by funds: $5.44B → $3.92B (-$1.52B)
36% less funds holding in top 10
Funds holding in top 10: 14 → 9 (-5)
47% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 72
50% less call options, than puts
Call options by funds: $91.3M | Put options by funds: $183M
80% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 191
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$173M |
| 2 |
Morgan Stanley
New York
|
+$170M |
| 3 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$110M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$94.5M |
| 5 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
+$37.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$490M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$216M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$171M |
| 4 |
CI
Cambiar Investors
Denver,
Colorado
|
-$84.3M |
| 5 |
JP Morgan Chase
New York
|
-$54.6M |
ITUB Hedge Fund Activity: Q4 2021 in Review
268 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q4 2021, worth a combined $3.92B — down 28% from $5.44B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of ITUB and 38 opened new positions — a net loss of 34 holders — while 191 trimmed existing stakes and 39 added.
The largest buyer was Goldman Sachs, adding an estimated $173M. The largest seller was Harding Loevner, cutting an estimated $490M.
- 268 institutional investors held Itaú Unibanco (ITUB) as of Q4 2021, down from 304 in Q3 2021.
- Funds reported $3.92B of Itaú Unibanco stock for Q4 2021, down 28% quarter-over-quarter.
- 38 funds opened new Itaú Unibanco positions in Q4 2021 and 72 closed out, a net change of -34 holders.
- The largest Itaú Unibanco buyer in Q4 2021 was Goldman Sachs, an estimated $173M added.
- The largest Itaú Unibanco seller in Q4 2021 was Harding Loevner, an estimated $490M sold.
Based on aggregated 13F filings for Q4 2021.