Itaú Unibanco
ITUB
277 hedge funds and large institutions have $5.5B invested in Itaú Unibanco in 2022 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 56 closing their positions.
56% more funds holding in top 10
Funds holding in top 10: 9 → 14 (+5)
40% more capital invested
Capital invested by funds: $3.92B → $5.5B (+$1.58B)
23% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 56
3% more funds holding
Funds holding: 268 → 277 (+9)
1% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 84
1.42% less ownership
Funds ownership: 24.38% → 22.96% (-1.4%)
45% less call options, than puts
Call options by funds: $35.6M | Put options by funds: $64.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$172M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$101M |
| 3 |
Two Sigma Investments
New York
|
+$85.6M |
| 4 |
Renaissance Technologies
New York
|
+$70.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$54.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$218M |
| 2 |
Goldman Sachs
New York
|
-$146M |
| 3 |
WT
Wellcome Trust
London,
United Kingdom
|
-$107M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$104M |
| 5 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
-$95.5M |
ITUB Hedge Fund Activity: Q1 2022 in Review
277 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q1 2022, worth a combined $5.5B — up 40% from $3.92B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new ITUB positions and 56 closed out — a net gain of 13 holders — while 85 added to existing stakes and 84 trimmed.
The largest buyer was Orbis Allan Gray, adding an estimated $172M. The largest seller was Morgan Stanley, cutting an estimated $218M.
- 277 institutional investors held Itaú Unibanco (ITUB) as of Q1 2022, up from 268 in Q4 2021.
- Funds reported $5.5B of Itaú Unibanco stock for Q1 2022, up 40% quarter-over-quarter.
- 69 funds opened new Itaú Unibanco positions in Q1 2022 and 56 closed out, a net change of +13 holders.
- The largest Itaú Unibanco buyer in Q1 2022 was Orbis Allan Gray, an estimated $172M added.
- The largest Itaú Unibanco seller in Q1 2022 was Morgan Stanley, an estimated $218M sold.
Based on aggregated 13F filings for Q1 2022.