Itaú Unibanco
ITUB
288 hedge funds and large institutions have $3.95B invested in Itaú Unibanco in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 92 increasing their positions, 107 reducing their positions, and 27 closing their positions.
93% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 27
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
8% more funds holding
Funds holding: 267 → 288 (+21)
0.72% more ownership
Funds ownership: 18.92% → 19.65% (+0.72%)
4% less capital invested
Capital invested by funds: $4.1B → $3.95B (-$155M)
14% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 107
47% less call options, than puts
Call options by funds: $48.3M | Put options by funds: $90.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$249M |
| 2 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$153M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$101M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$55.2M |
| 5 |
AP
Antipodes Partners
Royal Exchange,
Australia
|
+$43.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$290M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$52.3M |
| 3 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$50.3M |
| 4 |
Swedbank
Stockholm,
Sweden
|
-$46.5M |
| 5 |
Dodge & Cox
San Francisco,
California
|
-$45.7M |
ITUB Hedge Fund Activity: Q4 2022 in Review
288 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q4 2022, worth a combined $3.95B — down 3.8% from $4.1B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new ITUB positions and 27 closed out — a net gain of 25 holders — while 92 added to existing stakes and 107 trimmed.
The largest buyer was National Bank of Canada, adding an estimated $249M. The largest seller was Goldman Sachs, cutting an estimated $290M.
- 288 institutional investors held Itaú Unibanco (ITUB) as of Q4 2022, up from 267 in Q3 2022.
- Funds reported $3.95B of Itaú Unibanco stock for Q4 2022, down 3.8% quarter-over-quarter.
- 52 funds opened new Itaú Unibanco positions in Q4 2022 and 27 closed out, a net change of +25 holders.
- The largest Itaú Unibanco buyer in Q4 2022 was National Bank of Canada, an estimated $249M added.
- The largest Itaú Unibanco seller in Q4 2022 was Goldman Sachs, an estimated $290M sold.
Based on aggregated 13F filings for Q4 2022.