Itaú Unibanco
ITUB
272 hedge funds and large institutions have $4.03B invested in Itaú Unibanco in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 99 increasing their positions, 93 reducing their positions, and 41 closing their positions.
43% more call options, than puts
Call options by funds: $31.4M | Put options by funds: $22M
6% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 93
2% more capital invested
Capital invested by funds: $3.96B → $4.03B (+$74.5M)
0.32% less ownership
Funds ownership: 19.66% → 19.34% (-0.32%)
6% less funds holding
Funds holding: 288 → 272 (-16)
27% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 41
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$409M |
| 2 |
AI
Ariel Investments
Chicago,
Illinois
|
+$45.2M |
| 3 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$17.9M |
| 4 |
Dodge & Cox
San Francisco,
California
|
+$14.6M |
| 5 |
Lazard Asset Management
New York
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$233M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$50.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$46.8M |
| 4 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$37.8M |
| 5 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
-$34.7M |
ITUB Hedge Fund Activity: Q1 2023 in Review
272 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q1 2023, worth a combined $4.03B — up 1.9% from $3.96B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of ITUB and 30 opened new positions — a net loss of 11 holders — while 93 trimmed existing stakes and 99 added.
The largest buyer was Goldman Sachs, adding an estimated $409M. The largest seller was National Bank of Canada, cutting an estimated $233M.
- 272 institutional investors held Itaú Unibanco (ITUB) as of Q1 2023, down from 288 in Q4 2022.
- Funds reported $4.03B of Itaú Unibanco stock for Q1 2023, up 1.9% quarter-over-quarter.
- 30 funds opened new Itaú Unibanco positions in Q1 2023 and 41 closed out, a net change of -11 holders.
- The largest Itaú Unibanco buyer in Q1 2023 was Goldman Sachs, an estimated $409M added.
- The largest Itaú Unibanco seller in Q1 2023 was National Bank of Canada, an estimated $233M sold.
Based on aggregated 13F filings for Q1 2023.