Itaú Unibanco
ITUB
313 hedge funds and large institutions have $5.89B invested in Itaú Unibanco in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 114 increasing their positions, 89 reducing their positions, and 21 closing their positions.
157% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 21
34% more capital invested
Capital invested by funds: $4.4B → $5.89B (+$1.49B)
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
28% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 89
11% more funds holding
Funds holding: 283 → 313 (+30)
0.68% more ownership
Funds ownership: 19.14% → 19.82% (+0.68%)
9% less call options, than puts
Call options by funds: $52.4M | Put options by funds: $57.4M
Top Buyers
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$95.5M |
| 2 |
JP Morgan Chase
New York
|
+$91.8M |
| 3 |
CG
Carmignac Gestion
Paris,
France
|
+$80.1M |
| 4 |
Morgan Stanley
New York
|
+$78.7M |
| 5 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
+$44.7M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$104M |
| 2 |
Goldman Sachs
New York
|
-$68.8M |
| 3 |
AI
Ariel Investments
Chicago,
Illinois
|
-$54.6M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$46.2M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$38.9M |
ITUB Hedge Fund Activity: Q4 2023 in Review
313 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q4 2023, worth a combined $5.89B — up 34% from $4.4B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new ITUB positions and 21 closed out — a net gain of 33 holders — while 114 added to existing stakes and 89 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $95.5M. The largest seller was Bank of America, cutting an estimated $104M.
- 313 institutional investors held Itaú Unibanco (ITUB) as of Q4 2023, up from 283 in Q3 2023.
- Funds reported $5.89B of Itaú Unibanco stock for Q4 2023, up 34% quarter-over-quarter.
- 54 funds opened new Itaú Unibanco positions in Q4 2023 and 21 closed out, a net change of +33 holders.
- The largest Itaú Unibanco buyer in Q4 2023 was Fisher Asset Management, an estimated $95.5M added.
- The largest Itaú Unibanco seller in Q4 2023 was Bank of America, an estimated $104M sold.
Based on aggregated 13F filings for Q4 2023.