Itaú Unibanco
ITUB
334 hedge funds and large institutions have $4.9B invested in Itaú Unibanco in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 121 reducing their positions, and 33 closing their positions.
42% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 33
26% more capital inflows, than outflows
Capital inflows: $819M | Capital outflows: $651M
3% more funds holding
Funds holding: 325 → 334 (+9)
0.26% more ownership
Funds ownership: 8.31% → 8.57% (+0.26%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
13% less call options, than puts
Call options by funds: $33.8M | Put options by funds: $39.1M
18% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 121
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$158M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$140M |
| 3 |
Two Sigma Investments
New York
|
+$67.3M |
| 4 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$45.4M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$33.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Perpetual Ltd
Sydney, New South Wales,
Australia
|
-$172M |
| 2 |
JP Morgan Chase
New York
|
-$146M |
| 3 |
Goldman Sachs
New York
|
-$82.9M |
| 4 |
Citigroup
New York
|
-$37M |
| 5 |
Gemsstock Ltd
London,
United Kingdom
|
-$23.7M |
ITUB Hedge Fund Activity: Q2 2024 in Review
334 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q2 2024, worth a combined $4.9B — down 13% from $5.62B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new ITUB positions and 33 closed out — a net gain of 14 holders — while 99 added to existing stakes and 121 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $158M. The largest seller was Perpetual Ltd, cutting an estimated $172M.
- 334 institutional investors held Itaú Unibanco (ITUB) as of Q2 2024, up from 325 in Q1 2024.
- Funds reported $4.9B of Itaú Unibanco stock for Q2 2024, down 13% quarter-over-quarter.
- 47 funds opened new Itaú Unibanco positions in Q2 2024 and 33 closed out, a net change of +14 holders.
- The largest Itaú Unibanco buyer in Q2 2024 was Arrowstreet Capital, an estimated $158M added.
- The largest Itaú Unibanco seller in Q2 2024 was Perpetual Ltd, an estimated $172M sold.
Based on aggregated 13F filings for Q2 2024.