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Itaú Unibanco

332 hedge funds and large institutions have $4.9B invested in Itaú Unibanco in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 32

3% more funds holding

Funds holding: 323332 (+9)

0.65% more ownership

Funds ownership: 18.97%19.61% (+0.65%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

13% less capital invested

Capital invested by funds: $5.62B → $4.9B (-$718M)

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

Holders
332
Holders Change
+9
Holders Change %
+2.79%
% of All Funds
4.79%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
46
Increased
99
Reduced
121
Closed
32
Calls
$33.8M
Puts
$39.1M
Net Calls
-$5.24M
Net Calls Change
+$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$500M +$33.9M +6,198,479 +7%
WGI
2
Westwood Global Investments
Massachusetts
$347M -$2.7M -494,248 -0.7%
JP Morgan Chase
3
JP Morgan Chase
New York
$282M -$146M -26,640,966 -33%
Fisher Asset Management
4
Fisher Asset Management
Washington
$279M -$7.38M -1,348,802 -2%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$239M +$158M +28,905,524 +165%
Robeco Institutional Asset Management
6
Robeco Institutional Asset Management
Netherlands
$228M +$45.4M +8,294,856 +23%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$222M +$30.3M +5,538,216 +15%
Franklin Resources
8
Franklin Resources
California
$161M -$64.4K -11,775 -0%
Vanguard Group
9
Vanguard Group
Pennsylvania
$145M -$103K -18,805 -0.1%
IUHSA
10
Itau Unibanco Holding S.A.
Brazil
$135M +$3.28M +600,037 +2%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$132M +$140M +25,601,601 New
BlackRock
12
BlackRock
New York
$131M -$9.85M -1,799,695 -7%
CG
13
Carmignac Gestion
France
$94.1M +$16.5M +3,019,996 +20%
Capital Research Global Investors
14
Capital Research Global Investors
California
$89M -$124K -22,682 -0.1%
Dodge & Cox
15
Dodge & Cox
California
$88.9M -$3.59M -655,440 -4%
PL
16
Perpetual Ltd
Australia
$73M -$172M -31,383,650 -69%
State Street
17
State Street
Massachusetts
$69.2M -$208K -37,972 -0.3%
AP
18
Antipodes Partners
Australia
$63.7M -$17.2M -3,143,446 -20%
Two Sigma Investments
19
Two Sigma Investments
New York
$63.4M +$67.3M +12,299,777 New
Capital World Investors
20
Capital World Investors
California
$59.4M +$9.46M +1,728,134 +18%
SCP
21
Seafarer Capital Partners
California
$59.4M
Macquarie Group
22
Macquarie Group
Australia
$57.3M -$369K -67,507 -0.6%
NC
23
Northcape Capital
Australia
$55.9M +$3.22M +588,627 +6%
Ameriprise
24
Ameriprise
Minnesota
$55.1M -$8.44M -1,543,123 -13%
Baillie Gifford & Co
25
Baillie Gifford & Co
United Kingdom
$53.3M -$620K -113,269 -1%

ITUB Hedge Fund Activity: Q2 2024 in Review

332 of the 6,924 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: 46 funds opened new ITUB positions and 32 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.

  • 332 institutional investors held Itaú Unibanco (ITUB) as of Q2 2024, up from 323 in Q1 2024.
  • Funds reported $4.9B of Itaú Unibanco stock for Q2 2024, down 13% quarter-over-quarter.
  • 46 funds opened new Itaú Unibanco positions in Q2 2024 and 32 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.