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Itaú Unibanco

346 hedge funds and large institutions have $5.72B invested in Itaú Unibanco in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 120 increasing their positions, 120 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

24% more call options, than puts

Call options by funds: $45.7M | Put options by funds: $36.8M

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

17% more capital invested

Capital invested by funds: $4.9B → $5.72B (+$817M)

4% more funds holding

Funds holding: 332346 (+14)

1.32% more ownership

Funds ownership: 19.61%20.93% (+1.3%)

0% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 120

Holders
346
Holders Change
+14
Holders Change %
+4.22%
% of All Funds
4.97%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
44
Increased
120
Reduced
120
Closed
28
Calls
$45.7M
Puts
$36.8M
Net Calls
+$8.84M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$564M -$16M -2,841,489 -3%
WGI
2
Westwood Global Investments
Massachusetts
$393M -$2.5M -443,442 -0.7%
JP Morgan Chase
3
JP Morgan Chase
New York
$338M +$16.6M +2,950,676 +5%
Fisher Asset Management
4
Fisher Asset Management
Washington
$336M +$18.4M +3,270,413 +6%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$286M +$32.7M +5,806,812 +14%
Robeco Institutional Asset Management
6
Robeco Institutional Asset Management
Netherlands
$255M -$3.94M -699,388 -2%
Franklin Resources
7
Franklin Resources
California
$175M +$2.21M +392,460 +1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$156M +$149M +26,398,122 +12,592%
Vanguard Group
9
Vanguard Group
Pennsylvania
$154M -$11.2M -1,996,425 -7%
BlackRock
10
BlackRock
New York
$147M -$2.16M -382,775 -2%
IUHSA
11
Itau Unibanco Holding S.A.
Brazil
$144M -$14M -2,490,788 -9%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$130M -$19.5M -3,453,665 -13%
OAG
13
Orbis Allan Gray
Bermuda
$128M +$123M +21,808,518 New
CG
14
Carmignac Gestion
France
$107M
DCM
15
Driehaus Capital Management
Illinois
$107M +$57.3M +10,166,308 +126%
Dodge & Cox
16
Dodge & Cox
California
$103M +$2.13M +378,648 +2%
Capital Research Global Investors
17
Capital Research Global Investors
California
$102M +$228K +40,477 +0.2%
PL
18
Perpetual Ltd
Australia
$90.6M +$7.19M +1,276,545 +9%
State Street
19
State Street
Massachusetts
$83.9M +$5.5M +976,080 +7%
Two Sigma Investments
20
Two Sigma Investments
New York
$80.1M +$7.57M +1,344,687 +11%
Capital World Investors
21
Capital World Investors
California
$67.7M
SCP
22
Seafarer Capital Partners
California
$67.7M
Baillie Gifford & Co
23
Baillie Gifford & Co
United Kingdom
$63.5M +$2.75M +487,850 +5%
NC
24
Northcape Capital
Australia
$60.7M -$2.82M -501,157 -5%
Macquarie Group
25
Macquarie Group
Australia
$60.4M -$4.64M -824,645 -7%

ITUB Hedge Fund Activity: Q3 2024 in Review

346 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q3 2024, worth a combined $5.72B — up 17% from $4.9B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ITUB positions and 28 closed out — a net gain of 16 holders — while 120 added to existing stakes and 120 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $149M. The largest seller was Antipodes Partners, cutting an estimated $63.6M.

  • 346 institutional investors held Itaú Unibanco (ITUB) as of Q3 2024, up from 332 in Q2 2024.
  • Funds reported $5.72B of Itaú Unibanco stock for Q3 2024, up 17% quarter-over-quarter.
  • 44 funds opened new Itaú Unibanco positions in Q3 2024 and 28 closed out, a net change of +16 holders.
  • The largest Itaú Unibanco buyer in Q3 2024 was Fidelity Investments, an estimated $149M added.
  • The largest Itaú Unibanco seller in Q3 2024 was Antipodes Partners, an estimated $63.6M sold.

Based on aggregated 13F filings for Q3 2024.