Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“The Fund's overweight positions in Ping An Insurance, Infosys, Zijin Mining and Itaú Unibanco also detracted from relative performance as those securities lagged the benchmark's strongest AI-related constituents.” | Q2 2026 Aug 24, 2026 | Preview | |
“Credicorp (Asset Productivity), Peru's largest bank, and Itaú Unibanco (Asset Productivity), Brazil's largest private bank, were the largest two positive contributors to performance of this group. The latter too...” | Q1 2026 Mar 31, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ITUB.(7 additional institutional mentions locked).
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
