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Banco Bradesco

216 hedge funds and large institutions have $2.31B invested in Banco Bradesco in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 75 increasing their positions, 80 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 80

1.07% less ownership

Funds ownership: 16.2%15.13% (-1.1%)

9% less funds holding

Funds holding: 238216 (-22)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

27% less capital invested

Capital invested by funds: $3.18B → $2.31B (-$869M)

35% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 57

59% less call options, than puts

Call options by funds: $19.7M | Put options by funds: $47.9M

Holders
216
Holders Change
-22
Holders Change %
-9.24%
% of All Funds
3.47%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
37
Increased
75
Reduced
80
Closed
57
Calls
$19.7M
Puts
$47.9M
Net Calls
-$28.2M
Net Calls Change
+$1.89M
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
101
KCS Wealth Advisory
California
$309K -$147K -45,381 -30%
Balyasny Asset Management
102
Balyasny Asset Management
Illinois
$288K +$324K +100,109 New
DT
103
Diversified Trust
Tennessee
$286K -$46.6K -14,403 -13%
Comerica Bank
104
Comerica Bank
Texas
$257K -$5.96K -1,839 -2%
EDRH
105
Edmond de Rothschild Holding
Switzerland
$256K +$288K +89,000 New
YCM
106
Yousif Capital Management
Michigan
$256K
Natixis Advisors
107
Natixis Advisors
Massachusetts
$226K -$9.62M -2,970,900 -97%
HIG
108
Herr Investment Group
Texas
$216K +$243K +75,000 New
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$209K +$204K +62,895 +645%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$209K +$11.6K +3,582 +5%
IWC
111
Integrated Wealth Concepts
Massachusetts
$205K -$2.46K -759 -1%
CLOS
112
Compagnie Lombard Odier SCmA
Switzerland
$201K
Mariner
113
Mariner
Kansas
$200K -$153K -47,305 -41%
S
114
SignatureFD
Georgia
$180K +$9.72K +3,000 +5%
IIA
115
IPG Investment Advisors
California
$178K +$23.7K +7,320 +13%
Toronto Dominion Bank
116
Toronto Dominion Bank
Ontario, Canada
$177K -$252K -77,760 -56%
SAM
117
Sompo Asset Management
Japan
$165K +$27.4K +8,450 +17%
Millennium Management
118
Millennium Management
New York
$149K -$1.69M -522,635 -91%
Axa
119
Axa
France
$147K
TCM
120
Triumph Capital Management
Colorado
$145K +$163K +50,274 New
GAM
121
Gould Asset Management
California
$144K +$17.5K +5,390 +12%
BWP
122
BSW Wealth Partners
Colorado
$141K +$78.1K +24,111 +97%
First Trust Advisors
123
First Trust Advisors
Illinois
$138K -$315K -97,280 -67%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$136K +$84.2K +26,003 +122%
Creative Planning
125
Creative Planning
Kansas
$135K +$18.4K +5,693 +14%

BBD Hedge Fund Activity: Q4 2022 in Review

216 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Banco Bradesco (BBD) for Q4 2022, worth a combined $2.31B — down 27% from $3.18B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of BBD and 37 opened new positions — a net loss of 20 holders — while 80 trimmed existing stakes and 75 added.

The largest buyer was National Bank of Canada, adding an estimated $158M. The largest seller was UBS AM, exiting entirely with an estimated $154M sold.

  • 216 institutional investors held Banco Bradesco (BBD) as of Q4 2022, down from 238 in Q3 2022.
  • Funds reported $2.31B of Banco Bradesco stock for Q4 2022, down 27% quarter-over-quarter.
  • 37 funds opened new Banco Bradesco positions in Q4 2022 and 57 closed out, a net change of -20 holders.
  • The largest Banco Bradesco buyer in Q4 2022 was National Bank of Canada, an estimated $158M added.
  • The largest Banco Bradesco seller in Q4 2022 was UBS AM, an estimated $154M sold.

Based on aggregated 13F filings for Q4 2022.