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Banco Bradesco

227 hedge funds and large institutions have $3B invested in Banco Bradesco in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 91 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 60

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

30% more capital invested

Capital invested by funds: $2.31B → $3B (+$695M)

4% more funds holding

Funds holding: 218227 (+9)

0.04% less ownership

Funds ownership: 16.59%16.55% (-0.04%)

47% less call options, than puts

Call options by funds: $16.4M | Put options by funds: $30.9M

Holders
227
Holders Change
+9
Holders Change %
+4.13%
% of All Funds
3.56%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
38
Increased
91
Reduced
60
Closed
29
Calls
$16.4M
Puts
$30.9M
Net Calls
-$14.5M
Net Calls Change
-$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
101
Longfellow Investment Management
Massachusetts
$471K +$420K +136,049 New
Sumitomo Mitsui Trust Group
102
Sumitomo Mitsui Trust Group
Japan
$470K +$19.5K +6,305 +5%
HJIM
103
Henry James International Management
New York
$466K -$80 -26 -0%
Creative Planning
104
Creative Planning
Kansas
$431K +$31.9K +10,323 +9%
Mariner
105
Mariner
Kansas
$422K +$235K +76,102 +166%
BBP
106
Banco BTG Pactual
Brazil
$403K +$360K +116,506 New
API
107
Advisor Partners II
California
$375K +$106K +34,357 +46%
CA
108
Commerzbank Aktiengesellschaft
Germany
$361K +$212K +68,469 +192%
VFO
109
Virtus Family Office
Texas
$352K +$313K +101,466 New
DT
110
Diversified Trust
Tennessee
$345K +$853 +276 +0.3%
NAMA
111
Nikko Asset Management Americas
New York
$309K +$40.5K +13,105 +17%
YCM
112
Yousif Capital Management
Michigan
$308K
S
113
SignatureFD
Georgia
$303K +$46.3K +14,989 +21%
Axa
114
Axa
France
$277K
CG
115
Caprock Group
Idaho
$274K +$57.1K +18,475 +31%
Osaic Holdings
116
Osaic Holdings
Arizona
$270K -$6.27K -2,030 -3%
IWC
117
Integrated Wealth Concepts
Massachusetts
$252K +$2.14K +692 +1%
QCG
118
Quadrant Capital Group
Ohio
$230K +$28K +9,054 +16%
IIA
119
IPG Investment Advisors
California
$216K
M&T Bank
120
M&T Bank
New York
$213K
CP
121
Covenant Partners
Tennessee
$213K +$13K +4,209 +7%
US Bancorp
122
US Bancorp
Minnesota
$210K +$53.6K +17,345 +40%
GC
123
Guggenheim Capital
Illinois
$208K +$11.3K +3,651 +6%
Truist Financial
124
Truist Financial
North Carolina
$199K -$5.85K -1,893 -3%
William Blair & Company
125
William Blair & Company
Illinois
$187K -$374 -121 -0.2%

BBD Hedge Fund Activity: Q2 2023 in Review

227 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Banco Bradesco (BBD) for Q2 2023, worth a combined $3B — up 30% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BBD positions and 29 closed out — a net gain of 9 holders — while 91 added to existing stakes and 60 trimmed.

The largest buyer was Oaktree Capital Management, adding an estimated $29.4M. The largest seller was Harding Loevner, cutting an estimated $74.8M.

  • 227 institutional investors held Banco Bradesco (BBD) as of Q2 2023, up from 218 in Q1 2023.
  • Funds reported $3B of Banco Bradesco stock for Q2 2023, up 30% quarter-over-quarter.
  • 38 funds opened new Banco Bradesco positions in Q2 2023 and 29 closed out, a net change of +9 holders.
  • The largest Banco Bradesco buyer in Q2 2023 was Oaktree Capital Management, an estimated $29.4M added.
  • The largest Banco Bradesco seller in Q2 2023 was Harding Loevner, an estimated $74.8M sold.

Based on aggregated 13F filings for Q2 2023.