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Banco Bradesco

202 hedge funds and large institutions have $7.92B invested in Banco Bradesco in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 80 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

13% more capital invested

Capital invested by funds: $7B → $7.92B (+$927M)

0% less funds holding

Funds holding: 203202 (-1)

0.87% less ownership

Funds ownership: 39.3%38.43% (-0.87%)

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

9% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 80

63% less call options, than puts

Call options by funds: $14.9M | Put options by funds: $40M

Holders
202
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
4.63%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
25
Increased
73
Reduced
80
Closed
26
Calls
$14.9M
Puts
$40M
Net Calls
-$25.1M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Aberdeen Group
1
Aberdeen Group
United Kingdom
$1.63B -$151M -22,641,238 -9%
Invesco
2
Invesco
Georgia
$550M -$73.5M -11,016,897 -12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$430M -$19.2M -2,884,697 -4%
Fisher Asset Management
4
Fisher Asset Management
Washington
$383M +$8.34M +1,249,959 +2%
BlackRock
5
BlackRock
New York
$378M +$25.2M +3,772,621 +7%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$329M -$177M -26,588,334 -35%
HL
7
Harding Loevner
New Jersey
$284M -$384K -57,558 -0.1%
Goldman Sachs
8
Goldman Sachs
New York
$263M +$88.8M +13,305,254 +52%
SIM
9
Sprucegrove Investment Management
Ontario, Canada
$248M -$17.6M -2,643,124 -7%
Franklin Resources
10
Franklin Resources
California
$241M -$3.93M -589,420 -2%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$222M +$99.8M +14,960,291 +83%
Baillie Gifford & Co
12
Baillie Gifford & Co
United Kingdom
$186M +$16.7M +2,496,338 +10%
EARNEST Partners
13
EARNEST Partners
Georgia
$173M -$5.8M -869,679 -3%
UBS AM
14
UBS AM
Illinois
$173M +$40.5M +6,071,907 +31%
AQR Capital Management
15
AQR Capital Management
Connecticut
$171M +$16M +2,401,685 +10%
Morgan Stanley
16
Morgan Stanley
New York
$160M +$118M +17,613,084 +290%
IUHSA
17
Itau Unibanco Holding S.A.
Brazil
$158M +$48.8M +7,306,992 +45%
Bank of America
18
Bank of America
North Carolina
$144M +$63.3M +9,486,197 +81%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$134M -$1.06M -158,722 -0.8%
JP Morgan Chase
20
JP Morgan Chase
New York
$133M -$12M -1,794,669 -8%
State Street
21
State Street
Massachusetts
$133M +$12.5M +1,876,020 +11%
Wells Fargo
22
Wells Fargo
California
$98.1M -$3.53M -529,532 -4%
Northern Trust
23
Northern Trust
Illinois
$93.3M +$6.85M +1,025,935 +8%
Lazard Asset Management
24
Lazard Asset Management
New York
$89.5M +$33.9M +5,084,411 +62%
Renaissance Technologies
25
Renaissance Technologies
New York
$80.7M +$33.4M +5,004,938 +72%

BBD Hedge Fund Activity: Q1 2018 in Review

202 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Banco Bradesco (BBD) for Q1 2018, worth a combined $7.92B — up 13% from $7B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of BBD and 25 opened new positions — a net loss of 1 holder — while 80 trimmed existing stakes and 73 added.

The largest buyer was Morgan Stanley, adding an estimated $118M. The largest seller was Royal Bank of Canada, cutting an estimated $210M.

  • 202 institutional investors held Banco Bradesco (BBD) as of Q1 2018, down from 203 in Q4 2017.
  • Funds reported $7.92B of Banco Bradesco stock for Q1 2018, up 13% quarter-over-quarter.
  • 25 funds opened new Banco Bradesco positions in Q1 2018 and 26 closed out, a net change of -1 holder.
  • The largest Banco Bradesco buyer in Q1 2018 was Morgan Stanley, an estimated $118M added.
  • The largest Banco Bradesco seller in Q1 2018 was Royal Bank of Canada, an estimated $210M sold.

Based on aggregated 13F filings for Q1 2018.