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Banco Bradesco

17 hedge funds and large institutions have $1.79M invested in Banco Bradesco in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

0.33% less ownership

Funds ownership: 0.35%0.01% (-0.33%)

15% less funds holding

Funds holding: 2017 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

97% less capital invested

Capital invested by funds: $52.6M → $1.79M (-$50.8M)

Holders
17
Holders Change
-3
Holders Change %
-15%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
8
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EI
1
Ethic Inc
New York
$365K +$73.5K +31,066 +25%
JP Morgan Chase
2
JP Morgan Chase
New York
$365K +$21.4K +9,051 +6%
Morgan Stanley
3
Morgan Stanley
New York
$307K -$58.8K -24,845 -16%
Northern Trust
4
Northern Trust
Illinois
$226K -$4.18K -1,769 -2%
KWA
5
KCS Wealth Advisory
California
$158K +$158K +66,979 New
Jane Street
6
Jane Street
New York
$144K -$80.8K -34,158 -36%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$89K
BWP
8
BSW Wealth Partners
Colorado
$52.9K +$2.32K +979 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$28.7K -$90.9K -38,440 -76%
CCA
10
Checchi Capital Advisers
California
$25.9K
Franklin Resources
11
Franklin Resources
California
$8.25K +$116 +49 +1%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$6.96K +$4.75K +2,008 +213%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$4.58K +$166 +70 +4%
BlackRock
14
BlackRock
New York
$2.64K +$968 +409 +58%
OSAM
15
O'Shaughnessy Asset Management
Connecticut
$2.5K -$8.02K -3,389 -76%
PA
16
Parallel Advisors
California
$819 +$606 +256 +281%
Osaic Holdings
17
Osaic Holdings
Arizona
$689
IUHSA
18
Itau Unibanco Holding S.A.
Brazil
-$50.7M -17,848,450 Closed
SIA
19
Schechter Investment Advisors
Michigan
-$27.7K -10,739 Closed
UBS Group
20
UBS Group
Switzerland
-$17.4K -6,734 Closed
Bank of America
21
Bank of America
North Carolina
-$2.29K -889 Closed

BBDO Hedge Fund Activity: Q1 2023 in Review

17 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Banco Bradesco (BBDO) for Q1 2023, worth a combined $1.79M — down 97% from $52.6M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of BBDO and 1 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 8 added.

The largest buyer was KCS Wealth Advisory, opening a new position worth an estimated $158K. The largest seller was Itau Unibanco Holding S.A., exiting entirely with an estimated $50.7M sold.

  • 17 institutional investors held Banco Bradesco (BBDO) as of Q1 2023, down from 20 in Q4 2022.
  • Funds reported $1.79M of Banco Bradesco stock for Q1 2023, down 97% quarter-over-quarter.
  • 1 fund opened new Banco Bradesco positions in Q1 2023 and 4 closed out, a net change of -3 holders.
  • The largest Banco Bradesco buyer in Q1 2023 was KCS Wealth Advisory, an estimated $158K added.
  • The largest Banco Bradesco seller in Q1 2023 was Itau Unibanco Holding S.A., an estimated $50.7M sold.

Based on aggregated 13F filings for Q1 2023.