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BKMU

Bank Mutual Corp
BKMU

Delisted

BKMU was delisted on the 31st of January, 2018.

96 hedge funds and large institutions have $160M invested in Bank Mutual Corp in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 29

6% more capital invested

Capital invested by funds: $151M → $160M (+$8.96M)

8% less funds holding

Funds holding: 10496 (-8)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
96
Holders Change
-8
Holders Change %
-7.69%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
37
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$22.4M +$3.55M +548,058 +20%
BFA
2
BlackRock Fund Advisors
California
$17.6M +$1.45M +224,197 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.7M +$283K +43,605 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$12.8M +$596K +92,013 +5%
BIT
5
BlackRock Institutional Trust
California
$10.6M -$146K -22,547 -1%
Ameriprise
6
Ameriprise
Minnesota
$10.4M +$194K +29,990 +2%
Renaissance Technologies
7
Renaissance Technologies
New York
$7.66M +$594K +91,600 +9%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$6.91M -$2.93M -452,171 -31%
BCM
9
Basswood Capital Management
New York
$6.82M -$416K -64,207 -6%
State Street
10
State Street
Massachusetts
$5.89M +$115K +17,791 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$4.29M +$252K +38,814 +7%
Northern Trust
12
Northern Trust
Illinois
$3.8M -$113K -17,452 -3%
BCM
13
Bridgeway Capital Management
Texas
$2.78M
MPI
14
Mairs & Power Inc
Minnesota
$1.98M
Principal Financial Group
15
Principal Financial Group
Iowa
$1.89M -$14.8K -2,283 -0.8%
GC
16
Guggenheim Capital
Illinois
$1.65M +$1.55M +239,829 New
TCIM
17
TIAA CREF Investment Management
New York
$1.63M -$9.28K -1,431 -0.6%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.59M +$31.2K +4,809 +2%
PPA
19
Parametric Portfolio Associates
Washington
$1.4M -$65.5K -10,098 -5%
BIM
20
BlackRock Investment Management
Delaware
$1.22M -$15.1K -2,325 -1%
Deutsche Bank
21
Deutsche Bank
Germany
$983K -$368K -56,732 -28%
Morgan Stanley
22
Morgan Stanley
New York
$899K +$351K +54,146 +70%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$859K +$333K +51,400 +67%
FCM
24
FJ Capital Management
Virginia
$800K +$686K +105,813 +980%
Prudential Financial
25
Prudential Financial
New Jersey
$797K +$16.9K +2,600 +2%

BKMU Hedge Fund Activity: Q4 2014 in Review

96 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Bank Mutual Corp (BKMU) for Q4 2014, worth a combined $160M — up 5.9% from $151M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BKMU and 6 opened new positions — a net loss of 7 holders — while 29 trimmed existing stakes and 37 added.

The largest buyer was Wellington Management Group, adding an estimated $3.55M. The largest seller was Elizabeth Park Capital Advisors, exiting entirely with an estimated $3.62M sold.

  • 96 institutional investors held Bank Mutual Corp (BKMU) as of Q4 2014, down from 104 in Q3 2014.
  • Funds reported $160M of Bank Mutual Corp stock for Q4 2014, up 5.9% quarter-over-quarter.
  • 6 funds opened new Bank Mutual Corp positions in Q4 2014 and 13 closed out, a net change of -7 holders.
  • The largest Bank Mutual Corp buyer in Q4 2014 was Wellington Management Group, an estimated $3.55M added.
  • The largest Bank Mutual Corp seller in Q4 2014 was Elizabeth Park Capital Advisors, an estimated $3.62M sold.

Based on aggregated 13F filings for Q4 2014.