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Bankunited

206 hedge funds and large institutions have $1.73B invested in Bankunited in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 71

2.95% more ownership

Funds ownership: 99.83%102.78% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 222206 (-16)

29% less capital invested

Capital invested by funds: $2.46B → $1.73B (-$725M)

33% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 42

86% less call options, than puts

Call options by funds: $3.87M | Put options by funds: $26.9M

Holders
206
Holders Change
-16
Holders Change %
-7.21%
% of All Funds
3.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
84
Reduced
71
Closed
42
Calls
$3.87M
Puts
$26.9M
Net Calls
-$23M
Net Calls Change
-$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
226
CIBC Asset Management
Ontario, Canada
-$296K -8,716 Closed
AIM
227
Aigen Investment Management
New York
-$258K -7,594 Closed
DBIA
228
Dumont & Blake Investment Advisors
New Jersey
-$255K -7,511 Closed
VI
229
Versor Investments
New York
-$241K -7,100 Closed
CGH
230
Crossmark Global Holdings
Texas
-$236K -6,950 Closed
IFU
231
iSAM Funds (UK)
United Kingdom
-$218K -6,419 Closed
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
-$216K -6,363 Closed
LI
233
LMCG Investments
Massachusetts
-$201K -5,915 Closed
CIP
234
Convergence Investment Partners
Florida
-$136K -4,007 Closed
SSG
235
Summit Securities Group
New York
-$134K -3,939 Closed
SO
236
STRS Ohio
Ohio
-$67K -2,000 Closed
SWA
237
Sutton Wealth Advisors
Florida
-$39.6K -1,165 Closed
IA
238
IFP Advisors
Florida
-$54K -888 Closed
Rockefeller Capital Management
239
Rockefeller Capital Management
New York
-$25K -763 Closed
CSPAM
240
Cary Street Partners Asset Management
Virginia
-$14.1K -416 Closed
HFM
241
Harvest Fund Management
China
-$8K -231 Closed
MFG
242
Mendota Financial Group
Wisconsin
-$4.08K -120 Closed
USCWA
243
U.S. Capital Wealth Advisors
Texas
-$2.24K -66 Closed
JWA
244
JFS Wealth Advisors
Pennsylvania
-$1.8K -53 Closed
GKIM
245
GW&K Investment Management
Massachusetts
-$1K -36 Closed
FGAM
246
Financial Gravity Asset Management
Texas
-$131 -34 Closed
SFG
247
Steward Financial Group
Texas
-$1K -33 Closed
GRP
248
Global Retirement Partners
California
-$510 -15 Closed

BKU Hedge Fund Activity: Q1 2023 in Review

206 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Bankunited (BKU) for Q1 2023, worth a combined $1.73B — down 29% from $2.46B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of BKU and 28 opened new positions — a net loss of 14 holders — while 71 trimmed existing stakes and 84 added.

The largest buyer was LSV Asset Management, adding an estimated $67.3M. The largest seller was Fidelity Investments, cutting an estimated $59.7M.

  • 206 institutional investors held Bankunited (BKU) as of Q1 2023, down from 222 in Q4 2022.
  • Funds reported $1.73B of Bankunited stock for Q1 2023, down 29% quarter-over-quarter.
  • 28 funds opened new Bankunited positions in Q1 2023 and 42 closed out, a net change of -14 holders.
  • The largest Bankunited buyer in Q1 2023 was LSV Asset Management, an estimated $67.3M added.
  • The largest Bankunited seller in Q1 2023 was Fidelity Investments, an estimated $59.7M sold.

Based on aggregated 13F filings for Q1 2023.