Bankunited
241 hedge funds and large institutions have $2.5B invested in Bankunited in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 68 increasing their positions, 100 reducing their positions, and 16 closing their positions.
144% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 16
53% more call options, than puts
Call options by funds: $2.68M | Put options by funds: $1.75M
45% more capital invested
Capital invested by funds: $1.72B → $2.5B (+$780M)
9% more funds holding
Funds holding: 221 → 241 (+20)
1.86% more ownership
Funds ownership: 101.7% → 103.56% (+1.9%)
32% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 100
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$44.4M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$20.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$16.2M |
| 4 |
Jennison Associates
New York
|
+$13.3M |
| 5 |
Walleye Capital
New York
|
+$9.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$36M |
| 2 |
Neuberger Berman Group
New York
|
-$20.8M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$15.4M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$9.69M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$8.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GIA
251
GHP Investment Advisors
Denver,
Colorado
| – | -$4.99K | -231 | Closed |
|
|
MFG
252
Mendota Financial Group
Madison,
Wisconsin
| – | -$2.72K | -120 | Closed |
|
|
CMBA
253
C.M. Bidwell & Associates
Honolulu,
Hawaii
| – | -$2.16K | -95 | Closed |
|
|
WT
254
Washington Trust
Westerly,
Rhode Island
| – | -$613 | -27 | Closed |
|
255
EARNEST Partners
Atlanta,
Georgia
| – | -$477 | -21 | Closed |
|
|
SAM
256
Smartleaf Asset Management
Boston,
Massachusetts
| – | +$181 | +7 | New |
|
|
BTI
257
Blue Trust Inc
Alpharetta,
Georgia
| – | +$415 | +16 | New |
|
BKU Hedge Fund Activity: Q4 2023 in Review
241 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Bankunited (BKU) for Q4 2023, worth a combined $2.5B — up 45% from $1.72B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new BKU positions and 16 closed out — a net gain of 23 holders — while 68 added to existing stakes and 100 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $44.4M. The largest seller was Fidelity Investments, cutting an estimated $36M.
- 241 institutional investors held Bankunited (BKU) as of Q4 2023, up from 221 in Q3 2023.
- Funds reported $2.5B of Bankunited stock for Q4 2023, up 45% quarter-over-quarter.
- 39 funds opened new Bankunited positions in Q4 2023 and 16 closed out, a net change of +23 holders.
- The largest Bankunited buyer in Q4 2023 was Morgan Stanley, an estimated $44.4M added.
- The largest Bankunited seller in Q4 2023 was Fidelity Investments, an estimated $36M sold.
Based on aggregated 13F filings for Q4 2023.