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Bankunited

240 hedge funds and large institutions have $2.1B invested in Bankunited in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

0% less funds holding

Funds holding: 241240 (-1)

1% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 84

2.51% less ownership

Funds ownership: 103.56%101.05% (-2.5%)

16% less capital invested

Capital invested by funds: $2.5B → $2.1B (-$394M)

73% less call options, than puts

Call options by funds: $1.44M | Put options by funds: $5.22M

Holders
240
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
3.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
83
Reduced
84
Closed
24
Calls
$1.44M
Puts
$5.22M
Net Calls
-$3.79M
Net Calls Change
-$4.71M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
EverSource Wealth Advisors
Alabama
$14K
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$13.3K +$13.5K +483 New
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$13.1K -$391 -14 -3%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$13K -$447 -16 -3%
PCMC
205
Planning Capital Management Corporation
Pennsylvania
$12.1K +$7.41K +265 +158%
EBA
206
Eagle Bay Advisors
New York
$9.88K -$4.5K -161 -31%
FFA
207
Farther Finance Advisors
California
$9.47K -$4.45K -159 -32%
QCG
208
Quadrant Capital Group
Ohio
$8.76K -$755 -27 -8%
CAL
209
Capital Advisors Ltd
Ohio
$8K
S
210
SignatureFD
Georgia
$6.58K
FMII
211
Farmers & Merchants Investments Inc
Nebraska
$5.1K
FHA
212
First Horizon Advisors
Tennessee
$4.73K
MPWT
213
MassMutual Private Wealth & Trust
Connecticut
$4.06K
SAM
214
Smartleaf Asset Management
Massachusetts
$3.29K +$3.08K +110 +1,571%
SWA
215
SOA Wealth Advisors
New York
$3.09K +$28 +1 +0.9%
Barrow, Hanley, Mewhinney & Strauss
216
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.72K
SIC
217
Salem Investment Counselors
North Carolina
$2.1K
BIA
218
Bell Investment Advisors
California
$2.02K
PTC
219
Private Trust Company
Ohio
$2.02K
Bessemer Group
220
Bessemer Group
New Jersey
$2K
JWA
221
JFS Wealth Advisors
Pennsylvania
$1.99K
FFO
222
Fortitude Family Office
Arizona
$1.37K
PS
223
Principal Securities
Iowa
$1.23K
QC
224
Quent Capital
New York
$1.23K
AW
225
Avion Wealth
Texas
$1K

BKU Hedge Fund Activity: Q1 2024 in Review

240 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Bankunited (BKU) for Q1 2024, worth a combined $2.1B — down 16% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BKU positions and 24 closed out — a net gain of 1 holder — while 83 added to existing stakes and 84 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $18.8M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $95.4M.

  • 240 institutional investors held Bankunited (BKU) as of Q1 2024, down from 241 in Q4 2023.
  • Funds reported $2.1B of Bankunited stock for Q1 2024, down 16% quarter-over-quarter.
  • 25 funds opened new Bankunited positions in Q1 2024 and 24 closed out, a net change of +1 holder.
  • The largest Bankunited buyer in Q1 2024 was Dimensional Fund Advisors, an estimated $18.8M added.
  • The largest Bankunited seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $95.4M sold.

Based on aggregated 13F filings for Q1 2024.