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Bankunited

181 hedge funds and large institutions have $3.16B invested in Bankunited in 2013 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 87 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,242% more call options, than puts

Call options by funds: $445K | Put options by funds: $19K

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

74% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 50

11% more funds holding

Funds holding: 163181 (+18)

6% more capital invested

Capital invested by funds: $2.98B → $3.16B (+$171M)

0.02% less ownership

Funds ownership: 95.02%95% (-0.02%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
181
Holders Change
+18
Holders Change %
+11.04%
% of All Funds
5.25%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
33
Increased
87
Reduced
50
Closed
14
Calls
$445K
Puts
$19K
Net Calls
+$426K
Net Calls Change
-$376K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$327M -$1.1M -34,497 -0.3%
Blackstone Inc
2
Blackstone Inc
New York
$183M -$83.5M -2,627,939 -32%
CG
3
Carlyle Group
District of Columbia
$183M -$83.5M -2,627,939 -32%
IPC
4
Invesco Private Capital
New York
$183M -$83.5M -2,627,939 -32%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$174M -$166K -5,238 -0.1%
CP
6
Centerbridge Partners
New York
$144M -$65.6M -2,064,004 -32%
WT
7
Wellcome Trust
United Kingdom
$132M
Vanguard Group
8
Vanguard Group
Pennsylvania
$131M +$17.1M +537,499 +16%
State Street
9
State Street
Massachusetts
$114M +$55.1M +1,734,919 +101%
WHG
10
Westwood Holdings Group
Texas
$106M +$12.5M +393,026 +14%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$75.3M -$9.66M -303,950 -12%
UBS AM
12
UBS AM
Illinois
$64.9M -$2.91M -91,750 -4%
ORI
13
Oak Ridge Investments
Illinois
$63M +$93K +2,929 +0.2%
BIT
14
BlackRock Institutional Trust
California
$58.8M +$10.7M +337,739 +23%
Jennison Associates
15
Jennison Associates
New York
$44.8M +$15.3M +480,360 +55%
Ameriprise
16
Ameriprise
Minnesota
$43.8M -$1.14M -35,740 -3%
Principal Financial Group
17
Principal Financial Group
Iowa
$42.5M +$19.9M +625,844 +94%
American Century Companies
18
American Century Companies
Missouri
$41.6M -$1.2M -37,753 -3%
EIP
19
Epoch Investment Partners
New York
$41.2M -$493K -15,520 -1%
FHC
20
Forest Hill Capital
Arkansas
$40M +$4.42M +139,112 +13%
LI
21
LMCG Investments
Massachusetts
$38.6M -$48.9K -1,539 -0.1%
SB
22
Suntrust Banks
Georgia
$34.4M +$1.66M +52,160 +5%
BA
23
BlackRock Advisors
Delaware
$33.5M +$8.93M +281,106 +38%
Millennium Management
24
Millennium Management
New York
$30.4M +$29M +912,680 +7,463%
PIM
25
Perkins Investment Management
Illinois
$30.3M +$29.2M +919,031 New

BKU Hedge Fund Activity: Q4 2013 in Review

181 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Bankunited (BKU) for Q4 2013, worth a combined $3.16B — up 5.7% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BKU positions and 14 closed out — a net gain of 19 holders — while 87 added to existing stakes and 50 trimmed.

The largest buyer was State Street, adding an estimated $55.1M. The largest seller was Blackstone Inc, cutting an estimated $83.5M.

  • 181 institutional investors held Bankunited (BKU) as of Q4 2013, up from 163 in Q3 2013.
  • Funds reported $3.16B of Bankunited stock for Q4 2013, up 5.7% quarter-over-quarter.
  • 33 funds opened new Bankunited positions in Q4 2013 and 14 closed out, a net change of +19 holders.
  • The largest Bankunited buyer in Q4 2013 was State Street, an estimated $55.1M added.
  • The largest Bankunited seller in Q4 2013 was Blackstone Inc, an estimated $83.5M sold.

Based on aggregated 13F filings for Q4 2013.