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Bankunited

214 hedge funds and large institutions have $2.83B invested in Bankunited in 2014 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 92 increasing their positions, 52 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

85% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 27

77% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 52

11% more funds holding

Funds holding: 193214 (+21)

3.74% more ownership

Funds ownership: 92.25%95.99% (+3.7%)

1% less capital invested

Capital invested by funds: $2.86B → $2.83B (-$31.6M)

98% less call options, than puts

Call options by funds: $1K | Put options by funds: $43K

Holders
214
Holders Change
+21
Holders Change %
+10.88%
% of All Funds
5.71%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
50
Increased
92
Reduced
52
Closed
27
Calls
$1K
Puts
$43K
Net Calls
-$42K
Net Calls Change
-$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$289M +$36.1M +1,221,717 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$167M +$3.16M +106,843 +2%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$127M -$7.76M -262,603 -6%
WT
4
Wellcome Trust
United Kingdom
$116M
State Street
5
State Street
Massachusetts
$112M +$5.3M +179,342 +5%
Citadel Advisors
6
Citadel Advisors
Florida
$109M +$41.5M +1,406,704 +60%
EIP
7
Epoch Investment Partners
New York
$104M +$74.9M +2,535,781 +240%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$96.6M +$5.83M +197,500 +6%
Jennison Associates
9
Jennison Associates
New York
$89.7M -$35.1M -1,187,682 -28%
WHG
10
Westwood Holdings Group
Texas
$82.5M -$282K -9,550 -0.3%
BIT
11
BlackRock Institutional Trust
California
$76.2M +$6.71M +227,333 +9%
TCM
12
TimesSquare Capital Management
New York
$67.5M +$4.95M +167,500 +8%
ORI
13
Oak Ridge Investments
Illinois
$57.4M +$187K +6,339 +0.3%
LCP
14
Lombardia Capital Partners
California
$53M +$25.5M +863,380 +89%
JP Morgan Chase
15
JP Morgan Chase
New York
$50.3M +$18.3M +619,519 +56%
VFA
16
Virtus Fund Advisers
Connecticut
$44.5M +$12.1M +410,550 +36%
American Century Companies
17
American Century Companies
Missouri
$42.6M +$3.55M +120,279 +9%
Ameriprise
18
Ameriprise
Minnesota
$42.1M -$33.6M -1,136,286 -44%
CI
19
Cambiar Investors
Colorado
$40.2M +$41M +1,387,884 New
Renaissance Technologies
20
Renaissance Technologies
New York
$39.7M +$10.3M +347,675 +34%
BA
21
BlackRock Advisors
Delaware
$38.2M +$5.62M +190,400 +17%
RG
22
Rathbones Group
United Kingdom
$33.7M +$131K +4,450 +0.4%
BFA
23
BlackRock Fund Advisors
California
$27.7M +$3.37M +114,209 +14%
FHC
24
Forest Hill Capital
Arkansas
$25.9M -$2.11M -71,318 -7%
O
25
OppenheimerFunds
New York
$25.8M +$3.37M +114,009 +15%

BKU Hedge Fund Activity: Q4 2014 in Review

214 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Bankunited (BKU) for Q4 2014, worth a combined $2.83B — down 1.1% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BKU positions and 27 closed out — a net gain of 23 holders — while 92 added to existing stakes and 52 trimmed.

The largest buyer was Epoch Investment Partners, adding an estimated $74.9M. The largest seller was Cramer Rosenthal McGlynn, exiting entirely with an estimated $66.5M sold.

  • 214 institutional investors held Bankunited (BKU) as of Q4 2014, up from 193 in Q3 2014.
  • Funds reported $2.83B of Bankunited stock for Q4 2014, down 1.1% quarter-over-quarter.
  • 50 funds opened new Bankunited positions in Q4 2014 and 27 closed out, a net change of +23 holders.
  • The largest Bankunited buyer in Q4 2014 was Epoch Investment Partners, an estimated $74.9M added.
  • The largest Bankunited seller in Q4 2014 was Cramer Rosenthal McGlynn, an estimated $66.5M sold.

Based on aggregated 13F filings for Q4 2014.