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Bankunited

233 hedge funds and large institutions have $3.83B invested in Bankunited in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 96 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $3.81M | Put options by funds: $2M

26% more capital invested

Capital invested by funds: $3.05B → $3.83B (+$788M)

10% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 31

0.42% more ownership

Funds ownership: 97.19%97.62% (+0.42%)

0% more funds holding

Funds holding: 233233 (0)

14% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 96

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
233
Holders Change
Holders Change %
0%
% of All Funds
5.83%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
34
Increased
83
Reduced
96
Closed
31
Calls
$3.81M
Puts
$2M
Net Calls
+$1.81M
Net Calls Change
+$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$317M +$30.9M +928,476 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$303M +$9.81M +294,555 +4%
Diamond Hill Capital Management
3
Diamond Hill Capital Management
Ohio
$236M +$4.54M +136,121 +2%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$217M +$44.4M +1,331,314 +30%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$158M +$82M +2,460,868 +142%
WT
6
Wellcome Trust
United Kingdom
$151M
State Street
7
State Street
Massachusetts
$138M +$16M +480,880 +15%
JP Morgan Chase
8
JP Morgan Chase
New York
$115M +$29.1M +874,017 +40%
Millennium Management
9
Millennium Management
New York
$114M +$13M +390,097 +15%
BIT
10
BlackRock Institutional Trust
California
$105M +$6.88M +206,546 +8%
BBHC
11
Brown Brothers Harriman & Co
New York
$93.3M +$2.54M +76,100 +3%
American Century Companies
12
American Century Companies
Missouri
$86.9M -$16.3M -490,019 -18%
Invesco
13
Invesco
Georgia
$84.5M +$701K +21,030 +0.9%
Victory Capital Management
14
Victory Capital Management
Texas
$68.2M +$1.85M +55,430 +3%
Morgan Stanley
15
Morgan Stanley
New York
$66M -$7.41M -222,335 -11%
DLA
16
Douglas Lane & Associates
New York
$62.4M +$5.71M +171,352 +12%
EIP
17
Epoch Investment Partners
New York
$62.2M -$3.8M -114,055 -6%
VFA
18
Virtus Fund Advisers
Connecticut
$60.4M -$9.5M -285,100 -15%
ORI
19
Oak Ridge Investments
Illinois
$58.4M -$8.92M -267,671 -15%
Jennison Associates
20
Jennison Associates
New York
$58.1M -$23.2M -697,455 -31%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$48M -$31.4M -941,278 -42%
BFA
22
BlackRock Fund Advisors
California
$46.4M +$4.01M +120,289 +11%
CS
23
Credit Suisse
Switzerland
$45.7M -$358K -10,732 -0.9%
AR
24
Advisory Research
Illinois
$45M -$2.1M -63,000 -5%
HCM
25
Hahn Capital Management
California
$40.9M -$7.64M -229,211 -17%

BKU Hedge Fund Activity: Q4 2016 in Review

233 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Bankunited (BKU) for Q4 2016, worth a combined $3.83B — up 26% from $3.05B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BKU positions and 31 closed out — a net gain of 3 holders — while 83 added to existing stakes and 96 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $82M. The largest seller was Ameriprise, cutting an estimated $52.2M.

  • 233 institutional investors held Bankunited (BKU) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $3.83B of Bankunited stock for Q4 2016, up 26% quarter-over-quarter.
  • 34 funds opened new Bankunited positions in Q4 2016 and 31 closed out, a net change of +3 holders.
  • The largest Bankunited buyer in Q4 2016 was Fidelity Investments, an estimated $82M added.
  • The largest Bankunited seller in Q4 2016 was Ameriprise, an estimated $52.2M sold.

Based on aggregated 13F filings for Q4 2016.