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Bankunited

250 hedge funds and large institutions have $3.88B invested in Bankunited in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 82 increasing their positions, 96 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 24

7% more funds holding

Funds holding: 233250 (+17)

1% more capital invested

Capital invested by funds: $3.83B → $3.88B (+$47.1M)

0.2% more ownership

Funds ownership: 97.62%97.82% (+0.2%)

5% less call options, than puts

Call options by funds: $1.89M | Put options by funds: $2M

15% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 96

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
250
Holders Change
+17
Holders Change %
+7.3%
% of All Funds
6.22%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
48
Increased
82
Reduced
96
Closed
24
Calls
$1.89M
Puts
$2M
Net Calls
-$108K
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$316M +$16M +421,232 +5%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$313M -$387K -10,183 -0.1%
Diamond Hill Capital Management
3
Diamond Hill Capital Management
Ohio
$256M +$23.5M +618,612 +10%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$221M +$6.49M +170,686 +3%
BlackRock
5
BlackRock
New York
$185M +$187M +4,924,867 +14,459%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$171M +$14.8M +388,495 +9%
State Street
7
State Street
Massachusetts
$143M +$6.54M +171,952 +5%
JP Morgan Chase
8
JP Morgan Chase
New York
$122M +$9.22M +242,361 +8%
Millennium Management
9
Millennium Management
New York
$117M +$4.12M +108,252 +4%
American Century Companies
10
American Century Companies
Missouri
$99.5M +$13.7M +360,001 +16%
Invesco
11
Invesco
Georgia
$78.9M -$4.82M -126,718 -6%
Jennison Associates
12
Jennison Associates
New York
$78.5M +$21.4M +563,176 +37%
BBHC
13
Brown Brothers Harriman & Co
New York
$73.1M -$19.7M -517,000 -21%
Morgan Stanley
14
Morgan Stanley
New York
$64.3M -$1.02M -26,830 -2%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$64.1M +$24M +631,784 +58%
DLA
16
Douglas Lane & Associates
New York
$62.1M +$372K +9,774 +0.6%
EIP
17
Epoch Investment Partners
New York
$61.2M -$370K -9,714 -0.6%
Victory Capital Management
18
Victory Capital Management
Texas
$57.9M -$9.8M -257,655 -14%
VFA
19
Virtus Fund Advisers
Connecticut
$53.1M -$6.87M -180,500 -11%
ORI
20
Oak Ridge Investments
Illinois
$50.3M -$7.66M -201,322 -13%
AR
21
Advisory Research
Illinois
$44.7M +$167K +4,397 +0.4%
AL
22
AJO LP
Pennsylvania
$43.3M +$44.1M +1,160,123 New
Citadel Advisors
23
Citadel Advisors
Florida
$42.9M +$35.4M +930,979 +424%
SO
24
STRS Ohio
Ohio
$42.5M +$23.6M +621,000 +120%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$42.2M -$5.41M -142,302 -11%

BKU Hedge Fund Activity: Q1 2017 in Review

250 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Bankunited (BKU) for Q1 2017, worth a combined $3.88B — up 1.2% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new BKU positions and 24 closed out — a net gain of 24 holders — while 82 added to existing stakes and 96 trimmed.

The largest buyer was BlackRock, adding an estimated $187M. The largest seller was Wellcome Trust, exiting entirely with an estimated $151M sold.

  • 250 institutional investors held Bankunited (BKU) as of Q1 2017, up from 233 in Q4 2016.
  • Funds reported $3.88B of Bankunited stock for Q1 2017, up 1.2% quarter-over-quarter.
  • 48 funds opened new Bankunited positions in Q1 2017 and 24 closed out, a net change of +24 holders.
  • The largest Bankunited buyer in Q1 2017 was BlackRock, an estimated $187M added.
  • The largest Bankunited seller in Q1 2017 was Wellcome Trust, an estimated $151M sold.

Based on aggregated 13F filings for Q1 2017.