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Bankunited

208 hedge funds and large institutions have $1.67B invested in Bankunited in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 80

1.67% less ownership

Funds ownership: 96.77%95.1% (-1.7%)

10% less funds holding

Funds holding: 232208 (-24)

16% less call options, than puts

Call options by funds: $368K | Put options by funds: $439K

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

38% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 50

50% less capital invested

Capital invested by funds: $3.36B → $1.67B (-$1.69B)

Holders
208
Holders Change
-24
Holders Change %
-10.34%
% of All Funds
4.58%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
31
Increased
76
Reduced
80
Closed
50
Calls
$368K
Puts
$439K
Net Calls
-$71K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$170M +$8.13M +272,002 +3%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$159M +$33.5M +1,122,170 +15%
BlackRock
3
BlackRock
New York
$94.4M +$3.23M +108,192 +2%
AllianceBernstein
4
AllianceBernstein
Tennessee
$84.1M +$4.52M +151,263 +3%
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$78.4M +$22.4M +751,318 +22%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$77.5M +$9.04M +302,570 +8%
JP Morgan Chase
7
JP Morgan Chase
New York
$64.2M +$22M +734,991 +27%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$62.3M +$32.3M +1,081,509 +48%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$59.5M -$19.1M -638,932 -17%
Jennison Associates
10
Jennison Associates
New York
$50.2M +$1.08M +36,072 +1%
CRM
11
Cramer Rosenthal McGlynn
Connecticut
$49M -$10.8M -362,759 -12%
American Century Companies
12
American Century Companies
Missouri
$46.6M +$20.2M +677,257 +37%
BBHC
13
Brown Brothers Harriman & Co
New York
$46.5M +$1.28M +42,749 +2%
LSV Asset Management
14
LSV Asset Management
Illinois
$37.9M -$6.78M -227,000 -10%
State Street
15
State Street
Massachusetts
$37.6M -$4.04M -135,088 -6%
Citadel Advisors
16
Citadel Advisors
Florida
$35M -$20.5M -685,049 -27%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$26.6M +$1.52M +50,751 +4%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$26.6M +$469K +15,702 +1%
Boston Partners
19
Boston Partners
Massachusetts
$26.6M +$2.26M +75,736 +6%
AR
20
Advisory Research
Illinois
$26.1M +$14.3M +479,569 +52%
Norges Bank
21
Norges Bank
Norway
$21.3M -$908K -30,391 -3%
DLA
22
Douglas Lane & Associates
New York
$21.1M -$14.4M -483,435 -30%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$19.6M +$12.2M +409,372 +64%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$19.4M +$500K +16,746 +2%
Charles Schwab
25
Charles Schwab
California
$16.7M +$894K +29,923 +3%

BKU Hedge Fund Activity: Q1 2020 in Review

208 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Bankunited (BKU) for Q1 2020, worth a combined $1.67B — down 50% from $3.36B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of BKU and 31 opened new positions — a net loss of 19 holders — while 80 trimmed existing stakes and 76 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $33.5M. The largest seller was Victory Capital Management, cutting an estimated $41.9M.

  • 208 institutional investors held Bankunited (BKU) as of Q1 2020, down from 232 in Q4 2019.
  • Funds reported $1.67B of Bankunited stock for Q1 2020, down 50% quarter-over-quarter.
  • 31 funds opened new Bankunited positions in Q1 2020 and 50 closed out, a net change of -19 holders.
  • The largest Bankunited buyer in Q1 2020 was T. Rowe Price Associates, an estimated $33.5M added.
  • The largest Bankunited seller in Q1 2020 was Victory Capital Management, an estimated $41.9M sold.

Based on aggregated 13F filings for Q1 2020.