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Bankunited

214 hedge funds and large institutions have $4.1B invested in Bankunited in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 64 increasing their positions, 83 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $3.35M | Put options by funds: $2.23M

46% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 28

24% more capital invested

Capital invested by funds: $3.31B → $4.1B (+$798M)

6% more funds holding

Funds holding: 202214 (+12)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.29% less ownership

Funds ownership: 102.94%100.65% (-2.3%)

23% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 83

Holders
214
Holders Change
+12
Holders Change %
+5.94%
% of All Funds
3.76%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
41
Increased
64
Reduced
83
Closed
28
Calls
$3.35M
Puts
$2.23M
Net Calls
+$1.12M
Net Calls Change
+$962K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$601M +$1.97M +47,896 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$443M +$14.7M +357,521 +4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$427M -$9.86M -240,125 -2%
State Street
4
State Street
Massachusetts
$209M +$24.1M +585,927 +14%
AllianceBernstein
5
AllianceBernstein
Tennessee
$197M -$6.38M -155,493 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$184M -$4.32M -105,114 -2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$167M -$13.6M -330,883 -8%
JP Morgan Chase
8
JP Morgan Chase
New York
$157M -$15.6M -379,867 -10%
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$98.9M -$2.58M -62,742 -3%
American Century Companies
10
American Century Companies
Missouri
$87M -$5.27M -128,234 -6%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$81.2M -$13.3M -323,194 -15%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$76.7M +$20M +487,723 +39%
Jennison Associates
13
Jennison Associates
New York
$71.3M -$8.65M -210,768 -11%
FCM
14
Frontier Capital Management
Massachusetts
$69.1M +$4.29M +104,490 +7%
LSV Asset Management
15
LSV Asset Management
Illinois
$67.6M -$12.3M -299,954 -16%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$64.8M +$4.6M +111,941 +8%
Northern Trust
17
Northern Trust
Illinois
$54M +$7.29M +177,433 +17%
Boston Partners
18
Boston Partners
Massachusetts
$52.3M -$4.03M -98,114 -8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$49M -$2.51M -61,132 -5%
Invesco
20
Invesco
Georgia
$48.8M -$4.8M -116,831 -10%
Ameriprise
21
Ameriprise
Minnesota
$45.7M +$409K +9,950 +1%
Norges Bank
22
Norges Bank
Norway
$43.3M -$6.22M -151,432 -13%
Charles Schwab
23
Charles Schwab
California
$41.9M +$663K +16,157 +2%
VNIM
24
Vaughan Nelson Investment Management
Texas
$41.5M +$38.8M +945,040 New
ACB
25
Aristotle Capital Boston
Massachusetts
$40.5M -$3.41M -82,977 -8%

BKU Hedge Fund Activity: Q1 2021 in Review

214 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Bankunited (BKU) for Q1 2021, worth a combined $4.1B — up 24% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new BKU positions and 28 closed out — a net gain of 13 holders — while 64 added to existing stakes and 83 trimmed.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $38.8M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $77.8M.

  • 214 institutional investors held Bankunited (BKU) as of Q1 2021, up from 202 in Q4 2020.
  • Funds reported $4.1B of Bankunited stock for Q1 2021, up 24% quarter-over-quarter.
  • 41 funds opened new Bankunited positions in Q1 2021 and 28 closed out, a net change of +13 holders.
  • The largest Bankunited buyer in Q1 2021 was Vaughan Nelson Investment Management, an estimated $38.8M added.
  • The largest Bankunited seller in Q1 2021 was Cramer Rosenthal McGlynn, an estimated $77.8M sold.

Based on aggregated 13F filings for Q1 2021.