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Bankunited

222 hedge funds and large institutions have $3.75B invested in Bankunited in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 96 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

2% more funds holding

Funds holding: 218222 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $3.94B → $3.75B (-$186M)

2.31% less ownership

Funds ownership: 99.18%96.87% (-2.3%)

26% less call options, than puts

Call options by funds: $2.5M | Put options by funds: $3.36M

42% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 96

Holders
222
Holders Change
+4
Holders Change %
+1.83%
% of All Funds
3.89%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
56
Reduced
96
Closed
22
Calls
$2.5M
Puts
$3.36M
Net Calls
-$860K
Net Calls Change
-$616K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$573M +$2.03M +49,635 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$425M -$5.44M -132,906 -1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$377M -$18.1M -442,770 -5%
State Street
4
State Street
Massachusetts
$214M -$11.8M -287,815 -5%
AllianceBernstein
5
AllianceBernstein
Tennessee
$162M -$8.73M -213,369 -5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$160M -$347K -8,474 -0.2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$157M -$132K -3,216 -0.1%
JP Morgan Chase
8
JP Morgan Chase
New York
$129M -$11.1M -269,952 -8%
American Century Companies
9
American Century Companies
Missouri
$106M +$6.46M +157,754 +7%
Diamond Hill Capital Management
10
Diamond Hill Capital Management
Ohio
$87.9M -$545K -13,308 -0.6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$74.1M +$440K +10,761 +0.6%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$71.8M -$890K -21,752 -1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$62.5M -$2.62M -64,017 -4%
Jennison Associates
14
Jennison Associates
New York
$55.6M +$238K +5,803 +0.4%
Northern Trust
15
Northern Trust
Illinois
$51.8M -$949K -23,195 -2%
Boston Partners
16
Boston Partners
Massachusetts
$48.9M -$436K -10,660 -0.9%
FCM
17
Frontier Capital Management
Massachusetts
$48.1M -$4.05M -98,939 -8%
Invesco
18
Invesco
Georgia
$46.6M +$14.1K +344 +0%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$43.6M -$1.18M -28,776 -3%
Ameriprise
20
Ameriprise
Minnesota
$41.6M -$1.44M -35,114 -3%
Norges Bank
21
Norges Bank
Norway
$41.2M +$1.55M +37,884 +4%
Charles Schwab
22
Charles Schwab
California
$40.9M +$1.98M +48,491 +5%
ACB
23
Aristotle Capital Boston
Massachusetts
$40.3M +$2.52M +61,569 +7%
VNIM
24
Vaughan Nelson Investment Management
Texas
$32.7M -$14.6M -357,628 -31%
Principal Financial Group
25
Principal Financial Group
Iowa
$32.6M -$642K -15,677 -2%

BKU Hedge Fund Activity: Q3 2021 in Review

222 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Bankunited (BKU) for Q3 2021, worth a combined $3.75B — down 4.7% from $3.94B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BKU positions and 22 closed out — a net gain of 8 holders — while 56 added to existing stakes and 96 trimmed.

The largest buyer was Schonfeld Strategic Advisors, opening a new position worth an estimated $21.5M. The largest seller was Hood River Capital Management, exiting entirely with an estimated $22.7M sold.

  • 222 institutional investors held Bankunited (BKU) as of Q3 2021, up from 218 in Q2 2021.
  • Funds reported $3.75B of Bankunited stock for Q3 2021, down 4.7% quarter-over-quarter.
  • 30 funds opened new Bankunited positions in Q3 2021 and 22 closed out, a net change of +8 holders.
  • The largest Bankunited buyer in Q3 2021 was Schonfeld Strategic Advisors, an estimated $21.5M added.
  • The largest Bankunited seller in Q3 2021 was Hood River Capital Management, an estimated $22.7M sold.

Based on aggregated 13F filings for Q3 2021.