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Bankunited

206 hedge funds and large institutions have $1.73B invested in Bankunited in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 71

2.95% more ownership

Funds ownership: 99.83%102.78% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 222206 (-16)

29% less capital invested

Capital invested by funds: $2.46B → $1.73B (-$725M)

33% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 42

86% less call options, than puts

Call options by funds: $3.87M | Put options by funds: $26.9M

Holders
206
Holders Change
-16
Holders Change %
-7.21%
% of All Funds
3.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
84
Reduced
71
Closed
42
Calls
$3.87M
Puts
$26.9M
Net Calls
-$23M
Net Calls Change
-$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$252M -$10.9M -335,681 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$206M -$4.15M -127,443 -1%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$143M -$16.8M -516,774 -8%
State Street
4
State Street
Massachusetts
$108M +$13.9M +425,740 +10%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$107M +$47.7K +1,463 +0%
AllianceBernstein
6
AllianceBernstein
Tennessee
$64M -$17.4M -533,968 -16%
American Century Companies
7
American Century Companies
Missouri
$61.3M +$5.53M +169,619 +7%
JP Morgan Chase
8
JP Morgan Chase
New York
$57.8M -$1.59M -48,747 -2%
LSV Asset Management
9
LSV Asset Management
Illinois
$50.1M +$67.3M +2,065,550 +1,362%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$41.6M +$1.16M +35,529 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$32.4M +$1.09M +33,600 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$31.6M -$1.22M -37,372 -3%
Jennison Associates
13
Jennison Associates
New York
$30.1M -$5.75M -176,644 -12%
Millennium Management
14
Millennium Management
New York
$29.2M +$25.7M +788,455 +156%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$27.5M -$59.7M -1,832,787 -60%
Morgan Stanley
16
Morgan Stanley
New York
$24.7M -$1.12M -34,321 -3%
ACB
17
Aristotle Capital Boston
Massachusetts
$23M +$469K +14,394 +1%
Charles Schwab
18
Charles Schwab
California
$22.8M +$877K +26,924 +3%
Norges Bank
19
Norges Bank
Norway
$21.7M +$1.57M +48,046 +5%
Ameriprise
20
Ameriprise
Minnesota
$21.7M +$859K +26,374 +3%
RA
21
Royce & Associates
New York
$19.7M +$6.84M +210,069 +32%
Goldman Sachs
22
Goldman Sachs
New York
$19.6M +$10.4M +320,000 +59%
Northern Trust
23
Northern Trust
Illinois
$17.6M -$2.38M -72,996 -9%
Diamond Hill Capital Management
24
Diamond Hill Capital Management
Ohio
$14.1M -$23.3M -715,609 -53%
SEI Investments
25
SEI Investments
Pennsylvania
$12.8M +$3.13M +96,236 +20%

BKU Hedge Fund Activity: Q1 2023 in Review

206 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Bankunited (BKU) for Q1 2023, worth a combined $1.73B — down 29% from $2.46B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of BKU and 28 opened new positions — a net loss of 14 holders — while 71 trimmed existing stakes and 84 added.

The largest buyer was LSV Asset Management, adding an estimated $67.3M. The largest seller was Fidelity Investments, cutting an estimated $59.7M.

  • 206 institutional investors held Bankunited (BKU) as of Q1 2023, down from 222 in Q4 2022.
  • Funds reported $1.73B of Bankunited stock for Q1 2023, down 29% quarter-over-quarter.
  • 28 funds opened new Bankunited positions in Q1 2023 and 42 closed out, a net change of -14 holders.
  • The largest Bankunited buyer in Q1 2023 was LSV Asset Management, an estimated $67.3M added.
  • The largest Bankunited seller in Q1 2023 was Fidelity Investments, an estimated $59.7M sold.

Based on aggregated 13F filings for Q1 2023.