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Bankunited

241 hedge funds and large institutions have $2.5B invested in Bankunited in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 68 increasing their positions, 100 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 16

53% more call options, than puts

Call options by funds: $2.68M | Put options by funds: $1.75M

45% more capital invested

Capital invested by funds: $1.72B → $2.5B (+$780M)

9% more funds holding

Funds holding: 221241 (+20)

1.86% more ownership

Funds ownership: 101.7%103.56% (+1.9%)

32% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 100

Holders
241
Holders Change
+20
Holders Change %
+9.05%
% of All Funds
3.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
68
Reduced
100
Closed
16
Calls
$2.68M
Puts
$1.75M
Net Calls
+$924K
Net Calls Change
+$6.02M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$350M +$1.81M +69,874 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$298M +$8.62M +332,567 +4%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$241M -$3.25M -125,360 -2%
State Street
4
State Street
Massachusetts
$149M +$6.69M +258,269 +6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$117M +$6.51M +251,281 +8%
Morgan Stanley
6
Morgan Stanley
New York
$93.8M +$44.4M +1,712,947 +145%
JP Morgan Chase
7
JP Morgan Chase
New York
$88.2M +$3.96M +152,960 +6%
AllianceBernstein
8
AllianceBernstein
Tennessee
$79.6M -$2.7M -104,067 -4%
LSV Asset Management
9
LSV Asset Management
Illinois
$78.7M +$2.09M +80,577 +3%
American Century Companies
10
American Century Companies
Missouri
$70M -$9.69M -373,663 -15%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$51.5M +$1.9M +73,356 +5%
Ameriprise
12
Ameriprise
Minnesota
$47.8M +$16.2M +624,329 +74%
Jennison Associates
13
Jennison Associates
New York
$47.3M +$13.3M +513,342 +54%
Charles Schwab
14
Charles Schwab
California
$47M +$5.51M +212,496 +17%
Millennium Management
15
Millennium Management
New York
$46M +$6.82M +262,929 +23%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$43M -$550K -21,221 -2%
RA
17
Royce & Associates
New York
$37.2M -$1.57M -60,439 -5%
ACB
18
Aristotle Capital Boston
Massachusetts
$31.5M -$1.69M -65,155 -6%
Goldman Sachs
19
Goldman Sachs
New York
$30.3M +$3.53M +136,291 +17%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$26.5M -$20.8M -804,289 -50%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$25.6M +$20.5M +790,877 New
Northern Trust
22
Northern Trust
Illinois
$25.3M +$151K +5,817 +0.8%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$17.1M +$7.97M +307,306 +140%
Diamond Hill Capital Management
24
Diamond Hill Capital Management
Ohio
$16M -$5.11M -197,168 -29%
N
25
Nuveen
North Carolina
$15.7M +$515K +19,850 +4%

BKU Hedge Fund Activity: Q4 2023 in Review

241 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Bankunited (BKU) for Q4 2023, worth a combined $2.5B — up 45% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BKU positions and 16 closed out — a net gain of 23 holders — while 68 added to existing stakes and 100 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $44.4M. The largest seller was Fidelity Investments, cutting an estimated $36M.

  • 241 institutional investors held Bankunited (BKU) as of Q4 2023, up from 221 in Q3 2023.
  • Funds reported $2.5B of Bankunited stock for Q4 2023, up 45% quarter-over-quarter.
  • 39 funds opened new Bankunited positions in Q4 2023 and 16 closed out, a net change of +23 holders.
  • The largest Bankunited buyer in Q4 2023 was Morgan Stanley, an estimated $44.4M added.
  • The largest Bankunited seller in Q4 2023 was Fidelity Investments, an estimated $36M sold.

Based on aggregated 13F filings for Q4 2023.