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Bankunited

240 hedge funds and large institutions have $2.1B invested in Bankunited in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

0% less funds holding

Funds holding: 241240 (-1)

1% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 84

2.51% less ownership

Funds ownership: 103.56%101.05% (-2.5%)

16% less capital invested

Capital invested by funds: $2.5B → $2.1B (-$394M)

73% less call options, than puts

Call options by funds: $1.44M | Put options by funds: $5.22M

Holders
240
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
3.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
83
Reduced
84
Closed
24
Calls
$1.44M
Puts
$5.22M
Net Calls
-$3.79M
Net Calls Change
-$4.71M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$305M +$2.47M +88,279 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$266M +$7.86M +280,993 +3%
State Street
3
State Street
Massachusetts
$141M +$12.8M +457,440 +10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$119M +$18.8M +670,610 +19%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$112M -$95.4M -3,411,599 -46%
JP Morgan Chase
6
JP Morgan Chase
New York
$90.6M +$14.5M +518,807 +19%
AllianceBernstein
7
AllianceBernstein
Tennessee
$66.7M -$1.99M -71,195 -3%
LSV Asset Management
8
LSV Asset Management
Illinois
$66.6M -$1.4M -50,117 -2%
American Century Companies
9
American Century Companies
Missouri
$62.2M +$1.7M +60,798 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$45.5M +$1.04M +37,119 +2%
Charles Schwab
11
Charles Schwab
California
$45.4M +$4.79M +171,353 +12%
Jennison Associates
12
Jennison Associates
New York
$43.5M +$2.6M +93,119 +6%
Millennium Management
13
Millennium Management
New York
$42.2M +$2.44M +87,259 +6%
Ameriprise
14
Ameriprise
Minnesota
$41.4M +$165K +5,904 +0.4%
Morgan Stanley
15
Morgan Stanley
New York
$39.1M -$41.8M -1,495,639 -52%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$35.6M -$1.45M -51,840 -4%
RA
17
Royce & Associates
New York
$35.2M +$3.1M +110,777 +10%
Goldman Sachs
18
Goldman Sachs
New York
$27.5M +$1.31M +46,770 +5%
ACB
19
Aristotle Capital Boston
Massachusetts
$26.2M -$995K -35,592 -4%
Northern Trust
20
Northern Trust
Illinois
$21.5M -$363K -12,991 -2%
Prudential Financial
21
Prudential Financial
New Jersey
$20.7M +$11.6M +414,710 +128%
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$16.4M +$13.2M +472,694 +423%
Voloridge Investment Management
23
Voloridge Investment Management
Florida
$15.2M +$8.42M +301,088 +124%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$14.6M -$133K -4,769 -0.9%
Bank of America
25
Bank of America
North Carolina
$13.9M +$2.44M +87,424 +21%

BKU Hedge Fund Activity: Q1 2024 in Review

240 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Bankunited (BKU) for Q1 2024, worth a combined $2.1B — down 16% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BKU positions and 24 closed out — a net gain of 1 holder — while 83 added to existing stakes and 84 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $18.8M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $95.4M.

  • 240 institutional investors held Bankunited (BKU) as of Q1 2024, down from 241 in Q4 2023.
  • Funds reported $2.1B of Bankunited stock for Q1 2024, down 16% quarter-over-quarter.
  • 25 funds opened new Bankunited positions in Q1 2024 and 24 closed out, a net change of +1 holder.
  • The largest Bankunited buyer in Q1 2024 was Dimensional Fund Advisors, an estimated $18.8M added.
  • The largest Bankunited seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $95.4M sold.

Based on aggregated 13F filings for Q1 2024.