Bankunited Inc (BKU): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Bankunited Inc (BKU) following the 2026 Q1 hedge fund 13F filings?

As of today, BKU has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), BKU gained nan% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Bankunited Inc (BKU)

318 + Investors. Track Smart Money conviction in BKU. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — BKU

Based on 320 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added BKU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

320 hedge funds hold BKU right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q

+35 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 56% buying

171 buying137 selling

Last quarter: 171 funds bought or added vs 137 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~60 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 24 → 51 → 59 → 60. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 17% medium ■ 18% new

209 out of 320 hedge funds have held BKU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

🚀

Acceleration phase — new buyers rushing in

45 → 24 → 51 → 59 → 60 new funds/Q

New funds entering each quarter: 24 → 51 → 59 → 60. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 8% 1-2yr ■ 21% new

Of 327 current holders: 234 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds

50 of 320 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in BKU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	318	300	6.0%
13F Shares	76M	75M	1.32%
Total Value	$3.35B	$3.35B	0.02%
New Positions	58	59	-1
Increased Positions	111	81	+30
Closed Positions	40	49	-9
Reduced Positions	97	122	-25
Total Calls	6	1	500.0%
Total Puts	1	0	100%
PUT/CALL Ratio	0.17	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

318

300

6.0%

13F Shares

76M

75M

1.32%

Total Value

$3.35B

0.02%

New Positions

-1

Increased Positions

111

+30

Closed Positions

-9

Reduced Positions

122

-25

Total Calls

500.0%

Total Puts

100%

PUT/CALL Ratio

0.17

0.0

Bullish

Institutional Holders (2026 Q1)

318 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BKU. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BKU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	HoldCo Asset Management, LP	11.88%	3,535,282	$159.7M
2	Cramer Rosenthal Mcglynn LLC	4.39%	1,323,664	$59.8M
3	FJ Capital Management LLC	1.94%	380,554	$17.2M
4	EJF Capital LP	1.91%	59,971	$2.7M
5	Aristotle Capital Boston, LLC	1.14%	407,414	$18.4M
6	Artemis Investment Management LLP	1.06%	2,217,272	$100.1M
7	Moody Aldrich Partners LLC	1.06%	130,332	$5.9M
8	Bridgeway Capital Management, LLC	0.45%	496,409	$22.4M
9	Royce & Associates LP	0.43%	958,920	$43.3M
10	BW Gestao de Investimentos Ltda.	0.41%	270,000	$12.2M
11	Neo Ivy Capital Management	0.32%	27,151	$1.2M
12	Hussman Strategic Advisors, INC.	0.31%	31,500	$1.4M
13	Driehaus Capital Management LLC	0.31%	919,035	$41.5M
14	Integrated Quantitative Investments LLC	0.28%	33,684	$1.5M
15	Maltese Capital Management LLC	0.27%	30,000	$1.4M
16	WINTON GROUP Ltd	0.26%	167,123	$7.5M
17	Linden Thomas Advisory Services, LLC	0.25%	56,494	$2.6M
18	Kennedy Capital Management LLC	0.24%	253,162	$11.4M
19	JMN Financial LLC	0.23%	5,270	$238K
20	Frontier Capital Management Co LLC	0.23%	492,646	$22.2M
21	Inspire Advisors, LLC	0.22%	60,868	$2.7M
22	Edgestream Partners, L.P.	0.22%	150,507	$6.8M
23	Knights of Columbus Asset Advisors LLC	0.15%	57,101	$2.6M
24	Jacobs Levy Equity Management, Inc	0.14%	719,166	$32.5M
25	iSAM Funds (UK) Ltd	0.13%	5,867	$265K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Bankunited Inc (BKU)

What does the Smart Money Trend signal show for BKU?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BKU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BKU?

Slight buying edge — 56% buying: Last quarter: 171 funds bought or added vs 137 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BKU holders?

Elite ownership — 44% AUM from top-100 funds: 50 of 320 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in BKU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BKU?

65% of holders stayed for 2+ years: 209 out of 320 hedge funds have held BKU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Bankunited Inc (BKU) following the 2026 Q1 hedge fund 13F filings?

As of today, BKU has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), BKU has gained nan% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Bankunited Inc (BKU)

Smart Money Signals — BKU

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +12% more funds vs a year ago

Slight buying edge — 56% buying

Steady new buyers — ~60 new funds per quarter

65% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Deep conviction — 72% of holders stayed 2+ years

Elite ownership — 44% AUM from top-100 funds

Institutional Sentiment Summary — BKU

Hedge Fund Ownership: BKU

Market Analysis: BKU

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BKU

Is It Too Late to Buy Bankunited Inc (BKU) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: BKU

Statistics: BKU

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Bankunited Inc (BKU)

Welcome to 13Foresight!