Smart Money Radar / Tickers / BBD

BBD Banks

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
154
of 289 total, index funds excluded
This quarter
+33
27 out
Conviction
1 bps
median holder weight: token bet
Streak
2q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2016Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $4.5B held
FundValueNote
Aquamarine Financial (Cayma… $589M
ARROWSTREET CAPITAL, LIMITE… $290M
WELLINGTON MANAGEMENT GROUP… $286M
ARGA Investment Management,… $274M
MASSACHUSETTS FINANCIAL SER… $226M
Fisher Asset Management, LLC $194M
Itau Unibanco Holding S.A. $179M
FRANKLIN RESOURCES INC $175M
TWO SIGMA INVESTMENTS, LP $173M
BlackRock, Inc. $167M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.