Horizon Bancorp
HBNC
99 hedge funds and large institutions have $278M invested in Horizon Bancorp in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
62% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 26
8% more capital invested
Capital invested by funds: $257M → $278M (+$21M)
8% more funds holding
Funds holding: 92 → 99 (+7)
5.07% more ownership
Funds ownership: 66.17% → 71.23% (+5.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$3.91M |
| 2 |
AR
Advisory Research
Chicago,
Illinois
|
+$3.38M |
| 3 |
State Street
Boston,
Massachusetts
|
+$2.4M |
| 4 |
BlackRock
New York
|
+$1.87M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.45M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$1.15M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$940K |
| 4 |
WSL
Western Standard LLC
Los Angeles,
California
|
-$805K |
| 5 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$652K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PI
101
Putnam Investments
Boston,
Massachusetts
| – | -$940K | -53,802 | Closed |
|
|
DBT
102
Dubuque Bank & Trust
Dubuque,
Iowa
| – | -$336K | -19,238 | Closed |
|
|
RJA
103
Raymond James & Associates
St Petersburg,
Florida
| – | -$317K | -18,150 | Closed |
|
104
JP Morgan Chase
New York
| – | -$184K | -10,518 | Closed |
|
|
KF
105
Krilogy Financial
St. Louis,
Missouri
| – | -$196K | -10,500 | Closed |
|
|
MCM
106
McKinley Capital Management
Anchorage,
Alaska
| – | -$15K | -840 | Closed |
|
HBNC Hedge Fund Activity: Q2 2017 in Review
99 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Horizon Bancorp (HBNC) for Q2 2017, worth a combined $278M — up 8.2% from $257M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new HBNC positions and 7 closed out — a net gain of 7 holders — while 42 added to existing stakes and 26 trimmed.
The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $3.91M. The largest seller was Wellington Management Group, cutting an estimated $1.45M.
- 99 institutional investors held Horizon Bancorp (HBNC) as of Q2 2017, up from 92 in Q1 2017.
- Funds reported $278M of Horizon Bancorp stock for Q2 2017, up 8.2% quarter-over-quarter.
- 14 funds opened new Horizon Bancorp positions in Q2 2017 and 7 closed out, a net change of +7 holders.
- The largest Horizon Bancorp buyer in Q2 2017 was Thrivent Financial for Lutherans, an estimated $3.91M added.
- The largest Horizon Bancorp seller in Q2 2017 was Wellington Management Group, an estimated $1.45M sold.
Based on aggregated 13F filings for Q2 2017.