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Independent Bank Corp

113 hedge funds and large institutions have $375M invested in Independent Bank Corp in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

6% more capital invested

Capital invested by funds: $355M → $375M (+$20.2M)

1% more funds holding

Funds holding: 112113 (+1)

0.46% more ownership

Funds ownership: 80.45%80.91% (+0.46%)

12% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 43

Holders
113
Holders Change
+1
Holders Change %
+0.89%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
11
Increased
38
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kennedy Capital Management
Missouri
$3.98M -$120K -5,664 -3%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$3.78M +$81.6K +3,857 +2%
RCAMU
28
Rothschild & Co Asset Management US
Connecticut
$3.58M +$1.51M +71,188 +76%
Boston Partners
29
Boston Partners
Massachusetts
$3.49M +$402K +19,000 +13%
Invesco
30
Invesco
Georgia
$3.48M -$689K -32,567 -17%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$3.29M +$282K +13,313 +10%
MAM
32
Martingale Asset Management
Massachusetts
$2.81M +$620K +29,307 +29%
SCA
33
Stieven Capital Advisors
Missouri
$2.79M -$4.23K -200 -0.2%
Wells Fargo
34
Wells Fargo
California
$2.58M +$295K +13,951 +13%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$2.34M +$1.04M +49,160 +84%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$2.15M +$1.38M +65,176 +192%
WCM
37
Wedge Capital Management
North Carolina
$1.87M -$86.9K -4,110 -5%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$1.86M +$59.2K +2,800 +3%
CEP
39
Chicago Equity Partners
Illinois
$1.75M -$5.71K -270 -0.3%
Victory Capital Management
40
Victory Capital Management
Texas
$1.65M +$83.8K +3,960 +6%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$1.42M -$6.35K -300 -0.5%
MCM
42
McKinley Capital Management
Alaska
$1.34M +$1.3M +61,511 New
NFA
43
Nationwide Fund Advisors
Ohio
$1.32M +$163K +7,693 +15%
TCIM
44
TIAA CREF Investment Management
New York
$1.26M -$747K -35,319 -38%
Bank of America
45
Bank of America
North Carolina
$1.2M -$28K -1,325 -2%
Deutsche Bank
46
Deutsche Bank
Germany
$1.1M -$155K -7,329 -13%
First Trust Advisors
47
First Trust Advisors
Illinois
$1.1M -$132K -6,263 -11%
Charles Schwab
48
Charles Schwab
California
$1.09M
PH
49
Pinnacle Holdings
Oklahoma
$1.09M +$21 +1 +0%
EMFAT
50
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.09M

IBCP Hedge Fund Activity: Q2 2017 in Review

113 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Corp (IBCP) for Q2 2017, worth a combined $375M — up 5.7% from $355M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBCP positions and 10 closed out — a net gain of 1 holder — while 38 added to existing stakes and 43 trimmed.

The largest buyer was State Street, adding an estimated $3.19M. The largest seller was Basswood Capital Management, cutting an estimated $13M.

  • 113 institutional investors held Independent Bank Corp (IBCP) as of Q2 2017, up from 112 in Q1 2017.
  • Funds reported $375M of Independent Bank Corp stock for Q2 2017, up 5.7% quarter-over-quarter.
  • 11 funds opened new Independent Bank Corp positions in Q2 2017 and 10 closed out, a net change of +1 holder.
  • The largest Independent Bank Corp buyer in Q2 2017 was State Street, an estimated $3.19M added.
  • The largest Independent Bank Corp seller in Q2 2017 was Basswood Capital Management, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2017.