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Independent Bank Corp
IBCP

146 hedge funds and large institutions have $396M invested in Independent Bank Corp in 2018 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

1% more funds holding

Funds holding: 144 → 146 (+2)

0.37% more ownership

Funds ownership: 78.67% → 79.04% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 50

12% less capital invested

Capital invested by funds: $449M → $396M (-$53.5M)

93% less call options, than puts

Call options by funds: $275K | Put options by funds: $4.21M

Holders
146
Holders Change
+2
Holders Change %
+1.39%
% of All Funds
3.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
49
Reduced
50
Closed
20
Calls
$275K
Puts
$4.21M
Net Calls
-$3.94M
Net Calls Change
+$11.4M

Top Buyers

Rank Fund Capital Flow
1
PCA
PL Capital Advisors
Florida
+$10.6M
2
BlackRock
BlackRock
New York
+$8.69M
3
ACA
Ackerman Capital Advisors
Texas
+$4.94M
4
FCM
FJ Capital Management
Virginia
+$4.06M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$2.75M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.68M
2
Man Group
Man Group
United Kingdom
-$4.56M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$3.78M
4
Deutsche Bank
Deutsche Bank
Germany
-$3.25M
5
State Street
State Street
Massachusetts
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
Boston Partners
26
Boston Partners
Massachusetts
$4.35M -$979K -43,481 -17%
FP
27
Foundry Partners
Minnesota
$4.29M -$1.79M -79,425 -28%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$4.14M +$647K +28,723 +17%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$3.98M +$882K +39,163 +26%
Invesco
30
Invesco
Georgia
$3.5M -$1.63M -72,283 -30%
AL
31
AJO LP
Pennsylvania
$3.36M -$855K -37,993 -19%
Parallax Volatility Advisers
32
Parallax Volatility Advisers
California
$3.25M +$1.75M +77,827 +102%
MAM
33
Martingale Asset Management
Massachusetts
$3.2M +$144K +6,375 +4%
CP
34
Clover Partners
Texas
$2.91M – – –
Bank of New York Mellon
35
Bank of New York Mellon
New York
$2.77M -$41.3K -1,834 -1%
TCIM
36
TIAA CREF Investment Management
New York
$2.33M +$315K +13,990 +14%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$2.26M +$391K +17,389 +19%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$1.99M +$107K +4,759 +5%
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$1.88M +$573K +25,441 +40%
WCM
40
Wedge Capital Management
North Carolina
$1.75M -$2.75K -122 -0.1%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$1.67M -$209K -9,279 -10%
Victory Capital Management
42
Victory Capital Management
Texas
$1.49M -$85.8K -3,810 -5%
First Trust Advisors
43
First Trust Advisors
Illinois
$1.45M -$62.6K -2,782 -4%
PPA
44
Parametric Portfolio Associates
Washington
$1.4M -$763K -33,890 -34%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$1.33M +$95.1K +4,223 +7%
Deutsche Bank
46
Deutsche Bank
Germany
$1.26M -$3.25M -144,548 -71%
SFM
47
Systematic Financial Management
New Jersey
$1.16M +$118K +5,230 +11%
OAM
48
Oxford Asset Management
United Kingdom
$1.11M +$314K +13,968 +36%
Bessemer Group
49
Bessemer Group
New Jersey
$1.06M +$443K +19,700 +64%
PCM
50
Piermont Capital Management
Missouri
$1.05M +$49.5K +2,200 +5%
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IBCP Hedge Fund Activity: Q4 2018 in Review

146 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Corp (IBCP) for Q4 2018, worth a combined $396M — down 12% from $449M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBCP positions and 20 closed out — a net gain of 2 holders — while 49 added to existing stakes and 50 trimmed.

The largest buyer was PL Capital Advisors, adding an estimated $10.6M. The largest seller was Morgan Stanley, cutting an estimated $6.68M.

  • 146 institutional investors held Independent Bank Corp (IBCP) as of Q4 2018, up from 144 in Q3 2018.
  • Funds reported $396M of Independent Bank Corp stock for Q4 2018, down 12% quarter-over-quarter.
  • 22 funds opened new Independent Bank Corp positions in Q4 2018 and 20 closed out, a net change of +2 holders.
  • The largest Independent Bank Corp buyer in Q4 2018 was PL Capital Advisors, an estimated $10.6M added.
  • The largest Independent Bank Corp seller in Q4 2018 was Morgan Stanley, an estimated $6.68M sold.

Based on aggregated 13F filings for Q4 2018.