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Independent Bank Corp

73 hedge funds and large institutions have $179M invested in Independent Bank Corp in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,467% more call options, than puts

Call options by funds: $154K | Put options by funds: $6K

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

34% more capital invested

Capital invested by funds: $133M → $179M (+$45.6M)

7% more funds holding

Funds holding: 6873 (+5)

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
30
Reduced
16
Closed
12
Calls
$154K
Puts
$6K
Net Calls
+$148K
Net Calls Change
-$202K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$20.8M +$14K +1,300 +0.1%
Ameriprise
2
Ameriprise
Minnesota
$14.1M +$2.93M +273,430 +30%
MCM
3
Maltese Capital Management
New York
$13.8M -$2.39M -222,500 -16%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$13.6M +$4.96M +462,266 +69%
BCM
5
Basswood Capital Management
New York
$13.4M +$2.16M +200,856 +22%
EC
6
EJF Capital
Virginia
$12.3M
NC
7
Northpointe Capital
Michigan
$7.27M +$800K +74,552 +14%
SCA
8
Stieven Capital Advisors
Missouri
$5.87M +$308K +28,737 +6%
Renaissance Technologies
9
Renaissance Technologies
New York
$5.41M +$1.65M +153,900 +52%
Vanguard Group
10
Vanguard Group
Pennsylvania
$4.81M +$121K +11,301 +3%
ECA
11
Endeavour Capital Advisors
Connecticut
$4.73M -$705K -65,697 -14%
FCM
12
FJ Capital Management
Virginia
$4.54M +$4.06M +377,900 New
BFC
13
Banc Funds Company
Illinois
$4.44M -$53.7K -5,000 -1%
BIT
14
BlackRock Institutional Trust
California
$4.29M -$242K -22,505 -6%
JAM
15
Jacobs Asset Management
New York
$3.84M
CCM
16
Castine Capital Management
Massachusetts
$3.42M
HAI
17
Hennessy Advisors Inc
California
$3.3M +$1.49M +138,815 +102%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$3.25M -$228K -21,235 -7%
BCM
19
Bridgeway Capital Management
Texas
$3.06M +$687K +64,000 +34%
KCM
20
Kennedy Capital Management
Missouri
$2.46M -$45.3K -4,221 -2%
EPCA
21
Elizabeth Park Capital Advisors
Ohio
$2.25M +$2.01M +187,447 New
ERSOT
22
Employees Retirement System of Texas
Texas
$2.1M +$1.88M +175,000 New
TI
23
Turner Investments
Pennsylvania
$1.86M -$143K -13,320 -8%
EI
24
EAM Investors
California
$1.84M +$1.65M +153,574 New
Deutsche Bank
25
Deutsche Bank
Germany
$1.62M +$901K +83,931 +165%

IBCP Hedge Fund Activity: Q4 2013 in Review

73 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Corp (IBCP) for Q4 2013, worth a combined $179M — up 34% from $133M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBCP positions and 12 closed out — a net gain of 6 holders — while 30 added to existing stakes and 16 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $4.96M. The largest seller was Maltese Capital Management, cutting an estimated $2.39M.

  • 73 institutional investors held Independent Bank Corp (IBCP) as of Q4 2013, up from 68 in Q3 2013.
  • Funds reported $179M of Independent Bank Corp stock for Q4 2013, up 34% quarter-over-quarter.
  • 18 funds opened new Independent Bank Corp positions in Q4 2013 and 12 closed out, a net change of +6 holders.
  • The largest Independent Bank Corp buyer in Q4 2013 was Fidelity Investments, an estimated $4.96M added.
  • The largest Independent Bank Corp seller in Q4 2013 was Maltese Capital Management, an estimated $2.39M sold.

Based on aggregated 13F filings for Q4 2013.