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Independent Bank Corp

85 hedge funds and large institutions have $225M invested in Independent Bank Corp in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

539% more call options, than puts

Call options by funds: $294K | Put options by funds: $46K

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

12% more capital invested

Capital invested by funds: $201M → $225M (+$23.9M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 8985 (-4)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
85
Holders Change
-4
Holders Change %
-4.49%
% of All Funds
2.27%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
32
Reduced
24
Closed
8
Calls
$294K
Puts
$46K
Net Calls
+$248K
Net Calls Change
-$105K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1
Maltese Capital Management
New York
$20.2M +$3.05M +250,500 +19%
EC
2
EJF Capital
Virginia
$17.9M +$2.33M +190,925 +16%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$17.2M
BCM
4
Basswood Capital Management
New York
$14.6M +$818K +67,141 +6%
PCA
5
PL Capital Advisors
Florida
$14.1M +$968K +79,465 +8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$13.7M -$499K -41,000 -4%
ECA
7
Endeavour Capital Advisors
Connecticut
$10.9M -$1.92M -157,448 -16%
Ameriprise
8
Ameriprise
Minnesota
$9.52M -$144K -11,840 -2%
Vanguard Group
9
Vanguard Group
Pennsylvania
$8.41M +$244K +20,064 +3%
EAM
10
Eagle Asset Management
Florida
$7.1M +$1.49M +122,440 +29%
BFA
11
BlackRock Fund Advisors
California
$6.62M
BIT
12
BlackRock Institutional Trust
California
$6.59M -$40.8K -3,351 -0.7%
SCA
13
Stieven Capital Advisors
Missouri
$6.37M +$116K +9,500 +2%
EPCA
14
Elizabeth Park Capital Advisors
Ohio
$5.25M +$79.5K +6,527 +2%
BCM
15
Bridgeway Capital Management
Texas
$4.6M +$1.37M +112,400 +47%
Renaissance Technologies
16
Renaissance Technologies
New York
$4.19M +$398K +32,666 +11%
JAM
17
Jacobs Asset Management
New York
$4.18M
FCM
18
FJ Capital Management
Virginia
$3.74M
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$3.48M
BFC
20
Banc Funds Company
Illinois
$3.38M
RFC
21
Russell Frank Company
Washington
$3.07M +$2.11M +173,460 +288%
Northern Trust
22
Northern Trust
Illinois
$2.92M -$164K -13,454 -6%
State Street
23
State Street
Massachusetts
$2.92M +$98.6K +8,098 +4%
KCM
24
Kennedy Capital Management
Missouri
$2.6M -$3.65K -300 -0.2%
DRZID
25
DePrince Race & Zollo Inc (DRZ)
Florida
$2.5M +$2.33M +191,328 New

IBCP Hedge Fund Activity: Q4 2014 in Review

85 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Corp (IBCP) for Q4 2014, worth a combined $225M — up 12% from $201M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of IBCP and 5 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 32 added.

The largest buyer was Maltese Capital Management, adding an estimated $3.05M. The largest seller was Northpointe Capital, exiting entirely with an estimated $6.47M sold.

  • 85 institutional investors held Independent Bank Corp (IBCP) as of Q4 2014, down from 89 in Q3 2014.
  • Funds reported $225M of Independent Bank Corp stock for Q4 2014, up 12% quarter-over-quarter.
  • 5 funds opened new Independent Bank Corp positions in Q4 2014 and 8 closed out, a net change of -3 holders.
  • The largest Independent Bank Corp buyer in Q4 2014 was Maltese Capital Management, an estimated $3.05M added.
  • The largest Independent Bank Corp seller in Q4 2014 was Northpointe Capital, an estimated $6.47M sold.

Based on aggregated 13F filings for Q4 2014.