We are live on ! Find out more
IBCP icon

Independent Bank Corp

128 hedge funds and large institutions have $300M invested in Independent Bank Corp in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $30K | Put options by funds: $18K

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

6% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 50

2% less funds holding

Funds holding: 130128 (-2)

2.72% less ownership

Funds ownership: 82.66%79.95% (-2.7%)

24% less capital invested

Capital invested by funds: $396M → $300M (-$96.2M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
128
Holders Change
-2
Holders Change %
-1.54%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
47
Reduced
50
Closed
13
Calls
$30K
Puts
$18K
Net Calls
+$12K
Net Calls Change
-$57K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$51.8M -$2.88M -133,289 -4%
FCM
2
FJ Capital Management
Virginia
$22.9M -$908K -42,003 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$18.4M +$112K +5,176 +0.5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$16M +$1.04M +48,083 +6%
State Street
5
State Street
Massachusetts
$12.1M +$2.03M +93,938 +16%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$11.9M +$565K +26,157 +4%
Renaissance Technologies
7
Renaissance Technologies
New York
$11M +$998K +46,200 +8%
LSV Asset Management
8
LSV Asset Management
Illinois
$10.3M -$999K -46,230 -7%
JP Morgan Chase
9
JP Morgan Chase
New York
$9.23M +$322K +14,922 +3%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.33M -$218K -10,077 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$7.16M +$128K +5,902 +1%
PCA
12
PL Capital Advisors
Florida
$6.4M
ACM
13
Ategra Capital Management
Virginia
$6.24M +$695K +32,143 +10%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$5.87M +$857K +39,650 +14%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$5.44M +$67.3K +3,115 +1%
Goldman Sachs
16
Goldman Sachs
New York
$5.25M +$655K +30,310 +11%
Ameriprise
17
Ameriprise
Minnesota
$4.63M +$494K +22,865 +10%
Principal Financial Group
18
Principal Financial Group
Iowa
$4.41M +$114K +5,294 +2%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$4.2M +$617K +28,552 +14%
Northern Trust
20
Northern Trust
Illinois
$4.03M -$118K -5,451 -2%
FP
21
Foundry Partners
Minnesota
$3.93M -$22.3K -1,030 -0.5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$3.67M -$53.1K -2,457 -1%
N
23
Nuveen
North Carolina
$3.52M +$348K +16,104 +9%
American Century Companies
24
American Century Companies
Missouri
$3.44M +$635K +29,395 +18%
Millennium Management
25
Millennium Management
New York
$3.07M -$1.45M -66,965 -28%

IBCP Hedge Fund Activity: Q1 2023 in Review

128 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Corp (IBCP) for Q1 2023, worth a combined $300M — down 24% from $396M a quarter earlier.

Fund positioning in IBCP was balanced in Q1 2023: 13 funds opened new positions, 13 closed out, 47 added to existing stakes and 50 trimmed.

The largest buyer was State Street, adding an estimated $2.03M. The largest seller was Invesco, cutting an estimated $4.65M.

  • 128 institutional investors held Independent Bank Corp (IBCP) as of Q1 2023, down from 130 in Q4 2022.
  • Funds reported $300M of Independent Bank Corp stock for Q1 2023, down 24% quarter-over-quarter.
  • 13 funds opened new Independent Bank Corp positions in Q1 2023 and 13 closed out, a net change of 0 holders.
  • The largest Independent Bank Corp buyer in Q1 2023 was State Street, an estimated $2.03M added.
  • The largest Independent Bank Corp seller in Q1 2023 was Invesco, an estimated $4.65M sold.

Based on aggregated 13F filings for Q1 2023.