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Independent Bank Corp

131 hedge funds and large institutions have $434M invested in Independent Bank Corp in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1% less funds holding

Funds holding: 132131 (-1)

0.91% less ownership

Funds ownership: 82.79%81.87% (-0.91%)

3% less capital invested

Capital invested by funds: $449M → $434M (-$15M)

6% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 50

Holders
131
Holders Change
-1
Holders Change %
-0.76%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
47
Reduced
50
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$71.4M -$2.67M -107,483 -4%
FCM
2
FJ Capital Management
Virginia
$39M +$6.24M +250,769 +19%
Vanguard Group
3
Vanguard Group
Pennsylvania
$27.4M +$320K +12,851 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$24.7M -$66.2K -2,661 -0.3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$23.1M +$3.18M +128,058 +16%
State Street
6
State Street
Massachusetts
$16.1M +$873K +35,098 +6%
Renaissance Technologies
7
Renaissance Technologies
New York
$14.6M -$117K -4,700 -0.8%
LSV Asset Management
8
LSV Asset Management
Illinois
$13.3M -$286K -11,500 -2%
JP Morgan Chase
9
JP Morgan Chase
New York
$12M +$299K +12,033 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$11.9M +$257K +10,335 +2%
ACM
11
Ategra Capital Management
Virginia
$11M -$4.7K -189 -0%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.7M -$346K -13,898 -3%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$10.5M +$365K +14,669 +4%
American Century Companies
14
American Century Companies
Missouri
$9.02M +$1.83M +73,706 +26%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$8.4M +$2.82M +113,408 +52%
PCA
16
PL Capital Advisors
Florida
$8.09M -$249K -10,000 -3%
Principal Financial Group
17
Principal Financial Group
Iowa
$6.85M +$745K +29,977 +12%
N
18
Nuveen
North Carolina
$6.65M -$495K -19,901 -7%
Goldman Sachs
19
Goldman Sachs
New York
$6.37M -$94.8K -3,811 -1%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$6.06M -$2.21M -88,700 -27%
FP
21
Foundry Partners
Minnesota
$5.36M -$23.9K -960 -0.5%
Northern Trust
22
Northern Trust
Illinois
$5.36M -$326K -13,124 -6%
Morgan Stanley
23
Morgan Stanley
New York
$5.16M -$6.07M -244,098 -55%
Ameriprise
24
Ameriprise
Minnesota
$5.05M -$361K -14,503 -7%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$4.61M +$202K +8,141 +5%

IBCP Hedge Fund Activity: Q1 2024 in Review

131 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Corp (IBCP) for Q1 2024, worth a combined $434M — down 3.3% from $449M a quarter earlier.

Fund positioning in IBCP was balanced in Q1 2024: 15 funds opened new positions, 15 closed out, 47 added to existing stakes and 50 trimmed.

The largest buyer was FJ Capital Management, adding an estimated $6.24M. The largest seller was Morgan Stanley, cutting an estimated $6.07M.

  • 131 institutional investors held Independent Bank Corp (IBCP) as of Q1 2024, down from 132 in Q4 2023.
  • Funds reported $434M of Independent Bank Corp stock for Q1 2024, down 3.3% quarter-over-quarter.
  • 15 funds opened new Independent Bank Corp positions in Q1 2024 and 15 closed out, a net change of 0 holders.
  • The largest Independent Bank Corp buyer in Q1 2024 was FJ Capital Management, an estimated $6.24M added.
  • The largest Independent Bank Corp seller in Q1 2024 was Morgan Stanley, an estimated $6.07M sold.

Based on aggregated 13F filings for Q1 2024.