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IBKC

IBERIABANK Corp
IBKC

Delisted

IBKC was delisted on the 1st of July, 2020.

257 hedge funds and large institutions have $3.62B invested in IBERIABANK Corp in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 96 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $3.36M | Put options by funds: $2.15M

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

3% more funds holding

Funds holding: 250257 (+7)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2% less capital invested

Capital invested by funds: $3.68B → $3.62B (-$58.2M)

14% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 96

Holders
257
Holders Change
+7
Holders Change %
+2.8%
% of All Funds
5.89%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
33
Increased
83
Reduced
96
Closed
24
Calls
$3.36M
Puts
$2.15M
Net Calls
+$1.21M
Net Calls Change
+$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
S
226
SignatureFD
Georgia
$38K +$40.2K +491 New
LTFS
227
Ladenburg Thalmann Financial Services
Florida
$34K +$4.59K +56 +15%
AssetMark Inc
228
AssetMark Inc
California
$31K
SWP
229
Stratos Wealth Partners
Ohio
$29K +$5.74K +70 +23%
EARNEST Partners
230
EARNEST Partners
Georgia
$27K
AIS
231
AlphaOne Investment Services
Pennsylvania
$23K
Nisa Investment Advisors
232
Nisa Investment Advisors
Missouri
$21K -$2.05K -25 -8%
Citigroup
233
Citigroup
New York
$20K -$23.4K -285 -52%
MFT
234
Moisand Fitzgerald Tamayo
Florida
$18K
APP
235
Avantax Planning Partners
Iowa
$18K +$20.1K +245 New
CFA
236
Carroll Financial Associates
North Carolina
$17K
FHA
237
First Horizon Advisors
Tennessee
$15K
MYIA
238
Mount Yale Investment Advisors
Colorado
$15K +$15.9K +194 New
Envestnet Asset Management
239
Envestnet Asset Management
Illinois
$12K -$67.8K -827 -84%
MA
240
MUFG Americas
New York
$11K -$3.28K -40 -22%
CIBC Private Wealth Group
241
CIBC Private Wealth Group
Georgia
$11K
SLF
242
Sun Life Financial
Ontario, Canada
$10.2K -$771K -9,415 -92%
VFA
243
Valeo Financial Advisors
Indiana
$10K +$10.2K +125 New
TL
244
TrueWealth LLC
Georgia
$9K
CAPTRUST Financial Advisors
245
CAPTRUST Financial Advisors
North Carolina
$8K
WWMSC
246
Wagner Wealth Management (South Carolina)
South Carolina
$8K +$492 +6 +6%
ASN
247
Advisory Services Network
Georgia
$7K
CHP
248
Cable Hill Partners
Oregon
$6K
AIL
249
AGF Investments LLC
Ontario, Canada
$5K
Parallax Volatility Advisers
250
Parallax Volatility Advisers
California
$4K -$626K -7,641 -99%

IBKC Hedge Fund Activity: Q1 2018 in Review

257 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in IBERIABANK Corp (IBKC) for Q1 2018, worth a combined $3.62B — down 1.6% from $3.68B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IBKC positions and 24 closed out — a net gain of 9 holders — while 83 added to existing stakes and 96 trimmed.

The largest buyer was Wells Fargo, adding an estimated $34.5M. The largest seller was EJF Capital, exiting entirely with an estimated $43.1M sold.

  • 257 institutional investors held IBERIABANK Corp (IBKC) as of Q1 2018, up from 250 in Q4 2017.
  • Funds reported $3.62B of IBERIABANK Corp stock for Q1 2018, down 1.6% quarter-over-quarter.
  • 33 funds opened new IBERIABANK Corp positions in Q1 2018 and 24 closed out, a net change of +9 holders.
  • The largest IBERIABANK Corp buyer in Q1 2018 was Wells Fargo, an estimated $34.5M added.
  • The largest IBERIABANK Corp seller in Q1 2018 was EJF Capital, an estimated $43.1M sold.

Based on aggregated 13F filings for Q1 2018.