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IBKC

IBERIABANK Corp
IBKC

Delisted

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

164 hedge funds and large institutions have $1.61B invested in IBERIABANK Corp in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 64 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

19% more capital invested

Capital invested by funds: $1.35B → $1.61B (+$263M)

3% more funds holding

Funds holding: 159164 (+5)

13% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 64

49% less call options, than puts

Call options by funds: $233K | Put options by funds: $453K

Holders
164
Holders Change
+5
Holders Change %
+3.14%
% of All Funds
4.76%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.09%
New
14
Increased
56
Reduced
64
Closed
9
Calls
$233K
Puts
$453K
Net Calls
-$220K
Net Calls Change
-$400K
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
Cortina Asset Management
Wisconsin
$23.1M -$618K -10,389 -3%
FMA
27
Fiduciary Management Associates
Illinois
$22.6M -$286K -4,810 -1%
ClearBridge Investments
28
ClearBridge Investments
New York
$19.1M +$879K +14,774 +5%
Loomis, Sayles & Company
29
Loomis, Sayles & Company
Massachusetts
$17.8M -$63.4K -1,065 -0.4%
Norges Bank
30
Norges Bank
Norway
$17.7M
Bank of New York Mellon
31
Bank of New York Mellon
New York
$16.8M +$206K +3,464 +1%
PWLP
32
Prio Wealth Limited Partnership
Massachusetts
$14.5M +$424K +7,120 +3%
WRF
33
Waddell & Reed Financial
Kansas
$14.4M +$13.6M +228,500 New
SM
34
Stratton Management
Pennsylvania
$14.2M
RFC
35
Russell Frank Company
Washington
$13.8M -$6.04M -101,415 -31%
LI
36
LMCG Investments
Massachusetts
$13.2M -$8.97M -150,768 -42%
Citadel Advisors
37
Citadel Advisors
Florida
$12M -$8.79M -147,634 -44%
PCM
38
Palisade Capital Management
New Jersey
$11.9M +$444K +7,468 +4%
MAA
39
Managed Account Advisors
New Jersey
$10.7M +$62.3K +1,046 +0.6%
Geode Capital Management
40
Geode Capital Management
Massachusetts
$10.4M +$1.04M +17,455 +12%
SFM
41
Systematic Financial Management
New Jersey
$10M +$5.13M +86,150 +118%
SBH
42
Segall Bryant & Hamill
Illinois
$9.57M -$754K -12,670 -8%
TCIM
43
TIAA CREF Investment Management
New York
$9.23M -$186K -3,122 -2%
Ameriprise
44
Ameriprise
Minnesota
$9.01M -$50.9K -856 -0.6%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$8.49M +$4.39M +73,675 +120%
BFC
46
Banc Funds Company
Illinois
$8.23M
UOC
47
UBS O'Connor
Illinois
$7.94M +$7.52M +126,360 New
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$7.43M +$2.5M +42,015 +56%
SGCIA
49
Smith Graham & Co Investment Advisors
Texas
$6.85M -$16.7K -280 -0.3%
BIM
50
BlackRock Investment Management
Delaware
$6.3M -$185K -3,103 -3%

IBKC Hedge Fund Activity: Q4 2013 in Review

164 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in IBERIABANK Corp (IBKC) for Q4 2013, worth a combined $1.61B — up 19% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBKC positions and 9 closed out — a net gain of 5 holders — while 56 added to existing stakes and 64 trimmed.

The largest buyer was Waddell & Reed Financial, opening a new position worth an estimated $13.6M. The largest seller was Fidelity Investments, exiting entirely with an estimated $10.8M sold.

  • 164 institutional investors held IBERIABANK Corp (IBKC) as of Q4 2013, up from 159 in Q3 2013.
  • Funds reported $1.61B of IBERIABANK Corp stock for Q4 2013, up 19% quarter-over-quarter.
  • 14 funds opened new IBERIABANK Corp positions in Q4 2013 and 9 closed out, a net change of +5 holders.
  • The largest IBERIABANK Corp buyer in Q4 2013 was Waddell & Reed Financial, an estimated $13.6M added.
  • The largest IBERIABANK Corp seller in Q4 2013 was Fidelity Investments, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2013.