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IBKC

IBERIABANK Corp
IBKC

Delisted

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

260 hedge funds and large institutions have $3.15B invested in IBERIABANK Corp in 2016 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 83 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

347% more call options, than puts

Call options by funds: $9.97M | Put options by funds: $2.23M

289% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 18

40% more capital invested

Capital invested by funds: $2.24B → $3.15B (+$904M)

24% more funds holding

Funds holding: 210260 (+50)

1% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 84

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
260
Holders Change
+50
Holders Change %
+23.81%
% of All Funds
6.5%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
70
Increased
83
Reduced
84
Closed
18
Calls
$9.97M
Puts
$2.23M
Net Calls
+$7.74M
Net Calls Change
+$3.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$31.8M -$4.95M -64,591 -15%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$31.6M +$5.15M +67,299 +22%
Loomis, Sayles & Company
28
Loomis, Sayles & Company
Massachusetts
$26.4M -$101K -1,324 -0.4%
Lord, Abbett & Co
29
Lord, Abbett & Co
New Jersey
$24.3M +$22.2M +290,453 New
Russell Investments Group
30
Russell Investments Group
United Kingdom
$22.5M +$20.5M +267,178 New
SCM
31
Sterling Capital Management
North Carolina
$22M
MFIMFI
32
Mesirow Financial Investment Management - Fixed Income
Illinois
$21.3M -$753K -9,835 -4%
EMFAT
33
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20.8M +$19M +248,588 New
SFM
34
Systematic Financial Management
New Jersey
$20.2M +$8.22M +107,330 +80%
DIA
35
Denver Investment Advisors
Colorado
$19.5M -$7.97M -104,056 -31%
PFC
36
Phocas Financial Corp
California
$19.3M -$18K -235 -0.1%
PWLP
37
Prio Wealth Limited Partnership
Massachusetts
$19M -$244K -3,190 -1%
PCM
38
Palisade Capital Management
New Jersey
$18.6M -$698K -9,112 -4%
Bank of America
39
Bank of America
North Carolina
$17.7M -$5.87M -76,724 -27%
TCIM
40
TIAA CREF Investment Management
New York
$17.6M +$435K +5,683 +3%
Charles Schwab
41
Charles Schwab
California
$16.6M +$2.28M +29,762 +18%
BFC
42
Banc Funds Company
Illinois
$16M +$766K +10,000 +6%
KCM
43
Kennedy Capital Management
Missouri
$15.9M +$3.07M +40,161 +27%
BIM
44
BlackRock Investment Management
Delaware
$15.5M +$510K +6,667 +4%
SBH
45
Segall Bryant & Hamill
Illinois
$15.4M +$9M +117,539 +176%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$14.8M +$3.91M +51,074 +40%
Federated Hermes
47
Federated Hermes
Pennsylvania
$14.5M +$2.39M +31,240 +22%
EA
48
Emerald Advisers
Pennsylvania
$14.3M +$13.1M +171,282 New
Citadel Advisors
49
Citadel Advisors
Florida
$13.9M +$9.24M +120,726 +269%
BA
50
BlackRock Advisors
Delaware
$13.8M -$2.44M -31,890 -16%

IBKC Hedge Fund Activity: Q4 2016 in Review

260 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in IBERIABANK Corp (IBKC) for Q4 2016, worth a combined $3.15B — up 40% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IBKC positions and 18 closed out — a net gain of 52 holders — while 83 added to existing stakes and 84 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $45.8M. The largest seller was Teachers Advisors, cutting an estimated $19.4M.

  • 260 institutional investors held IBERIABANK Corp (IBKC) as of Q4 2016, up from 210 in Q3 2016.
  • Funds reported $3.15B of IBERIABANK Corp stock for Q4 2016, up 40% quarter-over-quarter.
  • 70 funds opened new IBERIABANK Corp positions in Q4 2016 and 18 closed out, a net change of +52 holders.
  • The largest IBERIABANK Corp buyer in Q4 2016 was Wellington Management Group, an estimated $45.8M added.
  • The largest IBERIABANK Corp seller in Q4 2016 was Teachers Advisors, an estimated $19.4M sold.

Based on aggregated 13F filings for Q4 2016.