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IBKC

IBERIABANK Corp
IBKC

Delisted

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

240 hedge funds and large institutions have $3.51B invested in IBERIABANK Corp in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 98 increasing their positions, 68 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

407% more call options, than puts

Call options by funds: $5.3M | Put options by funds: $1.04M

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

44% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 68

12% more capital invested

Capital invested by funds: $3.15B → $3.51B (+$364M)

8% less funds holding

Funds holding: 260240 (-20)

28% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 47

Holders
240
Holders Change
-20
Holders Change %
-7.69%
% of All Funds
5.97%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
34
Increased
98
Reduced
68
Closed
47
Calls
$5.3M
Puts
$1.04M
Net Calls
+$4.25M
Net Calls Change
-$3.48M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
26
Foresters Investment Management
New York
$32.8M +$34M +415,000 New
Principal Financial Group
27
Principal Financial Group
Iowa
$32.8M +$2.09M +25,534 +7%
SFM
28
Systematic Financial Management
New Jersey
$32.7M +$14.1M +172,060 +71%
O
29
OppenheimerFunds
New York
$31.7M +$1.47M +17,905 +5%
KTA
30
Keeley-Teton Advisors
Illinois
$30.9M +$32M +390,691 New
Wells Fargo
31
Wells Fargo
California
$30.8M +$781K +9,526 +3%
ACM
32
Atlanta Capital Management
Georgia
$30.1M -$4.11M -50,201 -12%
MCA
33
Mendon Capital Advisors
Florida
$28.3M +$21.2M +258,300 +258%
Renaissance Technologies
34
Renaissance Technologies
New York
$23.7M +$21.2M +258,600 +632%
Two Sigma Investments
35
Two Sigma Investments
New York
$23.6M +$23.9M +292,135 +5,158%
KCM
36
Kennedy Capital Management
Missouri
$22.3M +$7.54M +92,042 +48%
Federated Hermes
37
Federated Hermes
Pennsylvania
$22.2M +$8.77M +106,952 +62%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$21.6M +$431K +5,256 +2%
SCM
39
Sterling Capital Management
North Carolina
$20.8M
TCIM
40
TIAA CREF Investment Management
New York
$20.4M +$3.91M +47,710 +23%
Loomis, Sayles & Company
41
Loomis, Sayles & Company
Massachusetts
$20M -$5.13M -62,614 -20%
Charles Schwab
42
Charles Schwab
California
$19.1M +$3.54M +43,190 +22%
MFIMFI
43
Mesirow Financial Investment Management - Fixed Income
Illinois
$18.2M -$1.99M -24,265 -10%
PWLP
44
Prio Wealth Limited Partnership
Massachusetts
$17.7M -$246K -3,004 -1%
PCM
45
Palisade Capital Management
New Jersey
$17.3M -$223K -2,724 -1%
Bank of America
46
Bank of America
North Carolina
$17.2M +$525K +6,409 +3%
DIA
47
Denver Investment Advisors
Colorado
$17.1M -$1.35M -16,456 -7%
William Blair & Company
48
William Blair & Company
Illinois
$16.9M +$17.2M +209,933 +5,437%
MCM
49
Maltese Capital Management
New York
$16.6M +$4.13M +50,400 +32%
BFC
50
Banc Funds Company
Illinois
$16.3M +$1.31M +16,000 +8%

IBKC Hedge Fund Activity: Q1 2017 in Review

240 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in IBERIABANK Corp (IBKC) for Q1 2017, worth a combined $3.51B — up 12% from $3.15B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of IBKC and 34 opened new positions — a net loss of 13 holders — while 68 trimmed existing stakes and 98 added.

The largest buyer was BlackRock, adding an estimated $284M. The largest seller was Wellington Management Group, cutting an estimated $52.3M.

  • 240 institutional investors held IBERIABANK Corp (IBKC) as of Q1 2017, down from 260 in Q4 2016.
  • Funds reported $3.51B of IBERIABANK Corp stock for Q1 2017, up 12% quarter-over-quarter.
  • 34 funds opened new IBERIABANK Corp positions in Q1 2017 and 47 closed out, a net change of -13 holders.
  • The largest IBERIABANK Corp buyer in Q1 2017 was BlackRock, an estimated $284M added.
  • The largest IBERIABANK Corp seller in Q1 2017 was Wellington Management Group, an estimated $52.3M sold.

Based on aggregated 13F filings for Q1 2017.