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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
Morgan Stanley
51
Morgan Stanley
New York
$13.7M +$4.3M +56,149 +52%
MCM
52
Maltese Capital Management
New York
$13.4M +$12.2M +159,600 New
BGIM
53
Brandywine Global Investment Management
Pennsylvania
$11.1M +$465K +6,080 +5%
NFA
54
Nationwide Fund Advisors
Ohio
$11M -$475K -6,209 -5%
IMOV
55
Investment Management of Virginia
Virginia
$10.2M -$494K -6,451 -5%
AC
56
Ascend Capital
California
$10.1M -$10.4M -135,579 -53%
Prudential Financial
57
Prudential Financial
New Jersey
$9.77M -$5.63M -73,518 -39%
TAM
58
Tiverton Asset Management
Delaware
$9.72M
HRCM
59
Hood River Capital Management
Florida
$9.65M +$8.82M +115,209 New
TA
60
Teachers Advisors
New York
$9.1M -$19.4M -253,035 -70%
JAM
61
Jacobs Asset Management
New York
$9M +$5.74M +75,000 +231%
American Century Companies
62
American Century Companies
Missouri
$8.9M +$1.03M +13,422 +14%
Credit Agricole
63
Credit Agricole
France
$8.79M -$2.3M -30,000 -22%
MCA
64
Mendon Capital Advisors
Florida
$8.38M +$7.66M +100,000 New
SGCIA
65
Smith Graham & Co Investment Advisors
Texas
$7.99M +$701K +9,150 +11%
QI
66
QS Investors
New York
$7.89M -$2.5M -32,592 -26%
Ameriprise
67
Ameriprise
Minnesota
$7.84M +$1.09M +14,259 +18%
CC
68
Carlson Capital
Texas
$7.84M +$7.17M +93,595 New
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$7.68M +$375K +4,900 +6%
First Trust Advisors
70
First Trust Advisors
Illinois
$7.29M +$2.45M +31,946 +58%
CS
71
Credit Suisse
Switzerland
$7.29M +$2.64M +34,487 +66%
HAI
72
Hennessy Advisors Inc
California
$7.12M +$6.51M +85,000 New
PPA
73
Parametric Portfolio Associates
Washington
$6.92M +$694K +9,071 +12%
GC
74
Guggenheim Capital
Illinois
$6.91M +$1.45M +18,898 +30%
LSV Asset Management
75
LSV Asset Management
Illinois
$6.8M +$2M +26,113 +47%

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.