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IBKC

IBERIABANK Corp
IBKC

Delisted

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

229 hedge funds and large institutions have $2.02B invested in IBERIABANK Corp in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 81 increasing their positions, 81 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $634K | Put options by funds: $360K

23% more capital invested

Capital invested by funds: $1.65B → $2.02B (+$372M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

0% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 81

6% less funds holding

Funds holding: 244229 (-15)

30% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 46

Holders
229
Holders Change
-15
Holders Change %
-6.15%
% of All Funds
4.7%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
32
Increased
81
Reduced
81
Closed
46
Calls
$634K
Puts
$360K
Net Calls
+$274K
Net Calls Change
-$478K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
201
Lazard Asset Management
New York
$37K -$11.9K -288 -26%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$26K +$24.5K +594 New
AW
203
Avion Wealth
Texas
$24K
CHC
204
City Holding Co
West Virginia
$23K
IA
205
IFP Advisors
Florida
$23K +$1.36K +33 +7%
LC
206
Lindbrook Capital
California
$23K +$4.71K +114 +29%
Federated Hermes
207
Federated Hermes
Pennsylvania
$22K -$1.28K -31 -6%
CFA
208
Carroll Financial Associates
North Carolina
$21K -$15.4K -372 -44%
PP
209
PrairieView Partners
Minnesota
$13K
SPIA
210
Steward Partners Investment Advisory
New York
$12K +$124 +3 +1%
MFT
211
Moisand Fitzgerald Tamayo
Florida
$11K
CAW
212
Cornerstone Advisors (Washington)
Washington
$11K +$3.14K +76 +47%
FANJ
213
Financial Architects (New Jersey)
New Jersey
$9K
AA
214
AlphaMark Advisors
Kentucky
$9K +$8.26K +200 New
QCG
215
Quadrant Capital Group
Ohio
$6K -$20.5K -495 -80%
PA
216
Parallel Advisors
California
$5K +$1.36K +33 +34%
NIT
217
NumerixS Investment Technologies
British Columbia, Canada
$5K +$4.13K +100 New
GWS
218
Glassman Wealth Services
Virginia
$5K +$4.17K +101 +2,020%
PA
219
Procyon Advisors
Connecticut
$4K
ABC
220
Associated Banc-Corp
Wisconsin
$3K +$2.6K +63 New
VCM
221
Versant Capital Management
Arizona
$3K +$2.73K +66 +471%
APA
222
American Portfolios Advisors
New York
$2.73K
RA
223
Royce & Associates
New York
$2K -$62.3K -1,507 -97%
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$2K -$1.82K -44 -48%
SWM
225
Sugarloaf Wealth Management
Georgia
$2K

IBKC Hedge Fund Activity: Q2 2020 in Review

229 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in IBERIABANK Corp (IBKC) for Q2 2020, worth a combined $2.02B — up 23% from $1.65B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of IBKC and 32 opened new positions — a net loss of 14 holders — while 81 trimmed existing stakes and 81 added.

The largest buyer was Water Island Capital, opening a new position worth an estimated $18.4M. The largest seller was Wellington Management Group, cutting an estimated $31.4M.

  • 229 institutional investors held IBERIABANK Corp (IBKC) as of Q2 2020, down from 244 in Q1 2020.
  • Funds reported $2.02B of IBERIABANK Corp stock for Q2 2020, up 23% quarter-over-quarter.
  • 32 funds opened new IBERIABANK Corp positions in Q2 2020 and 46 closed out, a net change of -14 holders.
  • The largest IBERIABANK Corp buyer in Q2 2020 was Water Island Capital, an estimated $18.4M added.
  • The largest IBERIABANK Corp seller in Q2 2020 was Wellington Management Group, an estimated $31.4M sold.

Based on aggregated 13F filings for Q2 2020.