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IBKC

IBERIABANK Corp
IBKC

Delisted

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

159 hedge funds and large institutions have $1.35B invested in IBERIABANK Corp in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 74 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 48

36% more call options, than puts

Call options by funds: $680K | Put options by funds: $500K

0% less capital invested

Capital invested by funds: $1.35B → $1.35B (-$4.6M)

2% less funds holding

Funds holding: 163159 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
159
Holders Change
-4
Holders Change %
-2.45%
% of All Funds
5.16%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
74
Reduced
48
Closed
13
Calls
$680K
Puts
$500K
Net Calls
+$180K
Net Calls Change
+$330K
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$85.9M +$876K +15,758 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$79.9M +$1.49M +26,851 +2%
State Street
3
State Street
Massachusetts
$64M +$1.83M +32,831 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$48.8M +$6.98M +125,628 +15%
BFA
5
BlackRock Fund Advisors
California
$44.8M +$5.02M +90,319 +12%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$42.1M +$2.52M +45,400 +6%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$41.9M +$4.11M +74,000 +10%
KAM
8
Keeley Asset Management
Illinois
$41.9M +$1.46M +26,290 +3%
BIT
9
BlackRock Institutional Trust
California
$41.4M -$1.06M -19,121 -2%
GC
10
GW Capital
Washington
$37.5M -$2.24M -40,352 -5%
Northern Trust
11
Northern Trust
Illinois
$35.4M -$182K -3,275 -0.5%
JP Morgan Chase
12
JP Morgan Chase
New York
$35.3M +$412K +7,419 +1%
Wells Fargo
13
Wells Fargo
California
$34.5M -$1.71M -30,739 -4%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$33.7M +$36.1M +649,000 New
TSW
15
Thompson Siegel & Walmsley
Virginia
$30.1M -$940K -16,909 -3%
RIM
16
Ranger Investment Management
Texas
$29.6M +$8.7M +156,442 +38%
FHC
17
Forest Hill Capital
Arkansas
$28.8M +$7.71M +138,730 +33%
DRZID
18
DePrince Race & Zollo Inc (DRZ)
Florida
$27.8M -$1.29M -23,250 -4%
GKIM
19
GW&K Investment Management
Massachusetts
$26.4M +$4.01M +72,141 +17%
DIA
20
Denver Investment Advisors
Colorado
$26.3M +$3.61M +64,933 +15%
OCG
21
Opus Capital Group
Ohio
$25.8M -$9.26M -166,625 -25%
SAM
22
Silvercrest Asset Management
New York
$23.9M -$10.1M -181,589 -28%
ACM
23
Atlanta Capital Management
Georgia
$23.8M +$954K +17,167 +4%
Victory Capital Management
24
Victory Capital Management
Texas
$22.2M +$23.8M +427,450 New
TAM
25
Tiverton Asset Management
Delaware
$19.9M

IBKC Hedge Fund Activity: Q3 2013 in Review

159 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in IBERIABANK Corp (IBKC) for Q3 2013, worth a combined $1.35B — down 0.34% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IBKC and 10 opened new positions — a net loss of 3 holders — while 48 trimmed existing stakes and 74 added.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $36.1M. The largest seller was IronBridge Capital Management, cutting an estimated $36.1M.

  • 159 institutional investors held IBERIABANK Corp (IBKC) as of Q3 2013, down from 163 in Q2 2013.
  • Funds reported $1.35B of IBERIABANK Corp stock for Q3 2013, down 0.34% quarter-over-quarter.
  • 10 funds opened new IBERIABANK Corp positions in Q3 2013 and 13 closed out, a net change of -3 holders.
  • The largest IBERIABANK Corp buyer in Q3 2013 was Lord, Abbett & Co, an estimated $36.1M added.
  • The largest IBERIABANK Corp seller in Q3 2013 was IronBridge Capital Management, an estimated $36.1M sold.

Based on aggregated 13F filings for Q3 2013.