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IBKC

IBERIABANK Corp
IBKC

Delisted

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

164 hedge funds and large institutions have $1.61B invested in IBERIABANK Corp in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 64 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

19% more capital invested

Capital invested by funds: $1.35B → $1.61B (+$263M)

3% more funds holding

Funds holding: 159164 (+5)

13% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 64

49% less call options, than puts

Call options by funds: $233K | Put options by funds: $453K

Holders
164
Holders Change
+5
Holders Change %
+3.14%
% of All Funds
4.76%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.09%
New
14
Increased
56
Reduced
64
Closed
9
Calls
$233K
Puts
$453K
Net Calls
-$220K
Net Calls Change
-$400K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$99.9M +$2.88M +48,372 +3%
AllianceBernstein
2
AllianceBernstein
Tennessee
$97.5M -$6.2M -104,221 -6%
State Street
3
State Street
Massachusetts
$82.7M +$4.91M +82,459 +7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$65.7M +$6.19M +104,008 +11%
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$53.8M +$2.7M +45,300 +6%
KAM
6
Keeley Asset Management
Illinois
$53.6M +$2.68M +45,060 +6%
BFA
7
BlackRock Fund Advisors
California
$52M -$2.2M -36,903 -4%
BIT
8
BlackRock Institutional Trust
California
$50.3M +$142K +2,380 +0.3%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$48.7M -$1.99M -33,400 -4%
GC
10
GW Capital
Washington
$44M -$1.33M -22,315 -3%
Northern Trust
11
Northern Trust
Illinois
$43.1M +$216K +3,630 +0.5%
FHC
12
Forest Hill Capital
Arkansas
$42.2M +$6.98M +117,201 +21%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$41.4M +$565K +9,500 +1%
RIM
14
Ranger Investment Management
Texas
$41.4M +$5.21M +87,526 +15%
JP Morgan Chase
15
JP Morgan Chase
New York
$40.4M -$2.23M -37,447 -6%
GKIM
16
GW&K Investment Management
Massachusetts
$39.4M +$7.05M +118,432 +23%
Wells Fargo
17
Wells Fargo
California
$35.6M -$5.81M -97,532 -15%
SAM
18
Silvercrest Asset Management
New York
$32.5M +$3.39M +56,985 +12%
TSW
19
Thompson Siegel & Walmsley
Virginia
$31.5M -$4.73M -79,456 -14%
DRZID
20
DePrince Race & Zollo Inc (DRZ)
Florida
$30.9M -$2.62M -44,102 -8%
OCG
21
Opus Capital Group
Ohio
$30.7M -$486K -8,162 -2%
ACM
22
Atlanta Capital Management
Georgia
$29.1M +$165K +2,767 +0.6%
Victory Capital Management
23
Victory Capital Management
Texas
$27.5M +$640K +10,750 +3%
CCM
24
Channing Capital Management
Illinois
$26.9M +$4.91M +82,504 +24%
TAM
25
Tiverton Asset Management
Delaware
$24.1M

IBKC Hedge Fund Activity: Q4 2013 in Review

164 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in IBERIABANK Corp (IBKC) for Q4 2013, worth a combined $1.61B — up 19% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBKC positions and 9 closed out — a net gain of 5 holders — while 56 added to existing stakes and 64 trimmed.

The largest buyer was Waddell & Reed Financial, opening a new position worth an estimated $13.6M. The largest seller was Fidelity Investments, exiting entirely with an estimated $10.8M sold.

  • 164 institutional investors held IBERIABANK Corp (IBKC) as of Q4 2013, up from 159 in Q3 2013.
  • Funds reported $1.61B of IBERIABANK Corp stock for Q4 2013, up 19% quarter-over-quarter.
  • 14 funds opened new IBERIABANK Corp positions in Q4 2013 and 9 closed out, a net change of +5 holders.
  • The largest IBERIABANK Corp buyer in Q4 2013 was Waddell & Reed Financial, an estimated $13.6M added.
  • The largest IBERIABANK Corp seller in Q4 2013 was Fidelity Investments, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2013.