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IBKC

IBERIABANK Corp
IBKC

Delisted

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

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198 hedge funds and large institutions have $1.8B invested in IBERIABANK Corp in 2014 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 71 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

7% more funds holding

Funds holding: 185 → 198 (+13)

3% more capital invested

Capital invested by funds: $1.76B → $1.8B (+$44.4M)

11% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 71

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

99% less call options, than puts

Call options by funds: $3K | Put options by funds: $246K

Holders
198
Holders Change
+13
Holders Change %
+7.03%
% of All Funds
5.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
30
Increased
63
Reduced
71
Closed
14
Calls
$3K
Puts
$246K
Net Calls
-$243K
Net Calls Change
+$357K

Top Buyers

1
CIP
Chartwell Investment Partners
Pennsylvania
+$22.1M
2
Lazard Asset Management
Lazard Asset Management
New York
+$10.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$10.2M
4
BFA
BlackRock Fund Advisors
California
+$8.68M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.31M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$49.4M
2
TSW
Thompson Siegel & Walmsley
Virginia
-$11.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$9.47M
4
Victory Capital Management
Victory Capital Management
Texas
-$8.19M
5
GC
GW Capital
Washington
-$6.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$126M +$4.46M +68,513 +4%
State Street
2
State Street
Massachusetts
$115M +$1M +15,405 +0.9%
AllianceBernstein
3
AllianceBernstein
Tennessee
$87.8M -$4.27M -65,528 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$87.7M +$5.31M +81,575 +6%
SAM
5
Silvercrest Asset Management
New York
$71M +$1.99M +30,623 +3%
BFA
6
BlackRock Fund Advisors
California
$57.7M +$8.68M +133,355 +18%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$55.5M -$2.33M -35,800 -4%
BIT
8
BlackRock Institutional Trust
California
$51.5M -$188K -2,884 -0.4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$51.2M +$1.95M +30,017 +4%
KAM
10
Keeley Asset Management
Illinois
$49.4M -$564K -8,655 -1%
RIM
11
Ranger Investment Management
Texas
$47.3M -$2.24M -34,385 -4%
GKIM
12
GW&K Investment Management
Massachusetts
$45M +$1.15M +17,707 +3%
Northern Trust
13
Northern Trust
Illinois
$44.6M +$262K +4,025 +0.6%
FHC
14
Forest Hill Capital
Arkansas
$44.1M +$3.43M +52,714 +8%
JP Morgan Chase
15
JP Morgan Chase
New York
$38.8M -$217K -3,326 -0.6%
CCM
16
Channing Capital Management
Illinois
$37.3M +$3.84M +58,949 +11%
GC
17
GW Capital
Washington
$31.1M -$6.88M -105,586 -18%
Invesco
18
Invesco
Georgia
$31.1M -$823K -12,640 -3%
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$30.8M +$263K +4,044 +0.9%
DIA
20
Denver Investment Advisors
Colorado
$29.8M -$2.28M -34,957 -7%
Wells Fargo
21
Wells Fargo
California
$28.3M +$271K +4,168 +1%
ACM
22
Atlanta Capital Management
Georgia
$27.1M -$782K -12,015 -3%
TAM
23
Tiverton Asset Management
Delaware
$24.9M – – –
FMA
24
Fiduciary Management Associates
Illinois
$23M +$1.38M +21,120 +6%
WRF
25
Waddell & Reed Financial
Kansas
$22.2M +$690K +10,600 +3%
1
2 3 4 5

IBKC Hedge Fund Activity: Q4 2014 in Review

198 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in IBERIABANK Corp (IBKC) for Q4 2014, worth a combined $1.8B — up 2.5% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IBKC positions and 14 closed out — a net gain of 16 holders — while 63 added to existing stakes and 71 trimmed.

The largest buyer was Chartwell Investment Partners, opening a new position worth an estimated $22.1M. The largest seller was Bank of New York Mellon, cutting an estimated $49.4M.

  • 198 institutional investors held IBERIABANK Corp (IBKC) as of Q4 2014, up from 185 in Q3 2014.
  • Funds reported $1.8B of IBERIABANK Corp stock for Q4 2014, up 2.5% quarter-over-quarter.
  • 30 funds opened new IBERIABANK Corp positions in Q4 2014 and 14 closed out, a net change of +16 holders.
  • The largest IBERIABANK Corp buyer in Q4 2014 was Chartwell Investment Partners, an estimated $22.1M added.
  • The largest IBERIABANK Corp seller in Q4 2014 was Bank of New York Mellon, an estimated $49.4M sold.

Based on aggregated 13F filings for Q4 2014.