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IBKC

IBERIABANK Corp
IBKC

Delisted

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

201 hedge funds and large institutions have $1.72B invested in IBERIABANK Corp in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 82 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

49% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 55

5% more funds holding

Funds holding: 191201 (+10)

5% less capital invested

Capital invested by funds: $1.82B → $1.72B (-$98.3M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
201
Holders Change
+10
Holders Change %
+5.24%
% of All Funds
5.27%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
35
Increased
82
Reduced
55
Closed
23
Calls
$1.71M
Puts
Net Calls
+$1.71M
Net Calls Change
+$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$149M +$4.83M +80,783 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$114M +$15.5M +258,994 +14%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$80.6M +$11.6M +193,389 +15%
SAM
4
Silvercrest Asset Management
New York
$77.4M -$1.89M -31,650 -2%
State Street
5
State Street
Massachusetts
$63.6M -$40.7M -680,873 -37%
BFA
6
BlackRock Fund Advisors
California
$55.8M +$3.33M +55,677 +6%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$54.6M -$317K -5,300 -0.5%
AllianceBernstein
8
AllianceBernstein
Tennessee
$53.9M -$28.6M -478,706 -33%
BIT
9
BlackRock Institutional Trust
California
$50.1M +$2.83M +47,420 +6%
CCM
10
Channing Capital Management
Illinois
$45.7M +$3.98M +66,579 +9%
Northern Trust
11
Northern Trust
Illinois
$45.3M +$301K +5,041 +0.6%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$44.6M +$10.2M +170,638 +27%
Millennium Management
13
Millennium Management
New York
$44.3M +$11.9M +199,440 +33%
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$39.4M +$9.18M +153,611 +27%
FHC
15
Forest Hill Capital
Arkansas
$36.4M -$6.74M -112,817 -15%
JP Morgan Chase
16
JP Morgan Chase
New York
$35.7M +$3.24M +54,253 +9%
Wells Fargo
17
Wells Fargo
California
$35.6M +$6.66M +111,511 +21%
KAM
18
Keeley Asset Management
Illinois
$31.9M -$4.2M -70,312 -11%
GKIM
19
GW&K Investment Management
Massachusetts
$29.9M -$716K -11,987 -2%
Citadel Advisors
20
Citadel Advisors
Florida
$28.4M -$19.4M -325,417 -39%
Invesco
21
Invesco
Georgia
$25.9M +$1.14M +19,005 +4%
JIC
22
Johnson Investment Counsel
Ohio
$24M -$4.53M -75,847 -15%
ACM
23
Atlanta Capital Management
Georgia
$23.4M +$229K +3,830 +0.9%
GC
24
GW Capital
Washington
$19.9M -$3.25M -54,407 -13%
DIA
25
Denver Investment Advisors
Colorado
$19.8M -$1.87M -31,326 -8%

IBKC Hedge Fund Activity: Q4 2015 in Review

201 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in IBERIABANK Corp (IBKC) for Q4 2015, worth a combined $1.72B — down 5.4% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IBKC positions and 23 closed out — a net gain of 12 holders — while 82 added to existing stakes and 55 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $19.5M. The largest seller was State Street, cutting an estimated $40.7M.

  • 201 institutional investors held IBERIABANK Corp (IBKC) as of Q4 2015, up from 191 in Q3 2015.
  • Funds reported $1.72B of IBERIABANK Corp stock for Q4 2015, down 5.4% quarter-over-quarter.
  • 35 funds opened new IBERIABANK Corp positions in Q4 2015 and 23 closed out, a net change of +12 holders.
  • The largest IBERIABANK Corp buyer in Q4 2015 was Royal Bank of Canada, an estimated $19.5M added.
  • The largest IBERIABANK Corp seller in Q4 2015 was State Street, an estimated $40.7M sold.

Based on aggregated 13F filings for Q4 2015.