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IBKC

IBERIABANK Corp
IBKC

Delisted

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

210 hedge funds and large institutions have $2.24B invested in IBERIABANK Corp in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,111% more call options, than puts

Call options by funds: $4.75M | Put options by funds: $392K

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

13% more capital invested

Capital invested by funds: $1.99B → $2.24B (+$255M)

4% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 73

1% more funds holding

Funds holding: 208210 (+2)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
210
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
5.6%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
27
Increased
76
Reduced
73
Closed
23
Calls
$4.75M
Puts
$392K
Net Calls
+$4.36M
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$221M +$23.7M +364,742 +12%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$187M +$14.5M +223,147 +9%
SAM
3
Silvercrest Asset Management
New York
$161M +$4.73M +72,843 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$102M +$67.2M +1,034,743 +216%
State Street
5
State Street
Massachusetts
$84.4M +$3.38M +51,999 +4%
JP Morgan Chase
6
JP Morgan Chase
New York
$80.5M +$11.4M +175,199 +17%
BIT
7
BlackRock Institutional Trust
California
$77.2M +$14.3M +219,818 +24%
BFA
8
BlackRock Fund Advisors
California
$76.2M +$6.27M +96,558 +9%
CCM
9
Channing Capital Management
Illinois
$64.2M +$150K +2,313 +0.2%
Northern Trust
10
Northern Trust
Illinois
$59.9M +$2.4M +36,928 +4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$53.4M +$4.18M +64,282 +9%
Mackenzie Financial
12
Mackenzie Financial
Ontario, Canada
$53.4M -$12.9M -198,400 -20%
GKIM
13
GW&K Investment Management
Massachusetts
$40.5M +$2.32M +35,691 +6%
Invesco
14
Invesco
Georgia
$36.8M +$5.98K +92 +0%
DRZID
15
DePrince Race & Zollo Inc (DRZ)
Florida
$35.9M -$15.8M -242,812 -31%
Wells Fargo
16
Wells Fargo
California
$29.8M -$2.06M -31,767 -7%
Principal Financial Group
17
Principal Financial Group
Iowa
$29.8M -$1.4M -21,610 -5%
ACM
18
Atlanta Capital Management
Georgia
$29.4M -$399K -6,145 -1%
JIC
19
Johnson Investment Counsel
Ohio
$29.3M -$4.55M -70,039 -14%
Norges Bank
20
Norges Bank
Norway
$27.6M +$2.63M +40,474 +10%
KAM
21
Keeley Asset Management
Illinois
$26.2M -$2.68M -41,210 -10%
TA
22
Teachers Advisors
New York
$24.3M +$524K +8,069 +2%
William Blair Investment Management
23
William Blair Investment Management
Illinois
$23.9M -$447K -6,885 -2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$23.8M +$1.75M +27,001 +8%
EA
25
Emerald Acquisition
Washington
$22.7M -$9.86M -151,857 -31%

IBKC Hedge Fund Activity: Q3 2016 in Review

210 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in IBERIABANK Corp (IBKC) for Q3 2016, worth a combined $2.24B — up 13% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IBKC positions and 23 closed out — a net gain of 4 holders — while 76 added to existing stakes and 73 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $67.2M. The largest seller was Tiverton Asset Management, cutting an estimated $71.4M.

  • 210 institutional investors held IBERIABANK Corp (IBKC) as of Q3 2016, up from 208 in Q2 2016.
  • Funds reported $2.24B of IBERIABANK Corp stock for Q3 2016, up 13% quarter-over-quarter.
  • 27 funds opened new IBERIABANK Corp positions in Q3 2016 and 23 closed out, a net change of +4 holders.
  • The largest IBERIABANK Corp buyer in Q3 2016 was Wellington Management Group, an estimated $67.2M added.
  • The largest IBERIABANK Corp seller in Q3 2016 was Tiverton Asset Management, an estimated $71.4M sold.

Based on aggregated 13F filings for Q3 2016.