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IBKC

IBERIABANK Corp
IBKC

Delisted

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

260 hedge funds and large institutions have $3.15B invested in IBERIABANK Corp in 2016 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 83 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

347% more call options, than puts

Call options by funds: $9.97M | Put options by funds: $2.23M

289% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 18

40% more capital invested

Capital invested by funds: $2.24B → $3.15B (+$904M)

24% more funds holding

Funds holding: 210260 (+50)

1% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 84

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
260
Holders Change
+50
Holders Change %
+23.81%
% of All Funds
6.5%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
70
Increased
83
Reduced
84
Closed
18
Calls
$9.97M
Puts
$2.23M
Net Calls
+$7.74M
Net Calls Change
+$3.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$300M +$22.3M +290,938 +9%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$248M +$14M +182,516 +7%
SAM
3
Silvercrest Asset Management
New York
$187M -$13M -170,187 -7%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$177M +$45.8M +598,687 +40%
State Street
5
State Street
Massachusetts
$140M +$31.8M +415,365 +33%
JP Morgan Chase
6
JP Morgan Chase
New York
$129M +$25.7M +336,073 +28%
BFA
7
BlackRock Fund Advisors
California
$122M +$25.1M +327,749 +29%
BIT
8
BlackRock Institutional Trust
California
$94.8M -$1.43M -18,665 -2%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$78M +$44M +574,745 +161%
Northern Trust
10
Northern Trust
Illinois
$75M +$248K +3,241 +0.4%
CCM
11
Channing Capital Management
Illinois
$72.4M -$7.07M -92,296 -10%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$68.6M +$1.83M +23,890 +3%
Invesco
13
Invesco
Georgia
$46.3M +$284K +3,706 +0.7%
Mackenzie Financial
14
Mackenzie Financial
Ontario, Canada
$45.8M -$19M -248,359 -31%
GKIM
15
GW&K Investment Management
Massachusetts
$45.3M -$4.84M -63,239 -10%
Millennium Management
16
Millennium Management
New York
$43M +$15.3M +199,284 +64%
DRZID
17
DePrince Race & Zollo Inc (DRZ)
Florida
$39.9M -$4.41M -57,611 -11%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$38.5M +$8.09M +105,693 +30%
KAM
19
Keeley Asset Management
Illinois
$36.8M +$3.76M +49,048 +13%
ACM
20
Atlanta Capital Management
Georgia
$36.1M -$575K -7,509 -2%
Victory Capital Management
21
Victory Capital Management
Texas
$35.3M +$32.2M +420,176 +29,018%
JIC
22
Johnson Investment Counsel
Ohio
$34.3M -$2.13M -27,801 -6%
Norges Bank
23
Norges Bank
Norway
$33.1M -$2.63M -34,408 -8%
Principal Financial Group
24
Principal Financial Group
Iowa
$32.6M -$4.23M -55,186 -12%
O
25
OppenheimerFunds
New York
$32M +$29.3M +382,685 New

IBKC Hedge Fund Activity: Q4 2016 in Review

260 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in IBERIABANK Corp (IBKC) for Q4 2016, worth a combined $3.15B — up 40% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IBKC positions and 18 closed out — a net gain of 52 holders — while 83 added to existing stakes and 84 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $45.8M. The largest seller was Teachers Advisors, cutting an estimated $19.4M.

  • 260 institutional investors held IBERIABANK Corp (IBKC) as of Q4 2016, up from 210 in Q3 2016.
  • Funds reported $3.15B of IBERIABANK Corp stock for Q4 2016, up 40% quarter-over-quarter.
  • 70 funds opened new IBERIABANK Corp positions in Q4 2016 and 18 closed out, a net change of +52 holders.
  • The largest IBERIABANK Corp buyer in Q4 2016 was Wellington Management Group, an estimated $45.8M added.
  • The largest IBERIABANK Corp seller in Q4 2016 was Teachers Advisors, an estimated $19.4M sold.

Based on aggregated 13F filings for Q4 2016.