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IBKC

IBERIABANK Corp
IBKC

Delisted

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

240 hedge funds and large institutions have $3.51B invested in IBERIABANK Corp in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 98 increasing their positions, 68 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

407% more call options, than puts

Call options by funds: $5.3M | Put options by funds: $1.04M

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

44% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 68

12% more capital invested

Capital invested by funds: $3.15B → $3.51B (+$364M)

8% less funds holding

Funds holding: 260240 (-20)

28% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 47

Holders
240
Holders Change
-20
Holders Change %
-7.69%
% of All Funds
5.97%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
34
Increased
98
Reduced
68
Closed
47
Calls
$5.3M
Puts
$1.04M
Net Calls
+$4.25M
Net Calls Change
-$3.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$323M +$41.2M +502,701 +14%
BlackRock
2
BlackRock
New York
$276M +$284M +3,461,213 +13,809%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$239M +$4.87M +59,390 +2%
SAM
4
Silvercrest Asset Management
New York
$196M +$20.5M +250,374 +11%
State Street
5
State Street
Massachusetts
$168M +$37.2M +454,085 +27%
JP Morgan Chase
6
JP Morgan Chase
New York
$149M +$28.6M +348,845 +23%
Millennium Management
7
Millennium Management
New York
$117M +$79.2M +965,943 +188%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$117M -$52.3M -638,447 -30%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$77.2M +$3.68M +44,907 +5%
Northern Trust
10
Northern Trust
Illinois
$74.1M +$3.35M +40,867 +5%
EC
11
EJF Capital
Virginia
$73.2M +$73.7M +899,407 +3,392%
Citadel Advisors
12
Citadel Advisors
Florida
$68.6M +$57.5M +701,730 +424%
Victory Capital Management
13
Victory Capital Management
Texas
$50.3M +$17.5M +214,026 +51%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$45.5M +$47.2M +575,700 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$45M -$20.6M -250,831 -31%
DRZID
16
DePrince Race & Zollo Inc (DRZ)
Florida
$44.7M +$7.24M +88,387 +19%
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$42.1M -$1.21M -14,800 -3%
GKIM
18
GW&K Investment Management
Massachusetts
$41.8M -$965K -11,779 -2%
Norges Bank
19
Norges Bank
Norway
$40.5M +$9.55M +116,471 +29%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$38.7M +$9.2M +112,243 +30%
CCM
21
Channing Capital Management
Illinois
$36.4M -$33.1M -403,959 -47%
Invesco
22
Invesco
Georgia
$35.4M -$8.66M -105,698 -19%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$35.2M -$1.22M -14,913 -3%
AC
24
Ascend Capital
California
$34.8M +$26.2M +319,481 +265%
JIC
25
Johnson Investment Counsel
Ohio
$33.9M +$2.51M +30,576 +7%

IBKC Hedge Fund Activity: Q1 2017 in Review

240 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in IBERIABANK Corp (IBKC) for Q1 2017, worth a combined $3.51B — up 12% from $3.15B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of IBKC and 34 opened new positions — a net loss of 13 holders — while 68 trimmed existing stakes and 98 added.

The largest buyer was BlackRock, adding an estimated $284M. The largest seller was Wellington Management Group, cutting an estimated $52.3M.

  • 240 institutional investors held IBERIABANK Corp (IBKC) as of Q1 2017, down from 260 in Q4 2016.
  • Funds reported $3.51B of IBERIABANK Corp stock for Q1 2017, up 12% quarter-over-quarter.
  • 34 funds opened new IBERIABANK Corp positions in Q1 2017 and 47 closed out, a net change of -13 holders.
  • The largest IBERIABANK Corp buyer in Q1 2017 was BlackRock, an estimated $284M added.
  • The largest IBERIABANK Corp seller in Q1 2017 was Wellington Management Group, an estimated $52.3M sold.

Based on aggregated 13F filings for Q1 2017.