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IBKC

IBERIABANK Corp
IBKC

Delisted

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

239 hedge funds and large institutions have $3.59B invested in IBERIABANK Corp in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

382% more call options, than puts

Call options by funds: $7M | Put options by funds: $1.45M

14% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 84

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

2% more capital invested

Capital invested by funds: $3.51B → $3.59B (+$77.1M)

0% less funds holding

Funds holding: 240239 (-1)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
239
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
5.96%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.12%
New
31
Increased
96
Reduced
84
Closed
30
Calls
$7M
Puts
$1.45M
Net Calls
+$5.55M
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$338M +$4.16M +52,383 +1%
BlackRock
2
BlackRock
New York
$272M -$12M -150,647 -4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$231M -$14.6M -184,327 -6%
SAM
4
Silvercrest Asset Management
New York
$209M +$7.14M +89,969 +4%
State Street
5
State Street
Massachusetts
$208M +$34.1M +428,968 +20%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$155M +$34M +427,819 +29%
JP Morgan Chase
7
JP Morgan Chase
New York
$152M -$1.17M -14,677 -0.8%
Millennium Management
8
Millennium Management
New York
$121M +$800K +10,075 +0.7%
Northern Trust
9
Northern Trust
Illinois
$90M +$13.4M +168,174 +18%
Citadel Advisors
10
Citadel Advisors
Florida
$59.1M -$11.2M -141,673 -16%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$59.1M +$11.8M +148,952 +26%
DRZID
12
DePrince Race & Zollo Inc (DRZ)
Florida
$53.3M +$7.05M +88,814 +16%
Victory Capital Management
13
Victory Capital Management
Texas
$51.1M -$691K -8,705 -1%
CCM
14
Channing Capital Management
Illinois
$49.1M +$11.3M +142,421 +31%
Norges Bank
15
Norges Bank
Norway
$44.4M +$2.64M +33,253 +6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$43.7M -$2.57M -32,364 -6%
FIM
17
Foresters Investment Management
New York
$43.4M +$9.32M +117,347 +28%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$41.5M +$1.59M +20,040 +4%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$40.3M -$38.2M -481,538 -49%
JIC
20
Johnson Investment Counsel
Ohio
$39.2M +$3.31M +41,697 +9%
GKIM
21
GW&K Investment Management
Massachusetts
$37.7M -$5.24M -66,054 -12%
RCAMU
22
Rothschild & Co Asset Management US
Connecticut
$36.9M +$36M +453,043 New
Invesco
23
Invesco
Georgia
$36.1M -$351K -4,417 -1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$35.1M -$1.12M -14,130 -3%
O
25
OppenheimerFunds
New York
$34.9M +$2.23M +28,151 +7%

IBKC Hedge Fund Activity: Q2 2017 in Review

239 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in IBERIABANK Corp (IBKC) for Q2 2017, worth a combined $3.59B — up 2.2% from $3.51B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBKC positions and 30 closed out — a net gain of 1 holder — while 96 added to existing stakes and 84 trimmed.

The largest buyer was Rothschild & Co Asset Management US, opening a new position worth an estimated $36M. The largest seller was EJF Capital, cutting an estimated $57.9M.

  • 239 institutional investors held IBERIABANK Corp (IBKC) as of Q2 2017, down from 240 in Q1 2017.
  • Funds reported $3.59B of IBERIABANK Corp stock for Q2 2017, up 2.2% quarter-over-quarter.
  • 31 funds opened new IBERIABANK Corp positions in Q2 2017 and 30 closed out, a net change of +1 holder.
  • The largest IBERIABANK Corp buyer in Q2 2017 was Rothschild & Co Asset Management US, an estimated $36M added.
  • The largest IBERIABANK Corp seller in Q2 2017 was EJF Capital, an estimated $57.9M sold.

Based on aggregated 13F filings for Q2 2017.