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IBKC

IBERIABANK Corp
IBKC

Delisted

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

251 hedge funds and large institutions have $3.72B invested in IBERIABANK Corp in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 88 increasing their positions, 80 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 80

3% more capital invested

Capital invested by funds: $3.62B → $3.72B (+$102M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

4% less call options, than puts

Call options by funds: $5.11M | Put options by funds: $5.34M

2% less funds holding

Funds holding: 257251 (-6)

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

Holders
251
Holders Change
-6
Holders Change %
-2.33%
% of All Funds
5.75%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
34
Increased
88
Reduced
80
Closed
39
Calls
$5.11M
Puts
$5.34M
Net Calls
-$228K
Net Calls Change
-$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$368M +$22.4M +284,900 +6%
BlackRock
2
BlackRock
New York
$300M +$36.9M +468,347 +13%
SAM
3
Silvercrest Asset Management
New York
$213M +$1.11M +14,077 +0.5%
State Street
4
State Street
Massachusetts
$206M -$4.89M -62,116 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$178M -$9.24M -117,343 -5%
Millennium Management
6
Millennium Management
New York
$173M +$36.1M +458,810 +25%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$160M -$32.2M -408,836 -16%
JP Morgan Chase
8
JP Morgan Chase
New York
$133M -$2.35M -29,775 -2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$102M +$34.9M +443,127 +49%
Citadel Advisors
10
Citadel Advisors
Florida
$85.7M +$23.3M +295,532 +35%
Victory Capital Management
11
Victory Capital Management
Texas
$85.5M +$1.93M +24,478 +2%
Wells Fargo
12
Wells Fargo
California
$65.6M +$12.2M +154,453 +22%
Northern Trust
13
Northern Trust
Illinois
$56.4M -$31.6M -401,090 -35%
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$54.7M +$620K +7,873 +1%
Citigroup
15
Citigroup
New York
$54.3M +$56.4M +715,471 +274,127%
N
16
Nuveen
North Carolina
$50.1M +$2.75M +34,905 +6%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$45M +$5.57M +70,704 +14%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$42.6M +$1.82M +23,117 +4%
Federated Hermes
19
Federated Hermes
Pennsylvania
$40.4M +$9.73M +123,542 +30%
RCAMU
20
Rothschild & Co Asset Management US
Connecticut
$38.6M +$143K +1,821 +0.4%
JIC
21
Johnson Investment Counsel
Ohio
$38.6M -$650K -8,250 -2%
Norges Bank
22
Norges Bank
Norway
$38.4M
SBH
23
Segall Bryant & Hamill
Illinois
$36.8M +$18M +228,450 +89%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$34.5M +$3.77M +47,881 +12%
Goldman Sachs
25
Goldman Sachs
New York
$34.4M +$26.8M +340,433 +301%

IBKC Hedge Fund Activity: Q2 2018 in Review

251 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in IBERIABANK Corp (IBKC) for Q2 2018, worth a combined $3.72B — up 2.8% from $3.62B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of IBKC and 34 opened new positions — a net loss of 5 holders — while 80 trimmed existing stakes and 88 added.

The largest buyer was Citigroup, adding an estimated $56.4M. The largest seller was Wellington Management Group, cutting an estimated $32.2M.

  • 251 institutional investors held IBERIABANK Corp (IBKC) as of Q2 2018, down from 257 in Q1 2018.
  • Funds reported $3.72B of IBERIABANK Corp stock for Q2 2018, up 2.8% quarter-over-quarter.
  • 34 funds opened new IBERIABANK Corp positions in Q2 2018 and 39 closed out, a net change of -5 holders.
  • The largest IBERIABANK Corp buyer in Q2 2018 was Citigroup, an estimated $56.4M added.
  • The largest IBERIABANK Corp seller in Q2 2018 was Wellington Management Group, an estimated $32.2M sold.

Based on aggregated 13F filings for Q2 2018.