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IBKC

IBERIABANK Corp
IBKC

Delisted

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

229 hedge funds and large institutions have $2.02B invested in IBERIABANK Corp in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 81 increasing their positions, 81 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $634K | Put options by funds: $360K

23% more capital invested

Capital invested by funds: $1.65B → $2.02B (+$372M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

0% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 81

6% less funds holding

Funds holding: 244229 (-15)

30% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 46

Holders
229
Holders Change
-15
Holders Change %
-6.15%
% of All Funds
4.7%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
32
Increased
81
Reduced
81
Closed
46
Calls
$634K
Puts
$360K
Net Calls
+$274K
Net Calls Change
-$478K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$226M -$4.15M -100,428 -2%
BlackRock
2
BlackRock
New York
$178M +$549K +13,279 +0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$121M -$4.86M -117,553 -4%
JP Morgan Chase
4
JP Morgan Chase
New York
$89.7M +$11.6M +281,120 +17%
State Street
5
State Street
Massachusetts
$81.4M +$6.16M +149,159 +9%
SAM
6
Silvercrest Asset Management
New York
$81.1M +$1.32M +31,834 +2%
Citadel Advisors
7
Citadel Advisors
Florida
$73.2M +$12.5M +302,849 +23%
Grantham, Mayo, Van Otterloo & Co (GMO)
8
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$61.2M +$8.13M +196,784 +17%
AA
9
AQR Arbitrage
Connecticut
$48.9M +$14.6M +352,563 +49%
UOC
10
UBS O'Connor
Illinois
$46.8M +$13.8M +333,121 +48%
Goldman Sachs
11
Goldman Sachs
New York
$44.6M +$9.48M +229,534 +31%
AllianceBernstein
12
AllianceBernstein
Tennessee
$42.6M +$3.6M +87,087 +10%
Northern Trust
13
Northern Trust
Illinois
$42.4M -$11.7M -284,000 -23%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$36.4M +$84K +2,032 +0.3%
Norges Bank
15
Norges Bank
Norway
$32M +$7.54M +182,418 +35%
GLAM
16
Gardner Lewis Asset Management
Pennsylvania
$31.2M +$1.72M +41,534 +6%
AAM
17
Alpine Associates Management
Florida
$30.4M +$282K +6,815 +1%
JIC
18
Johnson Investment Counsel
Ohio
$25.8M +$1.89M +45,850 +9%
Bank of America
19
Bank of America
North Carolina
$25.8M -$463K -11,194 -2%
Charles Schwab
20
Charles Schwab
California
$25.5M +$836K +20,228 +4%
Wells Fargo
21
Wells Fargo
California
$24.1M -$7.77M -188,050 -26%
RCAMU
22
Rothschild & Co Asset Management US
Connecticut
$23.7M -$941K -22,764 -4%
ACM
23
Atlanta Capital Management
Georgia
$22.5M +$1.01M +24,536 +5%
N
24
Natixis
France
$22M +$1.55M +37,552 +8%
N
25
Nuveen
North Carolina
$20.6M -$4.71M -113,950 -20%

IBKC Hedge Fund Activity: Q2 2020 in Review

229 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in IBERIABANK Corp (IBKC) for Q2 2020, worth a combined $2.02B — up 23% from $1.65B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of IBKC and 32 opened new positions — a net loss of 14 holders — while 81 trimmed existing stakes and 81 added.

The largest buyer was Water Island Capital, opening a new position worth an estimated $18.4M. The largest seller was Wellington Management Group, cutting an estimated $31.4M.

  • 229 institutional investors held IBERIABANK Corp (IBKC) as of Q2 2020, down from 244 in Q1 2020.
  • Funds reported $2.02B of IBERIABANK Corp stock for Q2 2020, up 23% quarter-over-quarter.
  • 32 funds opened new IBERIABANK Corp positions in Q2 2020 and 46 closed out, a net change of -14 holders.
  • The largest IBERIABANK Corp buyer in Q2 2020 was Water Island Capital, an estimated $18.4M added.
  • The largest IBERIABANK Corp seller in Q2 2020 was Wellington Management Group, an estimated $31.4M sold.

Based on aggregated 13F filings for Q2 2020.