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International Bancshares
IBOC

154 hedge funds and large institutions have $981M invested in International Bancshares in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 46 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $399K

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

41% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 46

9% more capital invested

Capital invested by funds: $902M → $981M (+$79.7M)

6% more funds holding

Funds holding: 145 → 154 (+9)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
154
Holders Change
+9
Holders Change %
+6.21%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
17
Increased
65
Reduced
46
Closed
7
Calls
$1.21M
Puts
$399K
Net Calls
+$809K
Net Calls Change
+$716K

Top Buyers

1
FP
Foundry Partners
Minnesota
+$7.09M
2
MTB
Mizuho Trust & Banking
Japan
+$5.46M
3
CIM
Calvert Investment Management
Maryland
+$3.58M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.56M
5
LSV Asset Management
LSV Asset Management
Illinois
+$2.37M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$8.1M
2
DVM
Dreman Value Management
Florida
-$6.81M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$5.02M
4
BA
Boston Advisors
Massachusetts
-$4.96M
5
Ameriprise
Ameriprise
Minnesota
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$5.49M +$621K +23,696 +13%
SDIC
27
South Dakota Investment Council
South Dakota
$5.48M – – –
MTB
28
Mizuho Trust & Banking
Japan
$5.43M +$5.46M +208,100 New
MCM
29
Matterhorn Capital Management
Texas
$4.65M – – –
TCIM
30
TIAA CREF Investment Management
New York
$4.49M -$20.9K -797 -0.5%
AllianceBernstein
31
AllianceBernstein
Tennessee
$4.2M +$1.32M +50,470 +46%
NFA
32
Nationwide Fund Advisors
Ohio
$4.15M +$82.7K +3,155 +2%
BCM
33
BHZ Capital Management
California
$3.95M +$29.9K +1,140 +0.8%
AIG
34
American International Group
New York
$3.57M -$1.42K -54 -0%
CIM
35
Calvert Investment Management
Maryland
$3.56M +$3.58M +136,652 New
Renaissance Technologies
36
Renaissance Technologies
New York
$3.53M +$897K +34,200 +34%
BCM
37
Bridgeway Capital Management
Texas
$3.42M -$1.3M -49,650 -27%
CS
38
Credit Suisse
Switzerland
$3.37M +$1.93M +73,713 +133%
First Trust Advisors
39
First Trust Advisors
Illinois
$3.17M -$1.1M -41,795 -26%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$3.12M -$89.1K -3,400 -3%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$3.02M -$496K -18,919 -14%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$3M -$5.06K -193 -0.2%
OA
43
Oak Associates
Ohio
$2.94M – – –
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.89M +$78.8K +3,004 +3%
AQR Capital Management
45
AQR Capital Management
Connecticut
$2.89M -$593K -22,630 -17%
Goldman Sachs
46
Goldman Sachs
New York
$2.8M +$1.25M +47,620 +80%
PPA
47
Parametric Portfolio Associates
Washington
$2.63M -$344K -13,119 -12%
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$2.57M -$1.96M -74,819 -43%
KT
49
Kanaly Trust
Texas
$2.51M – – –
Macquarie Group
50
Macquarie Group
Australia
$2.47M +$813K +31,000 +49%
1
2
3 4 5

IBOC Hedge Fund Activity: Q2 2016 in Review

154 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in International Bancshares (IBOC) for Q2 2016, worth a combined $981M — up 8.8% from $902M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBOC positions and 7 closed out — a net gain of 10 holders — while 65 added to existing stakes and 46 trimmed.

The largest buyer was Foundry Partners, opening a new position worth an estimated $7.09M. The largest seller was Wellington Management Group, cutting an estimated $8.1M.

  • 154 institutional investors held International Bancshares (IBOC) as of Q2 2016, up from 145 in Q1 2016.
  • Funds reported $981M of International Bancshares stock for Q2 2016, up 8.8% quarter-over-quarter.
  • 17 funds opened new International Bancshares positions in Q2 2016 and 7 closed out, a net change of +10 holders.
  • The largest International Bancshares buyer in Q2 2016 was Foundry Partners, an estimated $7.09M added.
  • The largest International Bancshares seller in Q2 2016 was Wellington Management Group, an estimated $8.1M sold.

Based on aggregated 13F filings for Q2 2016.