International Bancshares
IBOC
134 hedge funds and large institutions have $960M invested in International Bancshares in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 11 closing their positions.
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
7% more capital invested
Capital invested by funds: $895M → $960M (+$64.8M)
2% more funds holding
Funds holding: 132 → 134 (+2)
7% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 42
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$16.9M |
| 2 |
PCM
Polaris Capital Management
Boston,
Massachusetts
|
+$6.89M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$5.75M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.67M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$13.2M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$9.92M |
| 3 |
BCM
Basswood Capital Management
New York
|
-$8.46M |
| 4 |
PFC
Phocas Financial Corp
Alameda,
California
|
-$5.73M |
| 5 |
HNB
Huntington National Bank
Columbus,
Ohio
|
-$3.75M |
IBOC Hedge Fund Activity: Q4 2014 in Review
134 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in International Bancshares (IBOC) for Q4 2014, worth a combined $960M — up 7.2% from $895M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IBOC positions and 11 closed out — a net gain of 4 holders — while 45 added to existing stakes and 42 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $16.9M. The largest seller was Wellington Management Group, cutting an estimated $13.2M.
- 134 institutional investors held International Bancshares (IBOC) as of Q4 2014, up from 132 in Q3 2014.
- Funds reported $960M of International Bancshares stock for Q4 2014, up 7.2% quarter-over-quarter.
- 15 funds opened new International Bancshares positions in Q4 2014 and 11 closed out, a net change of +4 holders.
- The largest International Bancshares buyer in Q4 2014 was Schroder Investment Management Group, an estimated $16.9M added.
- The largest International Bancshares seller in Q4 2014 was Wellington Management Group, an estimated $13.2M sold.
Based on aggregated 13F filings for Q4 2014.