International Bancshares
IBOC
146 hedge funds and large institutions have $919M invested in International Bancshares in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 66 reducing their positions, and 19 closing their positions.
51% more call options, than puts
Call options by funds: $160K | Put options by funds: $106K
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less capital invested
Capital invested by funds: $973M → $919M (-$53.9M)
6% less funds holding
Funds holding: 155 → 146 (-9)
32% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 66
47% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$19.8M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$3.79M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$3.63M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$3.15M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$5.01M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$3.66M |
| 3 |
Morgan Stanley
New York
|
-$3.02M |
| 4 |
CIP
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
-$2.99M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.48M |
IBOC Hedge Fund Activity: Q3 2015 in Review
146 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in International Bancshares (IBOC) for Q3 2015, worth a combined $919M — down 5.5% from $973M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of IBOC and 10 opened new positions — a net loss of 9 holders — while 66 trimmed existing stakes and 45 added.
The largest buyer was Wellington Management Group, adding an estimated $19.8M. The largest seller was Russell Frank Company, cutting an estimated $5.01M.
- 146 institutional investors held International Bancshares (IBOC) as of Q3 2015, down from 155 in Q2 2015.
- Funds reported $919M of International Bancshares stock for Q3 2015, down 5.5% quarter-over-quarter.
- 10 funds opened new International Bancshares positions in Q3 2015 and 19 closed out, a net change of -9 holders.
- The largest International Bancshares buyer in Q3 2015 was Wellington Management Group, an estimated $19.8M added.
- The largest International Bancshares seller in Q3 2015 was Russell Frank Company, an estimated $5.01M sold.
Based on aggregated 13F filings for Q3 2015.