International Bancshares
IBOC
200 hedge funds and large institutions have $2.25B invested in International Bancshares in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 66 reducing their positions, and 16 closing their positions.
952% more call options, than puts
Call options by funds: $684K | Put options by funds: $65K
113% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 16
28% more capital invested
Capital invested by funds: $1.76B → $2.25B (+$487M)
14% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 66
8% more funds holding
Funds holding: 185 → 200 (+15)
1.26% more ownership
Funds ownership: 65.35% → 66.6% (+1.3%)
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$25.8M |
| 2 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$20.6M |
| 3 |
BlackRock
New York
|
+$18.4M |
| 4 |
State Street
Boston,
Massachusetts
|
+$7.71M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$7.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$46.1M |
| 2 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
-$21.8M |
| 3 |
ACL
Azora Capital LP
Miami,
Florida
|
-$11.1M |
| 4 |
EPCA
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
-$3.44M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$2.32M |
IBOC Hedge Fund Activity: Q4 2023 in Review
200 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in International Bancshares (IBOC) for Q4 2023, worth a combined $2.25B — up 28% from $1.76B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new IBOC positions and 16 closed out — a net gain of 18 holders — while 75 added to existing stakes and 66 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $25.8M. The largest seller was Wellington Management Group, cutting an estimated $46.1M.
- 200 institutional investors held International Bancshares (IBOC) as of Q4 2023, up from 185 in Q3 2023.
- Funds reported $2.25B of International Bancshares stock for Q4 2023, up 28% quarter-over-quarter.
- 34 funds opened new International Bancshares positions in Q4 2023 and 16 closed out, a net change of +18 holders.
- The largest International Bancshares buyer in Q4 2023 was Morgan Stanley, an estimated $25.8M added.
- The largest International Bancshares seller in Q4 2023 was Wellington Management Group, an estimated $46.1M sold.
Based on aggregated 13F filings for Q4 2023.