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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
NMIMC
126
Northwestern Mutual Investment Management Company
Wisconsin
$249K – – –
Bank of America
127
Bank of America
North Carolina
$243K +$47.6K +1,817 +24%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$240K -$891 -34 -0.4%
HCM
129
Highbridge Capital Management
New York
$222K +$223K +8,508 New
Teacher Retirement System of Texas
130
Teacher Retirement System of Texas
Texas
$205K +$25K +953 +14%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$203K +$204K +7,770 New
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$195K +$115K +4,398 +142%
SAM
133
Securian Asset Management
Minnesota
$175K -$19.9K -758 -10%
KBC Group
134
KBC Group
Belgium
$131K – – –
Barclays
135
Barclays
United Kingdom
$124K -$127K -4,826 -50%
QT
136
Quantbot Technologies
New York
$115K +$116K +4,437 New
UBS Group
137
UBS Group
Switzerland
$113K -$4.88K -186 -4%
Envestnet Asset Management
138
Envestnet Asset Management
Illinois
$90K +$11.8K +450 +15%
LIA
139
LS Investment Advisors
Michigan
$86K +$37.5K +1,430 +77%
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$56K – – –
JP Morgan Chase
141
JP Morgan Chase
New York
$52K +$8.55K +326 +20%
AAM
142
Advisors Asset Management
Colorado
$39K – – –
AIM
143
Acrospire Investment Management
Illinois
$18K -$105K -4,012 -86%
IA
144
IFP Advisors
Florida
$16K +$16.3K +621 New
WA
145
WFG Advisors
Texas
$14K +$157 +6 +1%
MA
146
MUFG Americas
New York
$8K +$4.54K +173 +150%
US Bancorp
147
US Bancorp
Minnesota
$5K -$6.9K -263 -58%
GAM
148
Gemmer Asset Management
California
$5K – – –
DA
149
Denali Advisors
California
$3K – – –
Creative Planning
150
Creative Planning
Kansas
$3K +$26 +1 +1%
3 4 5
6
7

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.