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International Bancshares
IBOC

153 hedge funds and large institutions have $1.11B invested in International Bancshares in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 71 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more call options, than puts

Call options by funds: $932K | Put options by funds: $259K

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

48% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 48

13% more capital invested

Capital invested by funds: $981M → $1.11B (+$127M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% less funds holding

Funds holding: 154 → 153 (-1)

Holders
153
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
4.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
11
Increased
71
Reduced
48
Closed
10
Calls
$932K
Puts
$259K
Net Calls
+$673K
Net Calls Change
-$136K

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$6.91M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.82M
3
Norges Bank
Norges Bank
Norway
+$3.74M
4
BA
BlackRock Advisors
Delaware
+$3.69M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$3.02M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$16.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$10.7M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$4.14M
4
CIM
Calvert Investment Management
Maryland
-$3.56M
5
EA
Emerald Acquisition
Washington
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fuller & Thaler Asset Management
126
Fuller & Thaler Asset Management
California
$125K +$119K +4,200 New
LIA
127
LS Investment Advisors
Michigan
$111K +$13K +458 +14%
Envestnet Asset Management
128
Envestnet Asset Management
Illinois
$104K +$994 +35 +1%
UBS Group
129
UBS Group
Switzerland
$93K -$34K -1,197 -28%
Barclays
130
Barclays
United Kingdom
$76K -$62.3K -2,194 -46%
Zurich Cantonal Bank
131
Zurich Cantonal Bank
Switzerland
$70K +$6.13K +216 +10%
AAM
132
Advisors Asset Management
Colorado
$39K -$5.68K -200 -13%
AIM
133
Acrospire Investment Management
Illinois
$38K +$17K +600 +89%
CG
134
Cutler Group
California
$28K +$27.2K +958 New
TRCT
135
Tower Research Capital (TRC)
New York
$25K -$311K -10,959 -93%
Royal Bank of Canada
136
Royal Bank of Canada
Ontario, Canada
$23K -$257K -9,043 -92%
IA
137
IFP Advisors
Florida
$21K +$2.27K +80 +13%
WA
138
WFG Advisors
Texas
$16K – – –
MA
139
MUFG Americas
New York
$9K – – –
US Bancorp
140
US Bancorp
Minnesota
$9K +$2.81K +99 +52%
Simplex Trading
141
Simplex Trading
Illinois
$9K +$4.83K +170 +116%
GAM
142
Gemmer Asset Management
California
$6K – – –
TCIM
143
TIAA CREF Investment Management
New York
$5.12K -$3.35K -118 -0.1%
Creative Planning
144
Creative Planning
Kansas
$3K – – –
DA
145
Denali Advisors
California
$3K – – –
LTFS
146
Ladenburg Thalmann Financial Services
Florida
$3K +$2.81K +99 New
WCBA
147
Weaver C. Barksdale & Associates
Tennessee
$2K -$170 -6 -7%
S
148
SignatureFD
Georgia
$2K – – –
JFA
149
JNBA Financial Advisors
Minnesota
$2K +$1.82K +64 New
AG
150
Advisor Group
Arizona
$2K +$2.24K +79 New
3 4 5
6
7

IBOC Hedge Fund Activity: Q3 2016 in Review

153 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in International Bancshares (IBOC) for Q3 2016, worth a combined $1.11B — up 13% from $981M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBOC positions and 10 closed out — a net gain of 1 holder — while 71 added to existing stakes and 48 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $6.91M. The largest seller was Schroder Investment Management Group, cutting an estimated $16.1M.

  • 153 institutional investors held International Bancshares (IBOC) as of Q3 2016, down from 154 in Q2 2016.
  • Funds reported $1.11B of International Bancshares stock for Q3 2016, up 13% quarter-over-quarter.
  • 11 funds opened new International Bancshares positions in Q3 2016 and 10 closed out, a net change of +1 holder.
  • The largest International Bancshares buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $6.91M added.
  • The largest International Bancshares seller in Q3 2016 was Schroder Investment Management Group, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2016.