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.
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)
Top Buyers
| 1 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
+$7.09M |
| 2 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
+$5.46M |
| 3 |
CIM
Calvert Investment Management
Bethesda,
Maryland
|
+$3.58M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.56M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$2.37M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Simplex Trading
Chicago,
Illinois
| $3K | +$3.85K | +147 | New |
|
|
WCBA
152
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| $2K | – | – | – |
|
|
S
153
SignatureFD
Atlanta,
Georgia
| $2K | +$1.68K | +64 | New |
|
154
SEI Investments
Oaks,
Pennsylvania
| $1K | -$105 | -4 | -8% |
|
|
DVM
155
Dreman Value Management
West Palm Beach,
Florida
| – | -$6.81M | -276,335 | Closed |
|
|
BA
156
Boston Advisors
Boston,
Massachusetts
| – | -$4.96M | -201,348 | Closed |
|
|
RA
157
Rational Advisors
Huntington,
New York
| – | -$617K | -25,000 | Closed |
|
158
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$276K | -11,200 | Closed |
|
|
CCMH
159
Cornerstone Capital Management Holdings
New York
| – | -$131K | -5,324 | Closed |
|
|
AP
160
Advisors Preferred
Rockville,
Maryland
| – | -$22K | -876 | Closed |
|
|
CCA
161
Checchi Capital Advisers
Beverly Hills,
California
| – | -$17K | -681 | Closed |
|
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.