International Bancshares
IBOC
168 hedge funds and large institutions have $1.55B invested in International Bancshares in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 10 closing their positions.
160% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 10
16% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 57
10% more funds holding
Funds holding: 153 → 168 (+15)
0.54% more ownership
Funds ownership: 58.4% → 58.94% (+0.54%)
0% less capital invested
Capital invested by funds: $1.55B → $1.55B (-$455K)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$11.9M |
| 2 |
Millennium Management
New York
|
+$10.3M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$7.1M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$6.13M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$36.3M |
| 2 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$6.12M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$5M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$4.07M |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$3.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Axa
Paris,
France
| – | -$268K | -6,685 | Closed |
|
|
STA
177
Summit Trail Advisors
New York
| – | +$282 | +7 | New |
|
|
LFA
178
Legacy Financial Advisors
Covington,
Kentucky
| – | +$645 | +16 | New |
|
IBOC Hedge Fund Activity: Q4 2017 in Review
168 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in International Bancshares (IBOC) for Q4 2017, worth a combined $1.55B — down 0.03% from $1.55B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IBOC positions and 10 closed out — a net gain of 16 holders — while 66 added to existing stakes and 57 trimmed.
The largest buyer was State Street, adding an estimated $11.9M. The largest seller was Wellington Management Group, cutting an estimated $36.3M.
- 168 institutional investors held International Bancshares (IBOC) as of Q4 2017, up from 153 in Q3 2017.
- Funds reported $1.55B of International Bancshares stock for Q4 2017, down 0.03% quarter-over-quarter.
- 26 funds opened new International Bancshares positions in Q4 2017 and 10 closed out, a net change of +16 holders.
- The largest International Bancshares buyer in Q4 2017 was State Street, an estimated $11.9M added.
- The largest International Bancshares seller in Q4 2017 was Wellington Management Group, an estimated $36.3M sold.
Based on aggregated 13F filings for Q4 2017.