International Bancshares
IBOC
171 hedge funds and large institutions have $1.26B invested in International Bancshares in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 72 reducing their positions, and 15 closing their positions.
73% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 15
20% more capital invested
Capital invested by funds: $1.05B → $1.26B (+$209M)
6% more funds holding
Funds holding: 161 → 171 (+10)
2.4% more ownership
Funds ownership: 59.61% → 62.01% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
24% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 72
Top Buyers
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$11.8M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$11.1M |
| 3 |
ProShare Advisors
Bethesda,
Maryland
|
+$6.85M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$5.65M |
| 5 |
Goldman Sachs
New York
|
+$4.52M |
Top Sellers
| 1 |
Millennium Management
New York
|
-$8.62M |
| 2 |
BlackRock
New York
|
-$6.63M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$5.86M |
| 4 |
Renaissance Technologies
New York
|
-$5.4M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$5.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MERSOM
176
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| – | -$286K | -10,630 | Closed |
|
177
Marshall Wace
London,
United Kingdom
| – | -$278K | -10,324 | Closed |
|
|
MWNA
178
Marshall Wace North America
New York
| – | -$266K | -9,856 | Closed |
|
|
AB
179
Amalgamated Bank
New York
| – | -$245K | -9,115 | Closed |
|
180
Envestnet Asset Management
Chicago,
Illinois
| – | -$220K | -8,186 | Closed |
|
|
RMC
181
Resources Management Corp
West Hartford,
Connecticut
| – | -$134K | -5,000 | Closed |
|
|
IUHSA
182
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| – | -$53K | -1,980 | Closed |
|
|
HNB
183
Huntington National Bank
Columbus,
Ohio
| – | -$38K | -1,420 | Closed |
|
|
AL
184
AJO LP
Philadelphia,
Pennsylvania
| – | -$29K | -1,102 | Closed |
|
|
OAM
185
Oppenheimer Asset Management
New York
| – | -$8K | -284 | Closed |
|
|
PA
186
Parallel Advisors
San Francisco,
California
| – | -$1.44K | -50 | -65% |
|
IBOC Hedge Fund Activity: Q2 2020 in Review
171 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in International Bancshares (IBOC) for Q2 2020, worth a combined $1.26B — up 20% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IBOC positions and 15 closed out — a net gain of 11 holders — while 55 added to existing stakes and 72 trimmed.
The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $11.8M. The largest seller was Millennium Management, cutting an estimated $8.62M.
- 171 institutional investors held International Bancshares (IBOC) as of Q2 2020, up from 161 in Q1 2020.
- Funds reported $1.26B of International Bancshares stock for Q2 2020, up 20% quarter-over-quarter.
- 26 funds opened new International Bancshares positions in Q2 2020 and 15 closed out, a net change of +11 holders.
- The largest International Bancshares buyer in Q2 2020 was Westwood Holdings Group, an estimated $11.8M added.
- The largest International Bancshares seller in Q2 2020 was Millennium Management, an estimated $8.62M sold.
Based on aggregated 13F filings for Q2 2020.