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International Bancshares

191 hedge funds and large institutions have $1.8B invested in International Bancshares in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 82 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

2% more funds holding

Funds holding: 187191 (+4)

2% more capital invested

Capital invested by funds: $1.76B → $1.8B (+$41.6M)

0.57% less ownership

Funds ownership: 66.24%65.67% (-0.57%)

20% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 82

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

93% less call options, than puts

Call options by funds: $4K | Put options by funds: $57K

Holders
191
Holders Change
+4
Holders Change %
+2.14%
% of All Funds
3%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
17
Increased
66
Reduced
82
Closed
12
Calls
$4K
Puts
$57K
Net Calls
-$53K
Net Calls Change
-$27K
Name Holding Trade Value Shares
Change
Change in
Stake
PVH
176
Psagot Value Holdings
Israel
$8K +$4.35K +100 +141%
Bessemer Group
177
Bessemer Group
New Jersey
$6K +$1.74K +40 +44%
GWS
178
Glassman Wealth Services
Virginia
$5.39K
JWA
179
JFS Wealth Advisors
Pennsylvania
$2.65K
MPWT
180
MassMutual Private Wealth & Trust
Connecticut
$1.59K
FGAM
181
Financial Gravity Asset Management
Texas
$1.33K +$43 +1 +2%
FMII
182
Farmers & Merchants Investments Inc
Nebraska
$1.06K
FCAG
183
First Capital Advisors Group
New Jersey
$1.02K +$1K +23 New
MFT
184
Moisand Fitzgerald Tamayo
Florida
$929
DI
185
Disciplined Investments
Oklahoma
$707 +$43 +1 +7%
SIC
186
SJS Investment Consulting
Ohio
$575
NA
187
NewEdge Advisors
Louisiana
$398
CA
188
Crewe Advisors
Utah
$221 +$217 +5 New
TWP
189
TFO Wealth Partners
Ohio
$177
SDIC
190
South Dakota Investment Council
South Dakota
-$2.83M -65,973 Closed
SEI Investments
191
SEI Investments
Pennsylvania
-$1.77M -41,340 Closed
E
192
Ergoteles
New York
-$968K -22,600 Closed
Aviva
193
Aviva
United Kingdom
-$911K -21,270 Closed
SFI
194
Susquehanna Fundamental Investments
Pennsylvania
-$563K -13,150 Closed
AIM
195
ARGA Investment Management
Connecticut
-$535K -12,485 Closed
SG Americas Securities
196
SG Americas Securities
New York
-$397K -9,268 Closed
Bank of Nova Scotia
197
Bank of Nova Scotia
Ontario, Canada
-$203K -4,740 Closed
TWA
198
TCI Wealth Advisors
Arizona
-$6.98K -163 Closed
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
-$3.78K -87 -94%
SC
200
Schubert & Co
Texas
-$1.67K -39 Closed

IBOC Hedge Fund Activity: Q2 2023 in Review

191 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in International Bancshares (IBOC) for Q2 2023, worth a combined $1.8B — up 2.4% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBOC positions and 12 closed out — a net gain of 5 holders — while 66 added to existing stakes and 82 trimmed.

The largest buyer was North Reef Capital Management, adding an estimated $13.9M. The largest seller was Azora Capital LP, cutting an estimated $14M.

  • 191 institutional investors held International Bancshares (IBOC) as of Q2 2023, up from 187 in Q1 2023.
  • Funds reported $1.8B of International Bancshares stock for Q2 2023, up 2.4% quarter-over-quarter.
  • 17 funds opened new International Bancshares positions in Q2 2023 and 12 closed out, a net change of +5 holders.
  • The largest International Bancshares buyer in Q2 2023 was North Reef Capital Management, an estimated $13.9M added.
  • The largest International Bancshares seller in Q2 2023 was Azora Capital LP, an estimated $14M sold.

Based on aggregated 13F filings for Q2 2023.