International Bancshares
IBOC
195 hedge funds and large institutions have $1.69B invested in International Bancshares in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 56 increasing their positions, 78 reducing their positions, and 15 closing their positions.
140% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 15
11% more funds holding
Funds holding: 175 → 195 (+20)
0.41% more ownership
Funds ownership: 66.18% → 66.58% (+0.41%)
4% less capital invested
Capital invested by funds: $1.75B → $1.69B (-$61.8M)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
28% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 78
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
+$37.5M |
| 2 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$24.2M |
| 3 |
BlackRock
New York
|
+$16.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$9.61M |
| 5 |
State Street
Boston,
Massachusetts
|
+$5.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACL
Azora Capital LP
Miami,
Florida
|
-$17.4M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$16.5M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$13.6M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$9.85M |
| 5 |
Goldman Sachs
New York
|
-$7.93M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
SEI Investments
Oaks,
Pennsylvania
| – | -$316K | -7,438 | Closed |
|
|
VI
202
Versor Investments
New York
| – | -$217K | -5,100 | Closed |
|
203
Jane Street
New York
| – | -$203K | -4,766 | Closed |
|
204
Amundi
Paris,
France
| – | -$88K | -2,003 | Closed |
|
|
HGERS
205
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$44K | -1,045 | Closed |
|
|
MAM
206
Meeder Asset Management
Dublin,
Ohio
| – | -$42K | -982 | Closed |
|
207
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$63K | -583 | Closed |
|
|
WT
208
Whittier Trust
South Pasadena,
California
| – | -$5K | -125 | Closed |
|
|
EW
209
Evoke Wealth
Los Angeles,
California
| – | -$4K | -100 | Closed |
|
|
CAL
210
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | +$13.7K | +285 | New |
|
IBOC Hedge Fund Activity: Q4 2022 in Review
195 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in International Bancshares (IBOC) for Q4 2022, worth a combined $1.69B — down 3.5% from $1.75B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IBOC positions and 15 closed out — a net gain of 21 holders — while 56 added to existing stakes and 78 trimmed.
The largest buyer was North Reef Capital Management, adding an estimated $37.5M. The largest seller was Azora Capital LP, cutting an estimated $17.4M.
- 195 institutional investors held International Bancshares (IBOC) as of Q4 2022, up from 175 in Q3 2022.
- Funds reported $1.69B of International Bancshares stock for Q4 2022, down 3.5% quarter-over-quarter.
- 36 funds opened new International Bancshares positions in Q4 2022 and 15 closed out, a net change of +21 holders.
- The largest International Bancshares buyer in Q4 2022 was North Reef Capital Management, an estimated $37.5M added.
- The largest International Bancshares seller in Q4 2022 was Azora Capital LP, an estimated $17.4M sold.
Based on aggregated 13F filings for Q4 2022.