International Bancshares
IBOC
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.
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
2% more funds holding
Funds holding: 187 → 191 (+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: 6 → 4 (-2)
93% less call options, than puts
Call options by funds: $4K | Put options by funds: $57K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
+$13.9M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$12M |
| 3 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
+$7.05M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$3.11M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACL
Azora Capital LP
Miami,
Florida
|
-$14M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$11.2M |
| 3 |
ProShare Advisors
Bethesda,
Maryland
|
-$8.24M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$7.78M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$6.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$1.13K | -26 | -96% |
|
|
TFM
202
TFC Financial Management
Boston,
Massachusetts
| – | -$215 | -5 | 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.