International Bancshares
IBOC
140 hedge funds and large institutions have $952M invested in International Bancshares in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
46% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 39
4% more funds holding
Funds holding: 134 → 140 (+6)
1% less capital invested
Capital invested by funds: $963M → $952M (-$11M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $36K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$12.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.02M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$4.41M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.15M |
| 5 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$4.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
-$19.5M |
| 2 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
-$4.07M |
| 3 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$3.69M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$2.44M |
| 5 |
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
|
-$2.39M |
IBOC Hedge Fund Activity: Q1 2015 in Review
140 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in International Bancshares (IBOC) for Q1 2015, worth a combined $952M — down 1.1% from $963M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IBOC positions and 10 closed out — a net gain of 7 holders — while 57 added to existing stakes and 39 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $12.6M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $19.5M sold.
- 140 institutional investors held International Bancshares (IBOC) as of Q1 2015, up from 134 in Q4 2014.
- Funds reported $952M of International Bancshares stock for Q1 2015, down 1.1% quarter-over-quarter.
- 17 funds opened new International Bancshares positions in Q1 2015 and 10 closed out, a net change of +7 holders.
- The largest International Bancshares buyer in Q1 2015 was Schroder Investment Management Group, an estimated $12.6M added.
- The largest International Bancshares seller in Q1 2015 was Basswood Capital Management, an estimated $19.5M sold.
Based on aggregated 13F filings for Q1 2015.