International Bancshares
IBOC
151 hedge funds and large institutions have $946M invested in International Bancshares in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 72 increasing their positions, 36 reducing their positions, and 10 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 36
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
3% more funds holding
Funds holding: 146 → 151 (+5)
3% more capital invested
Capital invested by funds: $922M → $946M (+$23.5M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $204K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$13M |
| 2 |
BA
Boston Advisors
Boston,
Massachusetts
|
+$5.83M |
| 3 |
PCM
Polaris Capital Management
Boston,
Massachusetts
|
+$4.12M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.99M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$3.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$22.5M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$14.9M |
| 3 |
DVM
Dreman Value Management
West Palm Beach,
Florida
|
-$6.88M |
| 4 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$4.12M |
| 5 |
PLFAM
Pineno Levin & Ford Asset Management
Richmond,
Virginia
|
-$3.95M |
IBOC Hedge Fund Activity: Q4 2015 in Review
151 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in International Bancshares (IBOC) for Q4 2015, worth a combined $946M — up 2.6% from $922M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IBOC positions and 10 closed out — a net gain of 7 holders — while 72 added to existing stakes and 36 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $13M. The largest seller was State Street, cutting an estimated $22.5M.
- 151 institutional investors held International Bancshares (IBOC) as of Q4 2015, up from 146 in Q3 2015.
- Funds reported $946M of International Bancshares stock for Q4 2015, up 2.6% quarter-over-quarter.
- 17 funds opened new International Bancshares positions in Q4 2015 and 10 closed out, a net change of +7 holders.
- The largest International Bancshares buyer in Q4 2015 was LSV Asset Management, an estimated $13M added.
- The largest International Bancshares seller in Q4 2015 was State Street, an estimated $22.5M sold.
Based on aggregated 13F filings for Q4 2015.