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International Bancshares

168 hedge funds and large institutions have $1.55B invested in International Bancshares in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

16% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 57

10% more funds holding

Funds holding: 153168 (+15)

0.54% more ownership

Funds ownership: 58.4%58.94% (+0.54%)

0% less capital invested

Capital invested by funds: $1.55B → $1.55B (-$455K)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
168
Holders Change
+15
Holders Change %
+9.8%
% of All Funds
3.81%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
26
Increased
66
Reduced
57
Closed
10
Calls
$837K
Puts
Net Calls
+$837K
Net Calls Change
+$364K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$233M +$2.01M +49,761 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$190M -$2.57M -63,789 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$185M +$4.98M +123,545 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$94.9M -$36.3M -899,404 -27%
State Street
5
State Street
Massachusetts
$92.7M +$11.9M +295,968 +15%
Northern Trust
6
Northern Trust
Illinois
$75.7M -$1.64M -40,659 -2%
Millennium Management
7
Millennium Management
New York
$45.3M +$10.3M +255,881 +29%
PCM
8
Polaris Capital Management
Massachusetts
$40.5M +$1.74M +43,200 +4%
Victory Capital Management
9
Victory Capital Management
Texas
$38M +$590K +14,631 +2%
Norges Bank
10
Norges Bank
Norway
$36M
Prudential Financial
11
Prudential Financial
New Jersey
$36M -$156K -3,870 -0.4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$29M -$556K -13,795 -2%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$26.8M -$416K -10,307 -2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$26.7M -$674K -16,700 -2%
Charles Schwab
15
Charles Schwab
California
$21.8M +$527K +13,073 +2%
Goldman Sachs
16
Goldman Sachs
New York
$21.5M +$3.14M +77,919 +17%
FP
17
Foundry Partners
Minnesota
$15.3M +$497K +12,312 +3%
Ameriprise
18
Ameriprise
Minnesota
$13.8M +$2.04M +50,629 +17%
Morgan Stanley
19
Morgan Stanley
New York
$13.6M +$4.28M +105,998 +45%
SCM
20
SOL Capital Management
Maryland
$13M -$60.5K -1,500 -0.5%
PAM
21
Panagora Asset Management
Massachusetts
$12.5M +$627K +15,532 +5%
HW
22
Hancock Whitney
Mississippi
$11.2M -$1.23M -30,530 -10%
LSV Asset Management
23
LSV Asset Management
Illinois
$10.9M -$149K -3,700 -1%
USAA
24
United Services Automobile Association
Texas
$10.8M -$5M -124,040 -31%
BCM
25
BHZ Capital Management
California
$10.5M -$282K -7,003 -3%

IBOC Hedge Fund Activity: Q4 2017 in Review

168 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in International Bancshares (IBOC) for Q4 2017, worth a combined $1.55B — down 0.03% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IBOC positions and 10 closed out — a net gain of 16 holders — while 66 added to existing stakes and 57 trimmed.

The largest buyer was State Street, adding an estimated $11.9M. The largest seller was Wellington Management Group, cutting an estimated $36.3M.

  • 168 institutional investors held International Bancshares (IBOC) as of Q4 2017, up from 153 in Q3 2017.
  • Funds reported $1.55B of International Bancshares stock for Q4 2017, down 0.03% quarter-over-quarter.
  • 26 funds opened new International Bancshares positions in Q4 2017 and 10 closed out, a net change of +16 holders.
  • The largest International Bancshares buyer in Q4 2017 was State Street, an estimated $11.9M added.
  • The largest International Bancshares seller in Q4 2017 was Wellington Management Group, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2017.