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International Bancshares

180 hedge funds and large institutions have $1.73B invested in International Bancshares in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

13% more capital invested

Capital invested by funds: $1.54B → $1.73B (+$193M)

5% more funds holding

Funds holding: 172180 (+8)

1.03% more ownership

Funds ownership: 60.68%61.71% (+1%)

20% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 69

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
180
Holders Change
+8
Holders Change %
+4.65%
% of All Funds
3.55%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
25
Increased
55
Reduced
69
Closed
12
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
-$598K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$290M +$1.46M +35,149 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$242M -$140K -3,375 -0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$207M -$2.71M -65,468 -1%
State Street
4
State Street
Massachusetts
$84.8M +$491K +11,850 +0.6%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$79.2M -$8.11M -195,580 -10%
PCM
6
Polaris Capital Management
Massachusetts
$55M +$1.71M +41,207 +3%
Northern Trust
7
Northern Trust
Illinois
$53.2M -$681K -16,429 -1%
Millennium Management
8
Millennium Management
New York
$45.6M -$12M -290,386 -22%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$40.6M +$664K +16,008 +2%
Norges Bank
10
Norges Bank
Norway
$37.8M
Goldman Sachs
11
Goldman Sachs
New York
$35M +$2.53M +61,057 +8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$33.9M +$2.47M +59,524 +8%
Charles Schwab
13
Charles Schwab
California
$25.2M -$917K -22,116 -4%
PAM
14
Panagora Asset Management
Massachusetts
$23.1M +$2.23M +53,884 +11%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$19.6M -$1.34M -32,378 -7%
AQR Capital Management
16
AQR Capital Management
Connecticut
$18.8M -$748K -18,050 -4%
LSV Asset Management
17
LSV Asset Management
Illinois
$18.6M +$17M +409,558 +1,931%
ACL
18
Azora Capital LP
Florida
$15.6M +$12M +289,355 +397%
Prudential Financial
19
Prudential Financial
New Jersey
$15.5M -$5.5M -132,617 -27%
FP
20
Foundry Partners
Minnesota
$14.4M +$1.65M +39,714 +14%
SCM
21
SOL Capital Management
Maryland
$14.1M
BCM
22
BHZ Capital Management
California
$13.7M -$909K -21,940 -6%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$13.4M +$6.79M +163,834 +112%
Grantham, Mayo, Van Otterloo & Co (GMO)
24
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$13.3M +$49.7K +1,200 +0.4%
Ameriprise
25
Ameriprise
Minnesota
$13.3M -$625K -15,076 -5%

IBOC Hedge Fund Activity: Q4 2019 in Review

180 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in International Bancshares (IBOC) for Q4 2019, worth a combined $1.73B — up 13% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBOC positions and 12 closed out — a net gain of 13 holders — while 55 added to existing stakes and 69 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $17M. The largest seller was Millennium Management, cutting an estimated $12M.

  • 180 institutional investors held International Bancshares (IBOC) as of Q4 2019, up from 172 in Q3 2019.
  • Funds reported $1.73B of International Bancshares stock for Q4 2019, up 13% quarter-over-quarter.
  • 25 funds opened new International Bancshares positions in Q4 2019 and 12 closed out, a net change of +13 holders.
  • The largest International Bancshares buyer in Q4 2019 was LSV Asset Management, an estimated $17M added.
  • The largest International Bancshares seller in Q4 2019 was Millennium Management, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2019.