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International Bancshares

171 hedge funds and large institutions have $1.26B invested in International Bancshares in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

20% more capital invested

Capital invested by funds: $1.05B → $1.26B (+$209M)

6% more funds holding

Funds holding: 161171 (+10)

2.4% more ownership

Funds ownership: 59.61%62.01% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

24% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 72

Holders
171
Holders Change
+10
Holders Change %
+6.21%
% of All Funds
3.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
26
Increased
55
Reduced
72
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$202M -$6.63M -230,661 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$188M -$52.9K -1,838 -0%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$153M -$622K -21,631 -0.5%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$66.7M +$5.65M +196,348 +10%
State Street
5
State Street
Massachusetts
$62.1M -$1.79M -62,412 -3%
PCM
6
Polaris Capital Management
Massachusetts
$40.2M -$486K -16,900 -1%
Northern Trust
7
Northern Trust
Illinois
$39.1M -$355K -12,329 -1%
Charles Schwab
8
Charles Schwab
California
$31.8M +$11.1M +385,188 +63%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$30.7M -$683K -23,759 -2%
Goldman Sachs
10
Goldman Sachs
New York
$28.9M +$4.52M +157,023 +21%
Norges Bank
11
Norges Bank
Norway
$28.1M +$409K +14,229 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$24.7M +$60.6K +2,106 +0.3%
LSV Asset Management
13
LSV Asset Management
Illinois
$15.8M -$313K -10,900 -2%
TS
14
Tamar Securities
California
$14.9M +$13.4M +466,054 New
WHG
15
Westwood Holdings Group
Texas
$13.2M +$11.8M +411,508 New
RP
16
Reinhart Partners
Wisconsin
$12.8M +$1.35M +47,000 +13%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$12.1M -$198K -6,900 -2%
PAM
18
Panagora Asset Management
Massachusetts
$11.3M +$1.02M +35,522 +11%
SCM
19
SOL Capital Management
Maryland
$10.5M
BCM
20
BHZ Capital Management
California
$9.01M -$230K -8,000 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
21
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.57M -$1.54M -53,600 -17%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$8.56M +$957K +33,288 +12%
N
23
Nuveen
North Carolina
$8.05M +$479K +16,664 +7%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$7.95M -$1.94M -67,562 -21%
ProShare Advisors
25
ProShare Advisors
Maryland
$7.92M +$6.85M +238,231 +2,656%

IBOC Hedge Fund Activity: Q2 2020 in Review

171 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in International Bancshares (IBOC) for Q2 2020, worth a combined $1.26B — up 20% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IBOC positions and 15 closed out — a net gain of 11 holders — while 55 added to existing stakes and 72 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $11.8M. The largest seller was Millennium Management, cutting an estimated $8.62M.

  • 171 institutional investors held International Bancshares (IBOC) as of Q2 2020, up from 161 in Q1 2020.
  • Funds reported $1.26B of International Bancshares stock for Q2 2020, up 20% quarter-over-quarter.
  • 26 funds opened new International Bancshares positions in Q2 2020 and 15 closed out, a net change of +11 holders.
  • The largest International Bancshares buyer in Q2 2020 was Westwood Holdings Group, an estimated $11.8M added.
  • The largest International Bancshares seller in Q2 2020 was Millennium Management, an estimated $8.62M sold.

Based on aggregated 13F filings for Q2 2020.