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International Bancshares

179 hedge funds and large institutions have $1.84B invested in International Bancshares in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

435% more call options, than puts

Call options by funds: $246K | Put options by funds: $46K

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

26% more capital invested

Capital invested by funds: $1.47B → $1.84B (+$377M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more funds holding

Funds holding: 166179 (+13)

0.83% more ownership

Funds ownership: 62.06%62.89% (+0.83%)

38% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 79

Holders
179
Holders Change
+13
Holders Change %
+7.83%
% of All Funds
3.14%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
49
Reduced
79
Closed
14
Calls
$246K
Puts
$46K
Net Calls
+$200K
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$311M +$20.8M +473,677 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$276M +$5.13M +116,929 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$206M -$5.81M -132,337 -3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$96M +$9.16M +208,612 +11%
State Street
5
State Street
Massachusetts
$90.5M +$6.52M +148,504 +8%
PCM
6
Polaris Capital Management
Massachusetts
$62.1M -$6.35M -144,500 -10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$49.3M +$3.93M +89,531 +9%
Charles Schwab
8
Charles Schwab
California
$48.4M -$2.4M -54,593 -5%
Northern Trust
9
Northern Trust
Illinois
$44.5M -$8.67M -197,448 -17%
ACL
10
Azora Capital LP
Florida
$40.3M +$8.2M +186,800 +27%
Goldman Sachs
11
Goldman Sachs
New York
$39.3M -$6.87M -156,389 -16%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$35.2M -$484K -11,033 -1%
Norges Bank
13
Norges Bank
Norway
$24.7M -$11M -250,190 -32%
WHG
14
Westwood Holdings Group
Texas
$24.3M +$699K +15,911 +3%
TS
15
Tamar Securities
California
$23M +$415K +9,462 +2%
RP
16
Reinhart Partners
Wisconsin
$21.9M +$2.21M +50,433 +12%
KCM
17
Kennedy Capital Management
Missouri
$18.7M +$17.7M +403,323 New
LSV Asset Management
18
LSV Asset Management
Illinois
$17.7M -$2.39M -54,500 -12%
PAM
19
Panagora Asset Management
Massachusetts
$17.1M +$1.71M +38,877 +12%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$15.6M +$5.92M +134,816 +67%
N
21
Nuveen
North Carolina
$15.5M +$336K +7,656 +2%
SCM
22
SOL Capital Management
Maryland
$15.2M
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$14.7M -$481K -10,961 -3%
ProShare Advisors
24
ProShare Advisors
Maryland
$12M -$367K -8,365 -3%
JP Morgan Chase
25
JP Morgan Chase
New York
$11.1M +$2.61M +59,391 +33%

IBOC Hedge Fund Activity: Q1 2021 in Review

179 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in International Bancshares (IBOC) for Q1 2021, worth a combined $1.84B — up 26% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBOC positions and 14 closed out — a net gain of 14 holders — while 49 added to existing stakes and 79 trimmed.

The largest buyer was BlackRock, adding an estimated $20.8M. The largest seller was Norges Bank, cutting an estimated $11M.

  • 179 institutional investors held International Bancshares (IBOC) as of Q1 2021, up from 166 in Q4 2020.
  • Funds reported $1.84B of International Bancshares stock for Q1 2021, up 26% quarter-over-quarter.
  • 28 funds opened new International Bancshares positions in Q1 2021 and 14 closed out, a net change of +14 holders.
  • The largest International Bancshares buyer in Q1 2021 was BlackRock, an estimated $20.8M added.
  • The largest International Bancshares seller in Q1 2021 was Norges Bank, an estimated $11M sold.

Based on aggregated 13F filings for Q1 2021.