International Bancshares
IBOC
182 hedge funds and large institutions have $1.7B invested in International Bancshares in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 77 increasing their positions, 61 reducing their positions, and 20 closing their positions.
1,276% more call options, than puts
Call options by funds: $2.16M | Put options by funds: $157K
26% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 61
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
2% more capital invested
Capital invested by funds: $1.67B → $1.7B (+$31.1M)
0.01% less ownership
Funds ownership: 63.4% → 63.39% (-0.01%)
4% less funds holding
Funds holding: 189 → 182 (-7)
20% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$11.1M |
| 2 |
State Street
Boston,
Massachusetts
|
+$9.11M |
| 3 |
JP Morgan Chase
New York
|
+$4.82M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$4.58M |
| 5 |
BlackRock
New York
|
+$4.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$12.5M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$11.7M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$5.58M |
| 4 |
EC
EJF Capital
Arlington,
Virginia
|
-$5.4M |
| 5 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
-$4.28M |
IBOC Hedge Fund Activity: Q4 2021 in Review
182 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in International Bancshares (IBOC) for Q4 2021, worth a combined $1.7B — up 1.9% from $1.67B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of IBOC and 16 opened new positions — a net loss of 4 holders — while 61 trimmed existing stakes and 77 added.
The largest buyer was Wellington Management Group, adding an estimated $11.1M. The largest seller was Bank of Montreal, cutting an estimated $12.5M.
- 182 institutional investors held International Bancshares (IBOC) as of Q4 2021, down from 189 in Q3 2021.
- Funds reported $1.7B of International Bancshares stock for Q4 2021, up 1.9% quarter-over-quarter.
- 16 funds opened new International Bancshares positions in Q4 2021 and 20 closed out, a net change of -4 holders.
- The largest International Bancshares buyer in Q4 2021 was Wellington Management Group, an estimated $11.1M added.
- The largest International Bancshares seller in Q4 2021 was Bank of Montreal, an estimated $12.5M sold.
Based on aggregated 13F filings for Q4 2021.