International Bancshares
IBOC
185 hedge funds and large institutions have $1.76B invested in International Bancshares in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 60 increasing their positions, 78 reducing their positions, and 19 closing their positions.
1,221% more call options, than puts
Call options by funds: $806K | Put options by funds: $61K
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
0.32% less ownership
Funds ownership: 65.67% → 65.35% (-0.32%)
2% less capital invested
Capital invested by funds: $1.8B → $1.76B (-$44.7M)
3% less funds holding
Funds holding: 191 → 185 (-6)
16% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 19
23% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 78
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACL
Azora Capital LP
Miami,
Florida
|
+$20.7M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$5.83M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$4.78M |
| 4 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$4.24M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$2.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$21.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$16.2M |
| 3 |
PCM
Polaris Capital Management
Boston,
Massachusetts
|
-$15.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.9M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.77M |
IBOC Hedge Fund Activity: Q3 2023 in Review
185 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in International Bancshares (IBOC) for Q3 2023, worth a combined $1.76B — down 2.5% from $1.8B a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of IBOC and 16 opened new positions — a net loss of 3 holders — while 78 trimmed existing stakes and 60 added.
The largest buyer was Azora Capital LP, adding an estimated $20.7M. The largest seller was Wellington Management Group, cutting an estimated $21.8M.
- 185 institutional investors held International Bancshares (IBOC) as of Q3 2023, down from 191 in Q2 2023.
- Funds reported $1.76B of International Bancshares stock for Q3 2023, down 2.5% quarter-over-quarter.
- 16 funds opened new International Bancshares positions in Q3 2023 and 19 closed out, a net change of -3 holders.
- The largest International Bancshares buyer in Q3 2023 was Azora Capital LP, an estimated $20.7M added.
- The largest International Bancshares seller in Q3 2023 was Wellington Management Group, an estimated $21.8M sold.
Based on aggregated 13F filings for Q3 2023.