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International Bancshares

198 hedge funds and large institutions have $2.45B invested in International Bancshares in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $2.25B → $2.45B (+$204M)

3.57% more ownership

Funds ownership: 66.6%70.18% (+3.6%)

9% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 69

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1% less funds holding

Funds holding: 200198 (-2)

Holders
198
Holders Change
-2
Holders Change %
-1%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
75
Reduced
69
Closed
17
Calls
$118K
Puts
Net Calls
+$118K
Net Calls Change
-$501K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$378M -$6.71M -126,358 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$367M +$8.08M +152,165 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$218M -$1.56M -29,332 -0.8%
State Street
4
State Street
Massachusetts
$135M -$884K -16,656 -0.7%
Northern Trust
5
Northern Trust
Illinois
$134M +$82.5M +1,553,590 +186%
Charles Schwab
6
Charles Schwab
California
$109M +$21.1M +397,791 +26%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$84.9M -$14.5M -273,542 -15%
BTW
8
Boston Trust Walden
Massachusetts
$81.9M +$23.2M +437,592 +43%
NRCM
9
North Reef Capital Management
California
$79.7M +$12.7M +238,750 +20%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$71.5M +$2.4M +45,182 +4%
First Trust Advisors
11
First Trust Advisors
Illinois
$49M +$11.7M +220,358 +34%
American Century Companies
12
American Century Companies
Missouri
$45.9M +$7.63M +143,740 +21%
PCM
13
Polaris Capital Management
Massachusetts
$41M -$4.56M -85,800 -11%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$39.2M -$1.43M -26,856 -4%
RP
15
Reinhart Partners
Wisconsin
$36M +$1M +18,911 +3%
Goldman Sachs
16
Goldman Sachs
New York
$34.6M +$7.54M +142,061 +30%
ACL
17
Azora Capital LP
Florida
$33.6M +$2.47M +46,561 +8%
Norges Bank
18
Norges Bank
Norway
$32.4M -$721K -13,584 -2%
TS
19
Tamar Securities
California
$32.1M -$95.8K -1,804 -0.3%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$27.6M +$828K +15,596 +3%
N
21
Nuveen
North Carolina
$26.4M -$6.69M -126,059 -21%
Invesco
22
Invesco
Georgia
$25.4M +$5.15M +97,024 +27%
Morgan Stanley
23
Morgan Stanley
New York
$19.7M -$23.5M -442,326 -56%
PAM
24
Panagora Asset Management
Massachusetts
$18.3M +$268K +5,046 +2%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$14.5M +$2.02M +37,976 +17%

IBOC Hedge Fund Activity: Q1 2024 in Review

198 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in International Bancshares (IBOC) for Q1 2024, worth a combined $2.45B — up 9.1% from $2.25B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IBOC and 16 opened new positions — a net loss of 1 holder — while 69 trimmed existing stakes and 75 added.

The largest buyer was Northern Trust, adding an estimated $82.5M. The largest seller was Morgan Stanley, cutting an estimated $23.5M.

  • 198 institutional investors held International Bancshares (IBOC) as of Q1 2024, down from 200 in Q4 2023.
  • Funds reported $2.45B of International Bancshares stock for Q1 2024, up 9.1% quarter-over-quarter.
  • 16 funds opened new International Bancshares positions in Q1 2024 and 17 closed out, a net change of -1 holder.
  • The largest International Bancshares buyer in Q1 2024 was Northern Trust, an estimated $82.5M added.
  • The largest International Bancshares seller in Q1 2024 was Morgan Stanley, an estimated $23.5M sold.

Based on aggregated 13F filings for Q1 2024.