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Independent Bank

251 hedge funds and large institutions have $3.19B invested in Independent Bank in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 85 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 77

0.57% more ownership

Funds ownership: 83.34%83.92% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $3.2B → $3.19B (-$9.37M)

3% less funds holding

Funds holding: 258251 (-7)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
251
Holders Change
-7
Holders Change %
-2.71%
% of All Funds
3.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
85
Reduced
77
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
226
TCI Wealth Advisors
Arizona
$8K +$5.4K +64 +183%
ST
227
Smithfield Trust
Pennsylvania
$7K
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$6K
SPIA
229
Steward Partners Investment Advisory
New York
$6K
TFO
230
Tarbox Family Office
California
$5K
APA
231
American Portfolios Advisors
New York
$4.98K
PA
232
Parallel Advisors
California
$4K -$24.8K -294 -85%
GWSG
233
GPS Wealth Strategies Group
Colorado
$4K
MCM
234
Manchester Capital Management
Vermont
$3K
STCOSD
235
Sageworth Trust Company of South Dakota
South Dakota
$2K -$8.28K -98 -82%
FF
236
FourThought Financial
Florida
$2K
PFGIA
237
Patriot Financial Group Insurance Agency
Massachusetts
$2K
JWA
238
JFS Wealth Advisors
Pennsylvania
$2K +$1.18K +14 +156%
CCM
239
Covington Capital Management
California
$2K +$1.77K +21 New
C
240
Covestor
United Kingdom
$1K -$760 -9 -50%
HR
241
Howe & Rusling
New York
$1K -$338 -4 -21%
CWP
242
Concord Wealth Partners
Virginia
$1K
AAP
243
Arax Advisory Partners
Colorado
$1K +$338 +4 +50%
DI
244
Disciplined Investments
Oklahoma
$1K +$591 +7 New
NIC
245
Northwest Investment Counselors
Oregon
$1K +$591 +7 New
CI
246
Cordant Inc
Oregon
$1K +$1.1K +13 New
GRP
247
Global Retirement Partners
California
$1K +$1.52K +18 New
N
248
Natixis
France
-$2.45M -30,000 Closed
AWM
249
Aries Wealth Management
Maine
-$1.85M -22,690 Closed
Toronto Dominion Bank
250
Toronto Dominion Bank
Ontario, Canada
-$1.24M -15,245 Closed

INDB Hedge Fund Activity: Q1 2022 in Review

251 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q1 2022, worth a combined $3.19B — down 0.29% from $3.2B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of INDB and 19 opened new positions — a net loss of 5 holders — while 77 trimmed existing stakes and 85 added.

The largest buyer was Vanguard Group, adding an estimated $18.2M. The largest seller was Deutsche Bank, cutting an estimated $17.8M.

  • 251 institutional investors held Independent Bank (INDB) as of Q1 2022, down from 258 in Q4 2021.
  • Funds reported $3.19B of Independent Bank stock for Q1 2022, down 0.29% quarter-over-quarter.
  • 19 funds opened new Independent Bank positions in Q1 2022 and 24 closed out, a net change of -5 holders.
  • The largest Independent Bank buyer in Q1 2022 was Vanguard Group, an estimated $18.2M added.
  • The largest Independent Bank seller in Q1 2022 was Deutsche Bank, an estimated $17.8M sold.

Based on aggregated 13F filings for Q1 2022.