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Independent Bank

280 hedge funds and large institutions have $1.76B invested in Independent Bank in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 92 increasing their positions, 104 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $15K | Put options by funds: $10K

26% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 31

2% more funds holding

Funds holding: 275280 (+5)

0.44% more ownership

Funds ownership: 81.24%81.68% (+0.44%)

2% less capital invested

Capital invested by funds: $1.8B → $1.76B (-$36.7M)

12% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 104

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
280
Holders Change
+5
Holders Change %
+1.82%
% of All Funds
4.04%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
92
Reduced
104
Closed
31
Calls
$15K
Puts
$10K
Net Calls
+$5K
Net Calls Change
+$30K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Smartleaf Asset Management
Massachusetts
$28.9K +$30.3K +605 New
AssetMark Inc
227
AssetMark Inc
California
$27.3K
Ohio Public Employees Retirement System (OPERS)
228
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.9K +$1.75K +35 +7%
Nomura Asset Management
229
Nomura Asset Management
Japan
$24.9K
DJSG
230
D.J. St. Germain
Massachusetts
$23.8K +$5K +100 +27%
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$22.1K -$3.85K -77 -15%
CH
232
Canton Hathaway
Rhode Island
$22K
SPIA
233
Steward Partners Investment Advisory
New York
$18.3K +$150 +3 +0.8%
AAG
234
Armstrong Advisory Group
Massachusetts
$18K
PSB
235
Piscataqua Savings Bank
New Hampshire
$17.3K
MPWT
236
MassMutual Private Wealth & Trust
Connecticut
$16.6K -$550 -11 -3%
RA
237
Rise Advisors
New York
$15.5K +$200 +4 +1%
RTC
238
Riverview Trust Company
Washington
$15.3K
VCM
239
Versant Capital Management
Arizona
$13.8K +$2.7K +54 +25%
QL
240
Quarry LP
New York
$13.2K +$3.75K +75 +40%
VNA
241
Valley National Advisers
Pennsylvania
$11K
GRP
242
Global Retirement Partners
California
$10.8K +$8K +160 +308%
FHA
243
First Horizon Advisors
Tennessee
$8.22K
C
244
Covestor
United Kingdom
$8K -$100 -2 -1%
TAM
245
Tucker Asset Management
Colorado
$7.17K +$50 +1 +0.7%
HNB
246
Huntington National Bank
Ohio
$6.9K +$200 +4 +3%
AF
247
Allworth Financial
California
$6.27K -$22.1K -442 -80%
SWA
248
SOA Wealth Advisors
New York
$6.03K +$100 +2 +2%
PTC
249
Private Trust Company
Ohio
$5.78K -$550 -11 -9%
EWA
250
EverSource Wealth Advisors
Alabama
$5.13K -$8.35K -167 -68%

INDB Hedge Fund Activity: Q2 2024 in Review

280 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q2 2024, worth a combined $1.76B — down 2% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new INDB positions and 31 closed out — a net gain of 8 holders — while 92 added to existing stakes and 104 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $17.1M. The largest seller was Nuance Investments, cutting an estimated $25.5M.

  • 280 institutional investors held Independent Bank (INDB) as of Q2 2024, up from 275 in Q1 2024.
  • Funds reported $1.76B of Independent Bank stock for Q2 2024, down 2% quarter-over-quarter.
  • 39 funds opened new Independent Bank positions in Q2 2024 and 31 closed out, a net change of +8 holders.
  • The largest Independent Bank buyer in Q2 2024 was Victory Capital Management, an estimated $17.1M added.
  • The largest Independent Bank seller in Q2 2024 was Nuance Investments, an estimated $25.5M sold.

Based on aggregated 13F filings for Q2 2024.