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Independent Bank
INDB

273 hedge funds and large institutions have $3.05B invested in Independent Bank in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 79 increasing their positions, 87 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

612% more call options, than puts

Call options by funds: $363K | Put options by funds: $51K

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

9% more capital invested

Capital invested by funds: $2.8B → $3.05B (+$243M)

6% more funds holding

Funds holding: 258 → 273 (+15)

0.44% more ownership

Funds ownership: 82.05% → 82.49% (+0.44%)

9% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 87

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
273
Holders Change
+15
Holders Change %
+5.81%
% of All Funds
4.39%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
37
Increased
79
Reduced
87
Closed
16
Calls
$363K
Puts
$51K
Net Calls
+$312K
Net Calls Change
+$752K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$58.3M
2
NI
Nuance Investments
Missouri
+$22.9M
3
LI
Leeward Investments
Massachusetts
+$21.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$20.1M
5
Deutsche Bank
Deutsche Bank
Germany
+$13M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$21.9M
2
CCM
Channing Capital Management
Illinois
-$14.2M
3
American Century Companies
American Century Companies
Missouri
-$13.1M
4
State Street
State Street
Massachusetts
-$10.1M
5
JP Morgan Chase
JP Morgan Chase
New York
-$7.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
251
Belpointe Asset Management
Nevada
$4.22K +$4.24K +50 New
MAM
252
Meeder Asset Management
Ohio
$3.97K +$2.97K +35 +292%
GRP
253
Global Retirement Partners
California
$3.63K – – –
JWA
254
JFS Wealth Advisors
Pennsylvania
$3.04K +$170 +2 +6%
PPC
255
Park Place Capital
Alabama
$3K +$3.22K +38 New
FMII
256
Farmers & Merchants Investments Inc
Nebraska
$2.87K +$254 +3 +10%
PA
257
Parallel Advisors
California
$2.7K – – –
MCM
258
Manchester Capital Management
Vermont
$2.53K – – –
ASN
259
Advisory Services Network
Georgia
$2.28K +$2.29K +27 New
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$2K +$2.04K +24 New
HCP
261
Hexagon Capital Partners
Arkansas
$1.69K +$594 +7 +54%
SC
262
Schubert & Co
Texas
$1.18K -$170 -2 -13%
AAP
263
Arax Advisory Partners
Colorado
$1.01K – – –
SIC
264
SJS Investment Consulting
Ohio
$1.01K +$424 +5 +71%
DI
265
Disciplined Investments
Oklahoma
$760 +$170 +2 +29%
PFPT
266
Pinnacle Financial Partners (Tennessee)
Tennessee
$675 +$678 +8 New
Point72 Asset Management
267
Point72 Asset Management
Connecticut
$591 +$594 +7 New
ECM
268
Everence Capital Management
Indiana
$583 – – –
TWP
269
TFO Wealth Partners
Ohio
$441 +$170 +2 New
FFA
270
Farther Finance Advisors
California
$338 +$339 +4 New
N
271
Natixis
France
$253 +$254 +3 New
FGAM
272
Financial Gravity Asset Management
Texas
$102 +$7.12K +84 New
HNB
273
Huntington National Bank
Ohio
$84 – – –
BCM
274
BHZ Capital Management
California
– -$1.74M -91,225 Closed
PCMF
275
Private Capital Management (Florida)
Florida
– -$1.61M -21,651 Closed
8 9 10
11
12

INDB Hedge Fund Activity: Q4 2022 in Review

273 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q4 2022, worth a combined $3.05B — up 8.7% from $2.8B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new INDB positions and 16 closed out — a net gain of 21 holders — while 79 added to existing stakes and 87 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $58.3M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $21.9M.

  • 273 institutional investors held Independent Bank (INDB) as of Q4 2022, up from 258 in Q3 2022.
  • Funds reported $3.05B of Independent Bank stock for Q4 2022, up 8.7% quarter-over-quarter.
  • 37 funds opened new Independent Bank positions in Q4 2022 and 16 closed out, a net change of +21 holders.
  • The largest Independent Bank buyer in Q4 2022 was Morgan Stanley, an estimated $58.3M added.
  • The largest Independent Bank seller in Q4 2022 was T. Rowe Price Investment Management, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2022.