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Independent Bank

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: 258273 (+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: 32 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$4.92M -$10.2K -120 -0.2%
HAI
52
Hennessy Advisors Inc
California
$4.64M -$1.19M -14,000 -20%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$4.42M +$473K +5,576 +12%
Canada Life
54
Canada Life
Manitoba, Canada
$4.38M -$147K -1,730 -3%
MCM
55
Maltese Capital Management
New York
$4.37M +$153K +1,800 +4%
COPPSERS
56
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.12M +$596K +7,027 +17%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$4.01M +$3.29M +38,806 +445%
First Trust Advisors
58
First Trust Advisors
Illinois
$3.99M +$1.7M +20,009 +73%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$3.95M -$53.5K -631 -1%
Prudential Financial
60
Prudential Financial
New Jersey
$3.88M -$54.4K -642 -1%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$3.86M -$191K -2,253 -5%
GIA
62
GHP Investment Advisors
Colorado
$3.74M +$37.3K +440 +1%
State of Tennessee, Department of Treasury
63
State of Tennessee, Department of Treasury
Tennessee
$3.68M +$230K +2,707 +7%
PAM
64
Panagora Asset Management
Massachusetts
$3.66M +$3.68M +43,398 New
RJA
65
Raymond James & Associates
Florida
$3.6M +$2M +23,540 +123%
Natixis Advisors
66
Natixis Advisors
Massachusetts
$3.34M +$265K +3,121 +9%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$3.2M -$42.4K -500 -1%
UBS AM
68
UBS AM
Illinois
$3.14M -$28.1K -332 -0.9%
Canada Pension Plan Investment Board
69
Canada Pension Plan Investment Board
Ontario, Canada
$3.06M +$3.08M +36,300 New
NC
70
NBW Capital
Massachusetts
$3.02M +$23.1K +273 +0.8%
SOADOR
71
State of Alaska Department of Revenue
Alaska
$2.68M
TPSF
72
Texas Permanent School Fund
Texas
$2.59M -$197K -2,329 -7%
RC
73
RBF Capital
California
$2.53M
Citadel Advisors
74
Citadel Advisors
Florida
$2.46M -$4.28M -50,466 -63%
Barclays
75
Barclays
United Kingdom
$2.45M +$927K +10,936 +60%

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.