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Independent Bank

209 hedge funds and large institutions have $2.16B invested in Independent Bank in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

30% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 57

4.98% more ownership

Funds ownership: 81.47%86.45% (+5%)

4% more funds holding

Funds holding: 201209 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $2.26B → $2.16B (-$107M)

Holders
209
Holders Change
+8
Holders Change %
+3.98%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
74
Reduced
57
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Handelsbanken Fonder
126
Handelsbanken Fonder
Sweden
$547K +$241K +3,000 +71%
FT
127
Fiduciary Trust
Massachusetts
$545K
DT
128
Diversified Trust
Tennessee
$529K +$80.4K +1,000 +17%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$524K +$319K +3,970 +136%
RMC
130
Resources Management Corp
Connecticut
$510K +$40.2K +500 +8%
QT
131
Quantbot Technologies
New York
$505K +$538K +6,695 New
Tudor Investment Corp
132
Tudor Investment Corp
Connecticut
$472K -$479K -5,965 -49%
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$461K
Public Employees Retirement Association of Colorado
134
Public Employees Retirement Association of Colorado
Colorado
$456K
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$441K +$264K +3,290 +129%
ECM
136
Everence Capital Management
Indiana
$421K
TH
137
TCTC Holdings
Texas
$400K -$10.3K -128 -2%
Verition Fund Management
138
Verition Fund Management
Connecticut
$399K +$425K +5,282 New
BFS
139
Bard Financial Services
Connecticut
$392K
NSEDCP
140
NJ State Employees Deferred Compensation Plan
New Jersey
$378K
MOACM
141
Mutual of America Capital Management
New York
$355K +$23K +286 +6%
GCP
142
GSA Capital Partners
United Kingdom
$349K +$371K +4,616 New
Royal Bank of Canada
143
Royal Bank of Canada
Ontario, Canada
$340K +$60.1K +748 +20%
SG Americas Securities
144
SG Americas Securities
New York
$339K -$92.4K -1,149 -20%
NPA
145
Nichols & Pratt Advisers
Massachusetts
$336K
Teacher Retirement System of Texas
146
Teacher Retirement System of Texas
Texas
$332K +$51.8K +645 +17%
PA
147
Profund Advisors
Maryland
$314K +$15.7K +195 +5%
MC
148
Middleton & Co
Massachusetts
$304K -$804 -10 -0.2%
PFO
149
Pathstone Family Office
New Jersey
$304K +$322K +4,000 New
PC
150
Pecaut & Co
Iowa
$301K

INDB Hedge Fund Activity: Q2 2021 in Review

209 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q2 2021, worth a combined $2.16B — down 4.7% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new INDB positions and 19 closed out — a net gain of 8 holders — while 74 added to existing stakes and 57 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $34M. The largest seller was Channing Capital Management, exiting entirely with an estimated $23.2M sold.

  • 209 institutional investors held Independent Bank (INDB) as of Q2 2021, up from 201 in Q1 2021.
  • Funds reported $2.16B of Independent Bank stock for Q2 2021, down 4.7% quarter-over-quarter.
  • 27 funds opened new Independent Bank positions in Q2 2021 and 19 closed out, a net change of +8 holders.
  • The largest Independent Bank buyer in Q2 2021 was American Century Companies, an estimated $34M added.
  • The largest Independent Bank seller in Q2 2021 was Channing Capital Management, an estimated $23.2M sold.

Based on aggregated 13F filings for Q2 2021.