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Independent Bank

258 hedge funds and large institutions have $2.8B invested in Independent Bank in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 100 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

2% more funds holding

Funds holding: 252258 (+6)

0.07% more ownership

Funds ownership: 81.99%82.05% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less capital invested

Capital invested by funds: $3.04B → $2.8B (-$239M)

27% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 100

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $440K

Holders
258
Holders Change
+6
Holders Change %
+2.38%
% of All Funds
4.44%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
73
Reduced
100
Closed
17
Calls
Puts
$440K
Net Calls
-$440K
Net Calls Change
-$440K
Name Holding Trade Value Shares
Change
Change in
Stake
RMC
151
Resources Management Corp
Connecticut
$503K
KTA
152
Keeley-Teton Advisors
Illinois
$490K +$3.07K +38 +0.6%
BAG
153
Briggs Advisory Group
Rhode Island
$474K
WPC
154
White Pine Capital
Minnesota
$474K
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$470K -$2.1K -26 -0.4%
NYLIM
156
New York Life Investment Management
New York
$462K +$39.6K +490 +9%
Truist Financial
157
Truist Financial
North Carolina
$459K +$5.01K +62 +1%
Public Employees Retirement Association of Colorado
158
Public Employees Retirement Association of Colorado
Colorado
$450K
RJFSA
159
Raymond James Financial Services Advisors
Florida
$444K +$6.39K +79 +1%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$439K +$51.5K +637 +12%
NPA
161
Nichols & Pratt Advisers
Massachusetts
$429K +$243K +3,000 +109%
EB
162
Eastern Bank
Massachusetts
$423K +$176K +2,177 +62%
CB
163
Commerce Bank
Missouri
$418K
SG Americas Securities
164
SG Americas Securities
New York
$417K -$252K -3,111 -36%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$415K -$30.5K -377 -6%
TH
166
TCTC Holdings
Texas
$395K
CCM
167
Cox Capital Management
Massachusetts
$394K +$427K +5,284 New
BFS
168
Bard Financial Services
Connecticut
$387K
NSEDCP
169
NJ State Employees Deferred Compensation Plan
New Jersey
$373K
LPL Financial
170
LPL Financial
California
$346K +$17.7K +219 +5%
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$326K
EAM
172
Eukles Asset Management
Ohio
$314K -$38.6K -477 -10%
JAM
173
Jupiter Asset Management
United Kingdom
$299K +$324K +4,007 New
KBC Group
174
KBC Group
Belgium
$297K
UB
175
UMB Bank
Missouri
$287K

INDB Hedge Fund Activity: Q3 2022 in Review

258 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q3 2022, worth a combined $2.8B — down 7.9% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new INDB positions and 17 closed out — a net gain of 8 holders — while 73 added to existing stakes and 100 trimmed.

The largest buyer was Millennium Management, adding an estimated $9.48M. The largest seller was T. Rowe Price Associates, cutting an estimated $129M.

  • 258 institutional investors held Independent Bank (INDB) as of Q3 2022, up from 252 in Q2 2022.
  • Funds reported $2.8B of Independent Bank stock for Q3 2022, down 7.9% quarter-over-quarter.
  • 25 funds opened new Independent Bank positions in Q3 2022 and 17 closed out, a net change of +8 holders.
  • The largest Independent Bank buyer in Q3 2022 was Millennium Management, an estimated $9.48M added.
  • The largest Independent Bank seller in Q3 2022 was T. Rowe Price Associates, an estimated $129M sold.

Based on aggregated 13F filings for Q3 2022.