We are live on ! Find out more
INDB icon

Independent Bank

113 hedge funds and large institutions have $556M invested in Independent Bank in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

172% more call options, than puts

Call options by funds: $193K | Put options by funds: $71K

18% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 33

10% more funds holding

Funds holding: 103113 (+10)

2% less capital invested

Capital invested by funds: $564M → $556M (-$8.52M)

Holders
113
Holders Change
+10
Holders Change %
+9.71%
% of All Funds
3.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
39
Reduced
33
Closed
3
Calls
$193K
Puts
$71K
Net Calls
+$122K
Net Calls Change
+$122K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$47.4M +$1.29M +35,539 +3%
BFA
2
BlackRock Fund Advisors
California
$43.2M +$3.66M +100,575 +9%
Macquarie Group
3
Macquarie Group
Australia
$38.7M +$1.14M +31,199 +3%
HA
4
Heartland Advisors
Wisconsin
$37M +$138K +3,800 +0.4%
SAM
5
Silvercrest Asset Management
New York
$26.9M +$269K +7,385 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$26.7M +$444K +12,190 +2%
Goldman Sachs
7
Goldman Sachs
New York
$26.3M +$650K +17,847 +2%
State Street
8
State Street
Massachusetts
$25.3M +$3.18M +87,294 +14%
BIT
9
BlackRock Institutional Trust
California
$24.3M -$264K -7,241 -1%
Victory Capital Management
10
Victory Capital Management
Texas
$24M +$24.5M +672,775 New
Ameriprise
11
Ameriprise
Minnesota
$23.5M -$94.7K -2,599 -0.4%
Northern Trust
12
Northern Trust
Illinois
$22.8M -$329K -9,028 -1%
BTW
13
Boston Trust Walden
Massachusetts
$19.2M -$367K -10,080 -2%
CIP
14
Champlain Investment Partners
Vermont
$17.6M -$18.2K -500 -0.1%
CCM
15
Channing Capital Management
Illinois
$14.9M +$3.04M +83,567 +25%
RFC
16
Russell Frank Company
Washington
$13M -$1.15M -31,489 -8%
RT
17
Rockland Trust
Massachusetts
$9.03M -$68.4K -1,877 -0.4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$8.97M +$314K +8,623 +4%
Norges Bank
19
Norges Bank
Norway
$8.56M
EWM
20
Endurance Wealth Management
Rhode Island
$5.87M
Federated Hermes
21
Federated Hermes
Pennsylvania
$5.7M +$107K +2,945 +2%
JP Morgan Chase
22
JP Morgan Chase
New York
$4.7M +$124K +3,404 +3%
Principal Financial Group
23
Principal Financial Group
Iowa
$4.63M +$86.4K +2,372 +2%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$4.12M +$216K +5,932 +5%
PP
25
Prudential plc
United Kingdom
$4.09M -$2.17M -59,500 -34%

INDB Hedge Fund Activity: Q3 2013 in Review

113 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q3 2013, worth a combined $556M — down 1.5% from $564M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new INDB positions and 3 closed out — a net gain of 11 holders — while 39 added to existing stakes and 33 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $3.66M. The largest seller was KeyBank National Association, cutting an estimated $22.3M.

  • 113 institutional investors held Independent Bank (INDB) as of Q3 2013, up from 103 in Q2 2013.
  • Funds reported $556M of Independent Bank stock for Q3 2013, down 1.5% quarter-over-quarter.
  • 14 funds opened new Independent Bank positions in Q3 2013 and 3 closed out, a net change of +11 holders.
  • The largest Independent Bank buyer in Q3 2013 was BlackRock Fund Advisors, an estimated $3.66M added.
  • The largest Independent Bank seller in Q3 2013 was KeyBank National Association, an estimated $22.3M sold.

Based on aggregated 13F filings for Q3 2013.