Balyasny Asset Management
IBTX

Balyasny Asset Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Balyasny Asset Management’s Portfolio IBTX Stock Details IBTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-217,214
Closed -$12.5M – 3407
2024
Q3 		$12.5M Sell
217,214
-108,004
-33% -$5.9M 0.02% 838
2024
Q2 		$14.8M Buy
+325,218
New +$13.9M 0.03% 724
2022
Q4 		– Sell
-8,167
Closed -$501K – 3583
2022
Q3 		$501K Buy
+8,167
New +$564K ﹤0.01% 2041
2020
Q2 		– Sell
-391,053
Closed -$9.26M – 1654
2020
Q1 		$9.26M Buy
391,053
+237,783
+155% +$10.9M 0.11% 251
2019
Q4 		$8.5M Buy
+153,270
New +$8.51M 0.05% 468

Other funds holding IBTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Balyasny Asset Management's IBTX Position: Q4 2024 in Review

Balyasny Asset Management sold out of Independent Bank Group, Inc. (IBTX) in Q4 2024, closing a stake of 217,214 shares — an estimated $12.5M sold.

Balyasny Asset Management first reported a position in IBTX in Q4 2019 and held it in 5 quarters. The position peaked at $14.8M in Q2 2024. 187 funds tracked by Wall St. Rank hold IBTX as of Q4 2024.

  • Balyasny Asset Management reported no remaining Independent Bank Group, Inc. position as of Q4 2024 after selling out during the quarter.
  • Balyasny Asset Management sold 217,214 Independent Bank Group, Inc. shares in Q4 2024, an estimated $12.5M.
  • Balyasny Asset Management first reported a position in Independent Bank Group, Inc. in Q4 2019 and held it in 5 quarters.
  • Balyasny Asset Management's Independent Bank Group, Inc. position peaked at $14.8M in Q2 2024.
  • 187 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2024.

Based on Balyasny Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.