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IBTX

Independent Bank Group, Inc.

Delisted

IBTX was delisted on the 31st of December, 2024.

52 hedge funds and large institutions have $109M invested in Independent Bank Group, Inc. in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

15% more capital invested

Capital invested by funds: $95.3M → $109M (+$13.9M)

5% less funds holding

Funds holding: 5552 (-3)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
52
Holders Change
-3
Holders Change %
-5.45%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
21
Reduced
11
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
26
Munder Capital Management
Michigan
$756K
TCIM
27
TIAA CREF Investment Management
New York
$680K -$99K -2,919 -13%
Morgan Stanley
28
Morgan Stanley
New York
$636K -$338K -9,954 -36%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$598K +$102K +3,022 +22%
BG
30
BlackRock Group
United Kingdom
$547K +$516K +15,208 New
AIS
31
AlphaOne Investment Services
Pennsylvania
$522K
Bank of New York Mellon
32
Bank of New York Mellon
New York
$511K -$6K -177 -1%
BIM
33
BlackRock Investment Management
Delaware
$483K +$36K +1,063 +9%
Charles Schwab
34
Charles Schwab
California
$317K +$66.6K +1,965 +29%
TC
35
TFS Capital
Pennsylvania
$262K +$247K +7,288 New
CCA
36
Catalyst Capital Advisors
New York
$252K
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$245K +$6.78K +200 +3%
TA
38
Teachers Advisors
New York
$206K +$21.8K +644 +13%
Wells Fargo
39
Wells Fargo
California
$132K +$11.4K +337 +10%
BA
40
BlackRock Advisors
Delaware
$129K -$87.7K -2,586 -42%
AIG
41
American International Group
New York
$91.5K +$86.2K +2,542 New
U
42
UBS
Switzerland
$69K
BJ
43
BlackRock Japan
Japan
$69K +$65.1K +1,921 New
RFC
44
Russell Frank Company
Washington
$39K +$37.1K +1,095 New
Barclays
45
Barclays
United Kingdom
$34K +$30.9K +912 +1,788%
Citigroup
46
Citigroup
New York
$25K +$23.3K +686 New
AllianceBernstein
47
AllianceBernstein
Tennessee
$20K -$5.7K -168 -23%
Ameriprise
48
Ameriprise
Minnesota
$8K
Bank of America
49
Bank of America
North Carolina
$5K -$183K -5,389 -98%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$4K +$3.39K +100 New

IBTX Hedge Fund Activity: Q3 2013 in Review

52 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2013, worth a combined $109M — up 15% from $95.3M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IBTX and 8 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 21 added.

The largest buyer was Franklin Resources, adding an estimated $3.15M. The largest seller was UBS O'Connor, exiting entirely with an estimated $5.9M sold.

  • 52 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2013, down from 55 in Q2 2013.
  • Funds reported $109M of Independent Bank Group, Inc. stock for Q3 2013, up 15% quarter-over-quarter.
  • 8 funds opened new Independent Bank Group, Inc. positions in Q3 2013 and 11 closed out, a net change of -3 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2013 was Franklin Resources, an estimated $3.15M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2013 was UBS O'Connor, an estimated $5.9M sold.

Based on aggregated 13F filings for Q3 2013.