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IBTX

Independent Bank Group, Inc.
IBTX

Delisted

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

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58 hedge funds and large institutions have $163M invested in Independent Bank Group, Inc. in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

49% more capital invested

Capital invested by funds: $109M → $163M (+$53.4M)

12% more funds holding

Funds holding: 52 → 58 (+6)

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
23
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$6.12M
2
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$2.19M
3
BIT
BlackRock Institutional Trust
California
+$1.82M
4
CCA
Catalyst Capital Advisors
New York
+$1.7M
5
Franklin Resources
Franklin Resources
California
+$1.42M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.9M
2
TG
TCW Group
California
-$2.08M
3
HAMF
Hatteras Alternative Mutual Funds
North Carolina
-$1.92M
4
Invesco
Invesco
Georgia
-$1.39M
5
PI
Putnam Investments
Massachusetts
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$1.24M – – –
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.21M +$420K +10,158 +72%
MCM
28
Munder Capital Management
Michigan
$1.04M – – –
TCIM
29
TIAA CREF Investment Management
New York
$931K -$6.03K -146 -0.8%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$835K +$8.43K +204 +1%
NFA
31
Nationwide Fund Advisors
Ohio
$767K -$253K -6,113 -28%
AIS
32
AlphaOne Investment Services
Pennsylvania
$691K -$24.8K -600 -4%
BIM
33
BlackRock Investment Management
Delaware
$658K -$7.11K -172 -1%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$469K +$393K +9,500 +9,500%
BA
35
BlackRock Advisors
Delaware
$439K +$218K +5,269 +147%
Citadel Advisors
36
Citadel Advisors
Florida
$404K +$336K +8,137 New
Charles Schwab
37
Charles Schwab
California
$391K -$38.2K -924 -11%
UOC
38
UBS O'Connor
Illinois
$380K +$317K +7,662 New
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$343K +$4.13K +100 +1%
TC
40
TFS Capital
Pennsylvania
$303K -$48.8K -1,180 -16%
TA
41
Teachers Advisors
New York
$284K – – –
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$242K +$201K +4,873 New
First Trust Advisors
43
First Trust Advisors
Illinois
$210K +$175K +4,232 New
CS
44
Credit Suisse
Switzerland
$203K +$168K +4,075 New
Wells Fargo
45
Wells Fargo
California
$195K +$10.7K +260 +7%
Swiss National Bank
46
Swiss National Bank
Switzerland
$164K +$136K +3,300 New
U
47
UBS
Switzerland
$145K +$41.2K +996 +52%
AIG
48
American International Group
New York
$125K -$1.03K -25 -1%
Barclays
49
Barclays
United Kingdom
$117K +$59K +1,429 +148%
BJ
50
BlackRock Japan
Japan
$100K +$3.97K +96 +5%
1
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IBTX Hedge Fund Activity: Q4 2013 in Review

58 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2013, worth a combined $163M — up 49% from $109M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBTX positions and 7 closed out — a net gain of 6 holders — while 23 added to existing stakes and 13 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $6.12M. The largest seller was Wellington Management Group, exiting entirely with an estimated $12.9M sold.

  • 58 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2013, up from 52 in Q3 2013.
  • Funds reported $163M of Independent Bank Group, Inc. stock for Q4 2013, up 49% quarter-over-quarter.
  • 13 funds opened new Independent Bank Group, Inc. positions in Q4 2013 and 7 closed out, a net change of +6 holders.
  • The largest Independent Bank Group, Inc. buyer in Q4 2013 was Goldman Sachs, an estimated $6.12M added.
  • The largest Independent Bank Group, Inc. seller in Q4 2013 was Wellington Management Group, an estimated $12.9M sold.

Based on aggregated 13F filings for Q4 2013.