Independent Bank Group, Inc.
IBTX
IBTX was delisted on the 31st of December, 2024.
83 hedge funds and large institutions have $242M invested in Independent Bank Group, Inc. in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 12 reducing their positions, and 11 closing their positions.
225% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 12
127% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 11
20% more funds holding
Funds holding: 69 → 83 (+14)
19% more capital invested
Capital invested by funds: $203M → $242M (+$39M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$10.2M |
| 2 |
HCM
Hodges Capital Management
Dallas,
Texas
|
+$7.33M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$6.29M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$4.48M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
KeyPoint Capital Management
Dallas,
Texas
|
-$6.68M |
| 2 |
TG
TCW Group
Los Angeles,
California
|
-$3.78M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$3.74M |
| 4 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
-$2.76M |
| 5 |
Millennium Management
New York
|
-$1.47M |
IBTX Hedge Fund Activity: Q2 2014 in Review
83 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q2 2014, worth a combined $242M — up 19% from $203M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IBTX positions and 11 closed out — a net gain of 14 holders — while 39 added to existing stakes and 12 trimmed.
The largest buyer was Wells Fargo, adding an estimated $10.2M. The largest seller was KeyPoint Capital Management, cutting an estimated $6.68M.
- 83 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q2 2014, up from 69 in Q1 2014.
- Funds reported $242M of Independent Bank Group, Inc. stock for Q2 2014, up 19% quarter-over-quarter.
- 25 funds opened new Independent Bank Group, Inc. positions in Q2 2014 and 11 closed out, a net change of +14 holders.
- The largest Independent Bank Group, Inc. buyer in Q2 2014 was Wells Fargo, an estimated $10.2M added.
- The largest Independent Bank Group, Inc. seller in Q2 2014 was KeyPoint Capital Management, an estimated $6.68M sold.
Based on aggregated 13F filings for Q2 2014.