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IBTX

Independent Bank Group, Inc.
IBTX

Delisted

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

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80 hedge funds and large institutions have $192M invested in Independent Bank Group, Inc. in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 22

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

0% more funds holding

Funds holding: 80 → 80 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

12% less capital invested

Capital invested by funds: $219M → $192M (-$27.3M)

Holders
80
Holders Change
–
Holders Change %
0%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
33
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HCM
Hodges Capital Management
Texas
+$13.4M
2
Goldman Sachs
Goldman Sachs
New York
+$5.15M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$4.07M
4
TAM
THB Asset Management
Connecticut
+$3.73M
5
CP
Clover Partners
Texas
+$2.78M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$9.45M
2
Wells Fargo
Wells Fargo
California
-$8.55M
3
WC
Weatherbie Capital
Massachusetts
-$4.46M
4
GGHC
Gilder Gagnon Howe & Co
New York
-$3.96M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$3.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
26
Banc Funds Company
Illinois
$1.5M – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.37M +$6.04K +139 +0.4%
LW
28
Linscomb Wealth
Texas
$1.34M +$1.49M +34,362 New
Two Sigma Advisers
29
Two Sigma Advisers
New York
$1.23M +$1.37M +31,500 New
AI
30
Analytic Investors
California
$1.22M -$282K -6,500 -17%
WA
31
WFG Advisors
Texas
$1.17M +$3.04K +70 +0.2%
Millennium Management
32
Millennium Management
New York
$1.15M +$653K +15,028 +104%
BIM
33
BlackRock Investment Management
Delaware
$1.12M -$8.43K -194 -0.7%
HCS
34
Harvest Capital Strategies
California
$1.1M +$1.23M +28,229 New
Wells Fargo
35
Wells Fargo
California
$1.04M -$8.55M -196,807 -88%
Stifel Financial
36
Stifel Financial
Missouri
$990K +$1.1M +25,339 New
SIP
37
Stoneridge Investment Partners
Pennsylvania
$939K +$402K +9,244 +63%
PAM
38
Panagora Asset Management
Massachusetts
$920K +$120K +2,770 +13%
Victory Capital Management
39
Victory Capital Management
Texas
$763K +$849K +19,536 New
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$683K +$117K +2,700 +18%
CS
41
Credit Suisse
Switzerland
$667K +$743K +17,103 New
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$663K +$3.13K +72 +0.4%
TC
43
TFS Capital
Pennsylvania
$656K +$729K +16,788 New
Charles Schwab
44
Charles Schwab
California
$638K +$7.95K +183 +1%
IAM
45
Integre Asset Management
New York
$534K +$594K +13,667 New
Bank of America
46
Bank of America
North Carolina
$505K -$10.6K -244 -2%
TA
47
Teachers Advisors
New York
$502K – – –
AHC
48
Adell Harriman & Carpenter
Texas
$486K +$225K +5,183 +71%
State Board of Administration of Florida Retirement System
49
State Board of Administration of Florida Retirement System
Florida
$464K -$37.6K -865 -7%
Deutsche Bank
50
Deutsche Bank
Germany
$461K -$242K -5,567 -32%
1
2
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IBTX Hedge Fund Activity: Q4 2014 in Review

80 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2014, worth a combined $192M — down 12% from $219M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBTX positions and 10 closed out — a net gain of 3 holders — while 33 added to existing stakes and 22 trimmed.

The largest buyer was Hodges Capital Management, adding an estimated $13.4M. The largest seller was Franklin Resources, cutting an estimated $9.45M.

  • 80 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $192M of Independent Bank Group, Inc. stock for Q4 2014, down 12% quarter-over-quarter.
  • 13 funds opened new Independent Bank Group, Inc. positions in Q4 2014 and 10 closed out, a net change of +3 holders.
  • The largest Independent Bank Group, Inc. buyer in Q4 2014 was Hodges Capital Management, an estimated $13.4M added.
  • The largest Independent Bank Group, Inc. seller in Q4 2014 was Franklin Resources, an estimated $9.45M sold.

Based on aggregated 13F filings for Q4 2014.