We are live on ! Find out more
IBTX

Independent Bank Group, Inc.
IBTX

Delisted

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

Back to rankings

117 hedge funds and large institutions have $502M invested in Independent Bank Group, Inc. in 2016 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 40 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

391% more call options, than puts

Call options by funds: $2.54M | Put options by funds: $518K

256% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 9

58% more capital invested

Capital invested by funds: $318M → $502M (+$184M)

25% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 32

22% more funds holding

Funds holding: 96 → 117 (+21)

Holders
117
Holders Change
+21
Holders Change %
+21.88%
% of All Funds
2.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
40
Reduced
32
Closed
9
Calls
$2.54M
Puts
$518K
Net Calls
+$2.03M
Net Calls Change
+$2.01M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$22.7M
2
GA
Geneva Advisors
Illinois
+$18.4M
3
PCM
Peregrine Capital Management
Minnesota
+$12M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$6.75M
5
State Street
State Street
Massachusetts
+$6.23M

Top Sellers

Rank Fund Capital Flow
1
HCM
Hodges Capital Management
Texas
-$18.7M
2
CP
Clover Partners
Texas
-$6.22M
3
Millennium Management
Millennium Management
New York
-$6.08M
4
UCFA
United Capital Financial Advisors
Texas
-$2.98M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$3.7M +$3.2M +59,300 New
First Trust Advisors
27
First Trust Advisors
Illinois
$3.35M +$1.97M +36,510 +212%
Prudential Financial
28
Prudential Financial
New Jersey
$3.06M +$104K +1,930 +4%
JP Morgan Chase
29
JP Morgan Chase
New York
$3.05M +$2.07M +38,398 +367%
BIM
30
BlackRock Investment Management
Delaware
$2.93M -$16.7K -310 -0.7%
MCM
31
Matarin Capital Management
New York
$2.75M +$1.87M +34,636 +364%
Morgan Stanley
32
Morgan Stanley
New York
$2.74M -$313K -5,800 -12%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$2.53M +$2.19M +40,618 New
Millennium Management
34
Millennium Management
New York
$2.45M -$6.08M -112,474 -74%
Charles Schwab
35
Charles Schwab
California
$2.42M +$116K +2,156 +6%
ROC
36
River Oaks Capital
Minnesota
$2.42M +$2.09M +38,700 New
BFC
37
Banc Funds Company
Illinois
$2.4M – – –
MCM
38
Maltese Capital Management
New York
$2.18M +$1.89M +35,000 New
BCM
39
Bridgeway Capital Management
Texas
$2.16M – – –
NFA
40
Nationwide Fund Advisors
Ohio
$2.11M +$269K +4,974 +17%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$1.7M +$675K +12,500 +85%
WA
42
WFG Advisors
Texas
$1.66M -$270K -5,000 -16%
Wells Fargo
43
Wells Fargo
California
$1.61M +$794K +14,702 +132%
AQR Capital Management
44
AQR Capital Management
Connecticut
$1.54M +$1.34M +24,728 New
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$1.49M +$867K +16,049 +205%
BIM
46
Bogle Investment Management
Massachusetts
$1.48M +$1.28M +23,768 New
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$1.43M -$32.4K -600 -3%
TA
48
Teachers Advisors
New York
$1.43M +$268K +4,969 +28%
Citadel Advisors
49
Citadel Advisors
Florida
$1.37M +$1.19M +22,010 New
GCP
50
GSA Capital Partners
United Kingdom
$1.35M -$590K -10,919 -33%
1
2
3 4 5

IBTX Hedge Fund Activity: Q4 2016 in Review

117 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2016, worth a combined $502M — up 58% from $318M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IBTX positions and 9 closed out — a net gain of 23 holders — while 40 added to existing stakes and 32 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $22.7M. The largest seller was Hodges Capital Management, cutting an estimated $18.7M.

  • 117 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2016, up from 96 in Q3 2016.
  • Funds reported $502M of Independent Bank Group, Inc. stock for Q4 2016, up 58% quarter-over-quarter.
  • 32 funds opened new Independent Bank Group, Inc. positions in Q4 2016 and 9 closed out, a net change of +23 holders.
  • The largest Independent Bank Group, Inc. buyer in Q4 2016 was Wellington Management Group, an estimated $22.7M added.
  • The largest Independent Bank Group, Inc. seller in Q4 2016 was Hodges Capital Management, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2016.