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IBTX

Independent Bank Group, Inc.
IBTX

Delisted

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

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122 hedge funds and large institutions have $592M invested in Independent Bank Group, Inc. in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

79% more call options, than puts

Call options by funds: $2.69M | Put options by funds: $1.5M

18% more capital invested

Capital invested by funds: $502M → $592M (+$89.7M)

4% more funds holding

Funds holding: 117 → 122 (+5)

0% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 42

Holders
122
Holders Change
+5
Holders Change %
+4.27%
% of All Funds
3.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
42
Reduced
42
Closed
11
Calls
$2.69M
Puts
$1.5M
Net Calls
+$1.18M
Net Calls Change
-$844K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$48.9M
2
FAM
Fred Alger Management
New York
+$20.1M
3
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$17.3M
4
CIP
Chartwell Investment Partners
Pennsylvania
+$13.3M
5
NCGI
Next Century Growth Investors
Minnesota
+$9.63M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$2.86M
2
Millennium Management
Millennium Management
New York
-$2.45M
3
LW
Linscomb Wealth
Texas
-$1.61M
4
WA
WFG Advisors
Texas
-$1.59M
5
Morgan Stanley
Morgan Stanley
New York
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
26
Putnam Investments
Massachusetts
$4.47M -$302K -4,800 -6%
Bank of America
27
Bank of America
North Carolina
$3.83M +$3.27M +51,963 +680%
EI
28
EAM Investors
California
$3.81M -$396K -6,279 -10%
TCIM
29
TIAA CREF Investment Management
New York
$3.16M -$973K -15,440 -24%
MCM
30
Matarin Capital Management
New York
$3.14M +$293K +4,646 +11%
MCA
31
Mendon Capital Advisors
Florida
$2.95M +$1.84M +29,170 +175%
Charles Schwab
32
Charles Schwab
California
$2.68M +$176K +2,794 +7%
Prudential Financial
33
Prudential Financial
New Jersey
$2.67M -$463K -7,350 -15%
Two Sigma Investments
34
Two Sigma Investments
New York
$2.64M -$1.32M -20,996 -34%
AQR Capital Management
35
AQR Capital Management
Connecticut
$2.5M +$894K +14,192 +57%
ROC
36
River Oaks Capital
Minnesota
$2.49M – – –
BFC
37
Banc Funds Company
Illinois
$2.48M – – –
LW
38
Linscomb Wealth
Texas
$2.31M -$1.61M -25,532 -42%
PPA
39
Parametric Portfolio Associates
Washington
$2.31M +$1.58M +25,021 +229%
BCM
40
Bridgeway Capital Management
Texas
$2.25M +$15.7K +250 +0.7%
MC
41
Menta Capital
California
$2.23M +$2.18M +34,630 New
Wells Fargo
42
Wells Fargo
California
$1.97M +$301K +4,775 +18%
NFA
43
Nationwide Fund Advisors
Ohio
$1.89M -$283K -4,486 -13%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$1.88M +$126K +2,000 +7%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$1.87M -$730K -11,584 -29%
QI
46
QS Investors
New York
$1.68M +$1.64M +26,105 New
GCP
47
GSA Capital Partners
United Kingdom
$1.61M +$210K +3,341 +15%
MCM
48
Maltese Capital Management
New York
$1.61M -$630K -10,000 -29%
ERSOT
49
Employees Retirement System of Texas
Texas
$1.61M +$1.57M +25,000 New
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$1.54M +$1.51M +23,916 New
1
2
3 4 5

IBTX Hedge Fund Activity: Q1 2017 in Review

122 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2017, worth a combined $592M — up 18% from $502M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IBTX positions and 11 closed out — a net gain of 13 holders — while 42 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock, adding an estimated $48.9M. The largest seller was JP Morgan Chase, cutting an estimated $2.86M.

  • 122 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2017, up from 117 in Q4 2016.
  • Funds reported $592M of Independent Bank Group, Inc. stock for Q1 2017, up 18% quarter-over-quarter.
  • 24 funds opened new Independent Bank Group, Inc. positions in Q1 2017 and 11 closed out, a net change of +13 holders.
  • The largest Independent Bank Group, Inc. buyer in Q1 2017 was BlackRock, an estimated $48.9M added.
  • The largest Independent Bank Group, Inc. seller in Q1 2017 was JP Morgan Chase, an estimated $2.86M sold.

Based on aggregated 13F filings for Q1 2017.