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IBTX

Independent Bank Group, Inc.
IBTX

Delisted

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

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113 hedge funds and large institutions have $823M invested in Independent Bank Group, Inc. in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more call options, than puts

Call options by funds: $3.07M | Put options by funds: $898K

85% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 27

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

7% more capital invested

Capital invested by funds: $770M → $823M (+$52.7M)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

3% less funds holding

Funds holding: 117 → 113 (-4)

Holders
113
Holders Change
-4
Holders Change %
-3.42%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
14
Increased
50
Reduced
27
Closed
14
Calls
$3.07M
Puts
$898K
Net Calls
+$2.17M
Net Calls Change
+$3.13M

Top Buyers

Rank Fund Capital Flow
1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$19.7M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$15.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$11.6M
4
Goldman Sachs
Goldman Sachs
New York
+$10.5M
5
Norges Bank
Norges Bank
Norway
+$7.26M

Top Sellers

Rank Fund Capital Flow
1
HP
Harbourvest Partners
Massachusetts
-$29.1M
2
Millennium Management
Millennium Management
New York
-$5.96M
3
FAM
Fred Alger Management
New York
-$5.5M
4
MCA
Mendon Capital Advisors
Florida
-$2.73M
5
HCM
Hodges Capital Management
Texas
-$2.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCGI
26
Next Century Growth Investors
Minnesota
$8.02M -$2.39M -41,101 -24%
CCM
27
Castine Capital Management
Massachusetts
$7.33M +$1.87M +32,185 +36%
CRC
28
Curi RMB Capital
Illinois
$6.19M – – –
Bank of America
29
Bank of America
North Carolina
$5.91M +$1.96M +33,665 +52%
CAM
30
Cortina Asset Management
Wisconsin
$5.87M -$50.6K -870 -0.9%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$5.8M +$207K +3,565 +4%
Charles Schwab
32
Charles Schwab
California
$5.15M +$1.52M +26,150 +44%
PI
33
Putnam Investments
Massachusetts
$4.56M +$1.54M +26,500 +54%
Morgan Stanley
34
Morgan Stanley
New York
$4.48M +$2.31M +39,661 +114%
TCIM
35
TIAA CREF Investment Management
New York
$2.8M -$29K -499 -1%
ROC
36
River Oaks Capital
Minnesota
$2.74M +$392K +6,732 +17%
First Trust Advisors
37
First Trust Advisors
Illinois
$2.63M -$2.09M -35,877 -45%
Wells Fargo
38
Wells Fargo
California
$2.48M +$711K +12,220 +42%
NFA
39
Nationwide Fund Advisors
Ohio
$2.4M +$1.07M +18,335 +86%
LW
40
Linscomb Wealth
Texas
$2.17M – – –
RHCA
41
Rosenthal Henry Capital Advisors
Indiana
$2.15M +$2.07M +35,600 New
BCM
42
Bridgeway Capital Management
Texas
$2.11M – – –
TA
43
Teachers Advisors
New York
$1.91M +$17.3K +298 +1%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$1.7M -$175K -3,014 -10%
PPA
45
Parametric Portfolio Associates
Washington
$1.59M -$771K -13,256 -33%
Deutsche Bank
46
Deutsche Bank
Germany
$1.45M -$36.4K -626 -3%
WHG
47
Westwood Holdings Group
Texas
$1.42M -$326K -5,609 -19%
AQR Capital Management
48
AQR Capital Management
Connecticut
$1.4M -$282K -4,849 -17%
BFC
49
Banc Funds Company
Illinois
$1.38M -$913K -15,700 -41%
ERSOT
50
Employees Retirement System of Texas
Texas
$1.33M – – –
1
2
3 4 5

IBTX Hedge Fund Activity: Q3 2017 in Review

113 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2017, worth a combined $823M — up 6.8% from $770M a quarter earlier.

Fund positioning in IBTX was balanced in Q3 2017: 14 funds opened new positions, 14 closed out, 50 added to existing stakes and 27 trimmed.

The largest buyer was CIBC Private Wealth Group, opening a new position worth an estimated $19.7M. The largest seller was Harbourvest Partners, cutting an estimated $29.1M.

  • 113 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2017, down from 117 in Q2 2017.
  • Funds reported $823M of Independent Bank Group, Inc. stock for Q3 2017, up 6.8% quarter-over-quarter.
  • 14 funds opened new Independent Bank Group, Inc. positions in Q3 2017 and 14 closed out, a net change of 0 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2017 was CIBC Private Wealth Group, an estimated $19.7M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2017 was Harbourvest Partners, an estimated $29.1M sold.

Based on aggregated 13F filings for Q3 2017.