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IBTX

Independent Bank Group, Inc.

Delisted

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

136 hedge funds and large institutions have $1.08B invested in Independent Bank Group, Inc. in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 13

31% more capital invested

Capital invested by funds: $823M → $1.08B (+$259M)

28% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 36

20% more funds holding

Funds holding: 113136 (+23)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
136
Holders Change
+23
Holders Change %
+20.35%
% of All Funds
3.08%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
36
Increased
46
Reduced
36
Closed
13
Calls
$3.48M
Puts
Net Calls
+$3.48M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
26
Summit Creek Advisors
Minnesota
$10.7M -$68.9K -1,065 -0.7%
MCA
27
Mendon Capital Advisors
Florida
$10.2M +$9.79M +151,426 New
Russell Investments Group
28
Russell Investments Group
United Kingdom
$9.92M -$1.15M -17,829 -11%
NCGI
29
Next Century Growth Investors
Minnesota
$9.87M +$846K +13,079 +10%
FCM
30
FJ Capital Management
Virginia
$9.18M +$8.46M +130,800 +2,616%
CAM
31
Cortina Asset Management
Wisconsin
$8.58M +$1.91M +29,593 +30%
Alyeska Investment Group
32
Alyeska Investment Group
Illinois
$7.71M +$7.37M +114,000 New
MPAM
33
Monarch Partners Asset Management
Massachusetts
$7.44M +$7.11M +110,035 New
Bank of America
34
Bank of America
North Carolina
$7.26M +$605K +9,359 +10%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$6.97M +$445K +6,886 +7%
Charles Schwab
36
Charles Schwab
California
$6M +$220K +3,405 +4%
BPIM
37
Brant Point Investment Management
New York
$4.64M +$4.44M +68,652 New
FHC
38
Forest Hill Capital
Arkansas
$4.5M +$4.3M +66,541 New
Citadel Advisors
39
Citadel Advisors
Florida
$3.72M +$3.33M +51,549 +1,493%
BFC
40
Banc Funds Company
Illinois
$3.11M +$1.5M +23,200 +102%
ROC
41
River Oaks Capital
Minnesota
$3.07M
TCIM
42
TIAA CREF Investment Management
New York
$2.86M -$265K -4,096 -9%
Deutsche Bank
43
Deutsche Bank
Germany
$2.84M +$1.16M +17,928 +74%
Wells Fargo
44
Wells Fargo
California
$2.68M -$92.2K -1,426 -3%
RHCA
45
Rosenthal Henry Capital Advisors
Indiana
$2.42M +$16.2K +250 +0.7%
LW
46
Linscomb Wealth
Texas
$2.41M -$23.6K -365 -1%
First Trust Advisors
47
First Trust Advisors
Illinois
$2.3M -$615K -9,511 -22%
SI
48
Stephens Inc
Arkansas
$2.23M +$2.13M +33,000 New
TA
49
Teachers Advisors
New York
$2.09M -$49.8K -770 -2%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.88M -$26.7K -413 -1%

IBTX Hedge Fund Activity: Q4 2017 in Review

136 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2017, worth a combined $1.08B — up 31% from $823M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IBTX positions and 13 closed out — a net gain of 23 holders — while 46 added to existing stakes and 36 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $29.5M. The largest seller was Stone Point Capital, cutting an estimated $28.5M.

  • 136 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2017, up from 113 in Q3 2017.
  • Funds reported $1.08B of Independent Bank Group, Inc. stock for Q4 2017, up 31% quarter-over-quarter.
  • 36 funds opened new Independent Bank Group, Inc. positions in Q4 2017 and 13 closed out, a net change of +23 holders.
  • The largest Independent Bank Group, Inc. buyer in Q4 2017 was T. Rowe Price Associates, an estimated $29.5M added.
  • The largest Independent Bank Group, Inc. seller in Q4 2017 was Stone Point Capital, an estimated $28.5M sold.

Based on aggregated 13F filings for Q4 2017.