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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 $1.18B invested in Independent Bank Group, Inc. in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

624% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $1.86M

88% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 34

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

5% more funds holding

Funds holding: 130136 (+6)

1% less capital invested

Capital invested by funds: $1.19B → $1.18B (-$6.63M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
136
Holders Change
+6
Holders Change %
+4.62%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
21
Increased
64
Reduced
34
Closed
14
Calls
$13.5M
Puts
$1.86M
Net Calls
+$11.6M
Net Calls Change
+$8.59M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
26
Summit Creek Advisors
Minnesota
$11.1M -$1.15M -15,720 -9%
CCM
27
Castine Capital Management
Massachusetts
$10.2M -$3.3M -45,245 -23%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$8.12M -$551K -7,552 -6%
RA
29
Royce & Associates
New York
$7.12M +$5.68M +77,784 +269%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$7.11M +$116K +1,590 +2%
Bank of America
31
Bank of America
North Carolina
$7.05M -$421K -5,769 -5%
Charles Schwab
32
Charles Schwab
California
$6.89M +$740K +10,140 +11%
BPIM
33
Brant Point Investment Management
New York
$6.39M -$202K -2,770 -3%
PCM
34
Peregrine Capital Management
Minnesota
$6.22M -$1.57M -21,487 -19%
CAM
35
Cortina Asset Management
Wisconsin
$6.14M -$1.43M -19,655 -18%
NCGI
36
Next Century Growth Investors
Minnesota
$5.02M -$3.09M -42,412 -36%
TCIM
37
TIAA CREF Investment Management
New York
$4.39M +$1.41M +19,265 +42%
MPAM
38
Monarch Partners Asset Management
Massachusetts
$4.24M -$1.53M -21,023 -25%
Morgan Stanley
39
Morgan Stanley
New York
$4.22M +$519K +7,114 +13%
First Trust Advisors
40
First Trust Advisors
Illinois
$4.15M +$1.24M +16,935 +37%
ERSOT
41
Employees Retirement System of Texas
Texas
$3.67M +$1.97M +27,000 +96%
Wells Fargo
42
Wells Fargo
California
$3.16M +$167K +2,292 +5%
Deutsche Bank
43
Deutsche Bank
Germany
$3.12M +$1.13M +15,424 +49%
ROC
44
River Oaks Capital
Minnesota
$3.04M
RHCA
45
Rosenthal Henry Capital Advisors
Indiana
$2.84M +$452K +6,200 +17%
GCP
46
GSA Capital Partners
United Kingdom
$2.82M +$1.88M +25,800 +157%
TA
47
Teachers Advisors
New York
$2.49M +$210K +2,884 +8%
LW
48
Linscomb Wealth
Texas
$2.38M
RJA
49
Raymond James & Associates
Florida
$2.34M +$91.1K +1,249 +4%
Invesco
50
Invesco
Georgia
$2.19M +$1.43M +19,630 +149%

IBTX Hedge Fund Activity: Q2 2018 in Review

136 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q2 2018, worth a combined $1.18B — down 0.56% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IBTX positions and 14 closed out — a net gain of 7 holders — while 64 added to existing stakes and 34 trimmed.

The largest buyer was Vanguard Group, adding an estimated $31.7M. The largest seller was Wellington Management Group, cutting an estimated $32.7M.

  • 136 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q2 2018, up from 130 in Q1 2018.
  • Funds reported $1.18B of Independent Bank Group, Inc. stock for Q2 2018, down 0.56% quarter-over-quarter.
  • 21 funds opened new Independent Bank Group, Inc. positions in Q2 2018 and 14 closed out, a net change of +7 holders.
  • The largest Independent Bank Group, Inc. buyer in Q2 2018 was Vanguard Group, an estimated $31.7M added.
  • The largest Independent Bank Group, Inc. seller in Q2 2018 was Wellington Management Group, an estimated $32.7M sold.

Based on aggregated 13F filings for Q2 2018.