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IBTX

Independent Bank Group, Inc.

Delisted

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

135 hedge funds and large institutions have $1.25B invested in Independent Bank Group, Inc. in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 35 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $2.5M

57% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 35

6% more capital invested

Capital invested by funds: $1.18B → $1.25B (+$68.6M)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 136135 (-1)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
135
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
55
Reduced
35
Closed
24
Calls
$15.6M
Puts
$2.5M
Net Calls
+$13.2M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
26
Marshall Wace
United Kingdom
$12.2M +$12.6M +183,801 New
Russell Investments Group
27
Russell Investments Group
United Kingdom
$9.55M +$1.54M +22,535 +19%
Charles Schwab
28
Charles Schwab
California
$8.26M +$1.46M +21,422 +21%
Bank of America
29
Bank of America
North Carolina
$7.75M +$768K +11,244 +11%
CCM
30
Castine Capital Management
Massachusetts
$7.72M -$2.46M -36,062 -24%
ICOM
31
Investment Counselors of Maryland
Maryland
$7.37M +$7.59M +111,220 New
Bank of New York Mellon
32
Bank of New York Mellon
New York
$7.36M +$313K +4,579 +4%
RA
33
Royce & Associates
New York
$7.34M +$273K +4,000 +4%
CAM
34
Cortina Asset Management
Wisconsin
$7.13M +$1.07M +15,690 +17%
KCM
35
Kennedy Capital Management
Missouri
$6.97M +$7.18M +105,150 New
EPCA
36
Elizabeth Park Capital Advisors
Ohio
$6.58M +$6.78M +99,328 New
PCM
37
Peregrine Capital Management
Minnesota
$6.08M -$94.6K -1,386 -1%
TCIM
38
TIAA CREF Investment Management
New York
$5.53M +$1.21M +17,792 +27%
BPIM
39
Brant Point Investment Management
New York
$5.17M -$1.21M -17,682 -18%
First Trust Advisors
40
First Trust Advisors
Illinois
$3.53M -$605K -8,861 -14%
PI
41
Putnam Investments
Massachusetts
$3.45M +$2M +29,325 +129%
Deutsche Bank
42
Deutsche Bank
Germany
$3.23M +$139K +2,031 +4%
TA
43
Teachers Advisors
New York
$3.14M +$691K +10,118 +27%
HT
44
HAP Trading
New York
$3.02M +$1.16M +16,989 +60%
RHCA
45
Rosenthal Henry Capital Advisors
Indiana
$2.82M
ERSOT
46
Employees Retirement System of Texas
Texas
$2.72M -$956K -14,000 -25%
DLCIG
47
D.L. Carlson Investment Group
New Hampshire
$2.63M +$544K +7,965 +25%
Morgan Stanley
48
Morgan Stanley
New York
$2.6M -$1.63M -23,912 -38%
ROC
49
River Oaks Capital
Minnesota
$2.55M -$473K -6,932 -15%
Wells Fargo
50
Wells Fargo
California
$2.45M -$709K -10,384 -22%

IBTX Hedge Fund Activity: Q3 2018 in Review

135 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2018, worth a combined $1.25B — up 5.8% from $1.18B a quarter earlier.

Fund positioning in IBTX was balanced in Q3 2018: 24 funds opened new positions, 24 closed out, 55 added to existing stakes and 35 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $21M. The largest seller was CIBC Private Wealth Group, cutting an estimated $38.1M.

  • 135 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2018, down from 136 in Q2 2018.
  • Funds reported $1.25B of Independent Bank Group, Inc. stock for Q3 2018, up 5.8% quarter-over-quarter.
  • 24 funds opened new Independent Bank Group, Inc. positions in Q3 2018 and 24 closed out, a net change of 0 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2018 was Dimensional Fund Advisors, an estimated $21M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2018 was CIBC Private Wealth Group, an estimated $38.1M sold.

Based on aggregated 13F filings for Q3 2018.