We are live on ! Find out more
IBTX

Independent Bank Group, Inc.

Delisted

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

159 hedge funds and large institutions have $1.39B invested in Independent Bank Group, Inc. in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 76 increasing their positions, 30 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 30

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

46% more capital invested

Capital invested by funds: $949M → $1.39B (+$437M)

12% more funds holding

Funds holding: 142159 (+17)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
159
Holders Change
+17
Holders Change %
+11.97%
% of All Funds
3.44%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
41
Increased
76
Reduced
30
Closed
21
Calls
$1.57M
Puts
Net Calls
+$1.57M
Net Calls Change
-$4.11M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
26
Frontier Investment Management
Texas
$12.7M
RA
27
Royce & Associates
New York
$12.4M +$4.37M +81,284 +50%
SCA
28
Stieven Capital Advisors
Missouri
$12.4M +$7.26M +135,011 +128%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$10.7M +$4.15M +77,235 +58%
Charles Schwab
30
Charles Schwab
California
$10.2M +$4.02M +74,651 +60%
KCM
31
Kennedy Capital Management
Missouri
$9.44M +$4.76M +88,463 +93%
HCM
32
Hodges Capital Management
Texas
$8.8M -$678K -12,611 -7%
Prudential Financial
33
Prudential Financial
New Jersey
$8.68M +$6.12M +113,688 +204%
FHC
34
Forest Hill Capital
Arkansas
$8.44M +$8.85M +164,496 New
PCM
35
Peregrine Capital Management
Minnesota
$8.36M +$1.37M +25,530 +19%
Bank of America
36
Bank of America
North Carolina
$7.49M +$1.53M +28,533 +24%
FIM
37
Foresters Investment Management
New York
$7.09M +$7.43M +138,200 New
SCM
38
SCW Capital Management
Texas
$6.92M
TCIM
39
TIAA CREF Investment Management
New York
$5.48M +$1.36M +25,249 +31%
CIS
40
Connors Investor Services
Pennsylvania
$5.38M +$5.65M +105,000 New
PAM
41
Panagora Asset Management
Massachusetts
$4.58M +$1.96M +36,453 +69%
MSE
42
MUFG Securities EMEA
United Kingdom
$4.47M +$715K +13,300 +18%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$4.36M +$627K +11,650 +16%
WCM
44
Wedge Capital Management
North Carolina
$4.25M +$4.46M +82,822 New
CAM
45
Cortina Asset Management
Wisconsin
$4.15M -$1.48M -27,490 -25%
PCM
46
Penn Capital Management
Pennsylvania
$4.07M +$4.27M +79,325 New
SC
47
Seacliff Capital
Connecticut
$3.85M +$4.03M +75,000 New
TA
48
Teachers Advisors
New York
$3.69M +$1.32M +24,548 +52%
PFC
49
Phocas Financial Corp
California
$3.68M +$3.86M +71,662 New
Wells Fargo
50
Wells Fargo
California
$3.45M +$1.4M +25,959 +63%

IBTX Hedge Fund Activity: Q1 2019 in Review

159 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2019, worth a combined $1.39B — up 46% from $949M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new IBTX positions and 21 closed out — a net gain of 20 holders — while 76 added to existing stakes and 30 trimmed.

The largest buyer was Vanguard Group, adding an estimated $65.9M. The largest seller was Marshall Wace, exiting entirely with an estimated $8.61M sold.

  • 159 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2019, up from 142 in Q4 2018.
  • Funds reported $1.39B of Independent Bank Group, Inc. stock for Q1 2019, up 46% quarter-over-quarter.
  • 41 funds opened new Independent Bank Group, Inc. positions in Q1 2019 and 21 closed out, a net change of +20 holders.
  • The largest Independent Bank Group, Inc. buyer in Q1 2019 was Vanguard Group, an estimated $65.9M added.
  • The largest Independent Bank Group, Inc. seller in Q1 2019 was Marshall Wace, an estimated $8.61M sold.

Based on aggregated 13F filings for Q1 2019.