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IBTX

Independent Bank Group, Inc.

Delisted

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

158 hedge funds and large institutions have $1.52B invested in Independent Bank Group, Inc. in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 43

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

10% more capital invested

Capital invested by funds: $1.39B → $1.52B (+$134M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 159158 (-1)

Holders
158
Holders Change
-1
Holders Change %
-0.63%
% of All Funds
3.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
15
Increased
64
Reduced
43
Closed
12
Calls
$6.47M
Puts
Net Calls
+$6.47M
Net Calls Change
+$4.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kennedy Capital Management
Missouri
$12.7M +$2.56M +47,047 +26%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$12.4M +$860K +15,821 +8%
Charles Schwab
28
Charles Schwab
California
$11.5M +$617K +11,351 +6%
Prudential Financial
29
Prudential Financial
New Jersey
$10.5M +$1.17M +21,563 +13%
N
30
Nuveen
North Carolina
$10.4M +$10.3M +190,140 New
HCM
31
Hodges Capital Management
Texas
$9.55M +$118K +2,165 +1%
Bank of America
32
Bank of America
North Carolina
$9.36M +$1.32M +24,271 +17%
FHC
33
Forest Hill Capital
Arkansas
$9.04M
PCM
34
Peregrine Capital Management
Minnesota
$8.91M -$45.6K -839 -0.5%
FIM
35
Foresters Investment Management
New York
$8.25M +$647K +11,900 +9%
CRC
36
Curi RMB Capital
Illinois
$8.08M -$6.15M -113,008 -43%
Citadel Advisors
37
Citadel Advisors
Florida
$8.07M -$11.7M -215,405 -59%
Millennium Management
38
Millennium Management
New York
$6.3M -$11.1M -203,263 -64%
CIS
39
Connors Investor Services
Pennsylvania
$5.77M
Russell Investments Group
40
Russell Investments Group
United Kingdom
$5.45M +$779K +14,321 +17%
KTA
41
Keeley-Teton Advisors
Illinois
$5.17M +$3.79M +69,757 +286%
PAM
42
Panagora Asset Management
Massachusetts
$4.87M -$45K -828 -0.9%
WCM
43
Wedge Capital Management
North Carolina
$4.42M -$126K -2,326 -3%
CAM
44
Cortina Asset Management
Wisconsin
$4.41M -$32.5K -598 -0.7%
PCMC
45
Private Capital Management (Colorado)
Colorado
$4.39M +$3.86M +71,004 +806%
PCM
46
Penn Capital Management
Pennsylvania
$4.13M -$226K -4,164 -5%
BCM
47
Basswood Capital Management
New York
$3.65M
Swiss National Bank
48
Swiss National Bank
Switzerland
$3.58M +$92.4K +1,700 +3%
PFC
49
Phocas Financial Corp
California
$3.57M -$366K -6,722 -9%
MCM
50
Maltese Capital Management
New York
$3.31M -$81.7K -1,502 -2%

IBTX Hedge Fund Activity: Q2 2019 in Review

158 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q2 2019, worth a combined $1.52B — up 9.7% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBTX positions and 12 closed out — a net gain of 3 holders — while 64 added to existing stakes and 43 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $23.4M. The largest seller was Citadel Advisors, cutting an estimated $11.7M.

  • 158 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q2 2019, down from 159 in Q1 2019.
  • Funds reported $1.52B of Independent Bank Group, Inc. stock for Q2 2019, up 9.7% quarter-over-quarter.
  • 15 funds opened new Independent Bank Group, Inc. positions in Q2 2019 and 12 closed out, a net change of +3 holders.
  • The largest Independent Bank Group, Inc. buyer in Q2 2019 was VOYA Investment Management, an estimated $23.4M added.
  • The largest Independent Bank Group, Inc. seller in Q2 2019 was Citadel Advisors, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2019.