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IBTX

Independent Bank Group, Inc.

Delisted

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

159 hedge funds and large institutions have $1.48B invested in Independent Bank Group, Inc. in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,591% more call options, than puts

Call options by funds: $7.75M | Put options by funds: $458K

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more funds holding

Funds holding: 158159 (+1)

0% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 53

3% less capital invested

Capital invested by funds: $1.52B → $1.48B (-$42.4M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
159
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
3.49%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
19
Increased
53
Reduced
53
Closed
17
Calls
$7.75M
Puts
$458K
Net Calls
+$7.29M
Net Calls Change
+$815K
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
26
Frontier Investment Management
Texas
$13M
EPCA
27
Elizabeth Park Capital Advisors
Ohio
$12.8M -$1.35M -25,500 -9%
RA
28
Royce & Associates
New York
$12.6M -$707K -13,377 -5%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$11.7M -$197K -3,729 -2%
Charles Schwab
30
Charles Schwab
California
$11.5M +$453K +8,567 +4%
N
31
Nuveen
North Carolina
$10.2M +$151K +2,858 +2%
Bank of America
32
Bank of America
North Carolina
$9.72M +$772K +14,616 +9%
MCM
33
Maltese Capital Management
New York
$9.03M +$5.88M +111,250 +184%
FHC
34
Forest Hill Capital
Arkansas
$8.65M
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.4M +$7.21M +136,429 +599%
FIM
36
Foresters Investment Management
New York
$8.28M +$386K +7,300 +5%
SCA
37
Stieven Capital Advisors
Missouri
$8.08M -$4.46M -84,364 -35%
Morgan Stanley
38
Morgan Stanley
New York
$7.38M +$6.79M +128,522 +1,099%
PCM
39
Peregrine Capital Management
Minnesota
$6.93M -$1.61M -30,459 -19%
Prudential Financial
40
Prudential Financial
New Jersey
$6.4M -$3.65M -69,137 -36%
HCM
41
Hodges Capital Management
Texas
$6.34M -$2.81M -53,284 -31%
Marshall Wace
42
Marshall Wace
United Kingdom
$5.9M +$5.92M +112,101 New
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$5.89M +$4.44M +84,000 +300%
CIS
44
Connors Investor Services
Pennsylvania
$5.52M
KTA
45
Keeley-Teton Advisors
Illinois
$4.63M -$323K -6,108 -6%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$4.21M -$1.01M -19,178 -19%
WCM
47
Wedge Capital Management
North Carolina
$4.19M -$43.9K -831 -1%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$4.09M +$2.48M +46,972 +153%
PCMC
49
Private Capital Management (Colorado)
Colorado
$3.94M -$265K -5,026 -6%
SAM
50
Silvercrest Asset Management
New York
$3.71M +$3.72M +70,475 New

IBTX Hedge Fund Activity: Q3 2019 in Review

159 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2019, worth a combined $1.48B — down 2.8% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBTX positions and 17 closed out — a net gain of 2 holders — while 53 added to existing stakes and 53 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $22.2M. The largest seller was Wellington Management Group, cutting an estimated $34.5M.

  • 159 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2019, up from 158 in Q2 2019.
  • Funds reported $1.48B of Independent Bank Group, Inc. stock for Q3 2019, down 2.8% quarter-over-quarter.
  • 19 funds opened new Independent Bank Group, Inc. positions in Q3 2019 and 17 closed out, a net change of +2 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2019 was American Century Companies, an estimated $22.2M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2019 was Wellington Management Group, an estimated $34.5M sold.

Based on aggregated 13F filings for Q3 2019.