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IBTX

Independent Bank Group, Inc.

Delisted

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

155 hedge funds and large institutions have $1.31B invested in Independent Bank Group, Inc. in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

1% more capital invested

Capital invested by funds: $1.3B → $1.31B (+$13.6M)

0% more funds holding

Funds holding: 155155 (0)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

24% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 59

Holders
155
Holders Change
Holders Change %
0%
% of All Funds
3.13%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
25
Increased
45
Reduced
59
Closed
24
Calls
$6.62M
Puts
Net Calls
+$6.62M
Net Calls Change
+$4.87M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$8.4M
Ameriprise
27
Ameriprise
Minnesota
$8.29M -$215K -4,865 -3%
PFC
28
Phocas Financial Corp
California
$8.13M +$257K +5,800 +3%
Bank of America
29
Bank of America
North Carolina
$8.01M -$341K -7,704 -4%
WCM
30
Wedge Capital Management
North Carolina
$7.29M +$44.9K +1,015 +0.6%
SCA
31
Summit Creek Advisors
Minnesota
$7.02M -$711K -16,080 -9%
Goldman Sachs
32
Goldman Sachs
New York
$6.98M -$5.36M -121,173 -43%
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$5.84M -$1.85M -41,877 -24%
Morgan Stanley
34
Morgan Stanley
New York
$5.42M +$378K +8,554 +7%
Prudential Financial
35
Prudential Financial
New Jersey
$5.21M -$7.58M -171,416 -59%
Legal & General Group
36
Legal & General Group
United Kingdom
$5.2M +$226K +5,105 +5%
KTA
37
Keeley-Teton Advisors
Illinois
$5.02M -$262K -5,925 -5%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$4.89M -$994K -22,483 -17%
Comerica Bank
39
Comerica Bank
Texas
$4.56M -$37.9K -857 -1%
JP Morgan Chase
40
JP Morgan Chase
New York
$4.22M +$1.21M +27,391 +39%
Wells Fargo
41
Wells Fargo
California
$3.94M -$244K -5,512 -6%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$3.88M +$152K +3,439 +4%
Swiss National Bank
43
Swiss National Bank
Switzerland
$3.66M +$61.9K +1,400 +2%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.58M -$35.8K -810 -1%
PPA
45
Parametric Portfolio Associates
Washington
$3.18M +$468K +10,582 +17%
KCM
46
Kennedy Capital Management
Missouri
$3.09M -$5.03M -113,663 -62%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$2.85M +$210K +4,740 +8%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$2.59M
EVM
49
Eaton Vance Management
Massachusetts
$2.52M +$1.24K +28 +0%
CS
50
Credit Suisse
Switzerland
$2.51M -$1.76M -39,884 -41%

IBTX Hedge Fund Activity: Q3 2020 in Review

155 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2020, worth a combined $1.31B — up 1.1% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBTX positions and 24 closed out — a net gain of 1 holder — while 45 added to existing stakes and 59 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $23.7M. The largest seller was State Street, cutting an estimated $17.5M.

  • 155 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $1.31B of Independent Bank Group, Inc. stock for Q3 2020, up 1.1% quarter-over-quarter.
  • 25 funds opened new Independent Bank Group, Inc. positions in Q3 2020 and 24 closed out, a net change of +1 holder.
  • The largest Independent Bank Group, Inc. buyer in Q3 2020 was Capital Research Global Investors, an estimated $23.7M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2020 was State Street, an estimated $17.5M sold.

Based on aggregated 13F filings for Q3 2020.