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IBTX

Independent Bank Group, Inc.

Delisted

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

188 hedge funds and large institutions have $2.22B invested in Independent Bank Group, Inc. in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 72 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.89B → $2.22B (+$329M)

4% less funds holding

Funds holding: 195188 (-7)

14% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 72

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
188
Holders Change
-7
Holders Change %
-3.59%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
22
Increased
62
Reduced
72
Closed
27
Calls
$1.12M
Puts
Net Calls
+$1.12M
Net Calls Change
-$6.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$15.9M +$1.41M +20,108 +10%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$15.1M +$1.96M +28,000 +15%
BCM
28
Bridgeway Capital Management
Texas
$13.7M
JP Morgan Chase
29
JP Morgan Chase
New York
$12.1M +$1.7M +24,197 +17%
State of Wisconsin Investment Board
30
State of Wisconsin Investment Board
Wisconsin
$12M +$196K +2,800 +2%
Citadel Advisors
31
Citadel Advisors
Florida
$11.6M -$25.4M -362,644 -69%
SCA
32
Summit Creek Advisors
Minnesota
$11.1M -$320K -4,558 -3%
PFC
33
Phocas Financial Corp
California
$9.08M -$1.92M -27,350 -18%
BGIM
34
Brandywine Global Investment Management
Pennsylvania
$9.07M -$437K -6,226 -5%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$9.06M +$1.19K +17 +0%
WCM
36
Wedge Capital Management
North Carolina
$8.61M -$1.72M -24,584 -17%
Legal & General Group
37
Legal & General Group
United Kingdom
$8.57M +$76.7K +1,094 +0.9%
KTA
38
Keeley-Teton Advisors
Illinois
$8.36M +$479K +6,829 +6%
Prudential Financial
39
Prudential Financial
New Jersey
$7.96M -$25.8K -368 -0.3%
Morgan Stanley
40
Morgan Stanley
New York
$7.8M -$2.36M -33,681 -24%
Invesco
41
Invesco
Georgia
$7.38M +$1.83M +26,057 +34%
Goldman Sachs
42
Goldman Sachs
New York
$7.18M +$716K +10,205 +11%
PPA
43
Parametric Portfolio Associates
Washington
$6.27M +$375K +5,354 +7%
Comerica Bank
44
Comerica Bank
Texas
$6.12M -$458K -6,527 -8%
Swiss National Bank
45
Swiss National Bank
Switzerland
$6.07M +$77.1K +1,100 +1%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$5.49M -$1.11M -15,885 -17%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.47M -$387K -5,520 -7%
KCM
48
Kennedy Capital Management
Missouri
$5.24M +$197K +2,813 +4%
Barclays
49
Barclays
United Kingdom
$4.98M +$1.01M +14,464 +27%
First Trust Advisors
50
First Trust Advisors
Illinois
$4.78M +$211K +3,009 +5%

IBTX Hedge Fund Activity: Q1 2021 in Review

188 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2021, worth a combined $2.22B — up 17% from $1.89B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of IBTX and 22 opened new positions — a net loss of 5 holders — while 72 trimmed existing stakes and 62 added.

The largest buyer was Capital Research Global Investors, adding an estimated $60.4M. The largest seller was FJ Capital Management, cutting an estimated $40M.

  • 188 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2021, down from 195 in Q4 2020.
  • Funds reported $2.22B of Independent Bank Group, Inc. stock for Q1 2021, up 17% quarter-over-quarter.
  • 22 funds opened new Independent Bank Group, Inc. positions in Q1 2021 and 27 closed out, a net change of -5 holders.
  • The largest Independent Bank Group, Inc. buyer in Q1 2021 was Capital Research Global Investors, an estimated $60.4M added.
  • The largest Independent Bank Group, Inc. seller in Q1 2021 was FJ Capital Management, an estimated $40M sold.

Based on aggregated 13F filings for Q1 2021.