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IBTX

Independent Bank Group, Inc.

Delisted

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

177 hedge funds and large institutions have $2.3B invested in Independent Bank Group, Inc. in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 64 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $2.22B → $2.3B (+$85.5M)

3% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 62

6% less funds holding

Funds holding: 188177 (-11)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

54% less call options, than puts

Call options by funds: $666K | Put options by funds: $1.46M

55% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 20

Holders
177
Holders Change
-11
Holders Change %
-5.85%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
64
Reduced
62
Closed
20
Calls
$666K
Puts
$1.46M
Net Calls
-$791K
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
26
Summit Creek Advisors
Minnesota
$14M +$2.75M +36,350 +24%
ECA
27
Endeavour Capital Advisors
Connecticut
$13.7M -$12.2M -160,919 -47%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$12.3M
Fidelity Investments
29
Fidelity Investments
Massachusetts
$12.1M -$3.51M -46,391 -22%
BCM
30
Bridgeway Capital Management
Texas
$12.1M -$2.05M -27,100 -14%
Morgan Stanley
31
Morgan Stanley
New York
$10.2M +$2.26M +29,792 +28%
Invesco
32
Invesco
Georgia
$9.3M +$1.79M +23,638 +23%
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$8.97M -$323K -4,258 -3%
PFC
34
Phocas Financial Corp
California
$8.89M -$411K -5,427 -4%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$8.89M -$404K -5,327 -4%
KTA
36
Keeley-Teton Advisors
Illinois
$8.59M +$29.1K +384 +0.3%
Citadel Advisors
37
Citadel Advisors
Florida
$7.59M -$4.41M -58,180 -36%
Prudential Financial
38
Prudential Financial
New Jersey
$7.35M -$814K -10,739 -10%
Legal & General Group
39
Legal & General Group
United Kingdom
$6.96M -$1.86M -24,565 -21%
PPA
40
Parametric Portfolio Associates
Washington
$6.86M +$449K +5,926 +7%
Goldman Sachs
41
Goldman Sachs
New York
$6.13M -$1.25M -16,540 -17%
Swiss National Bank
42
Swiss National Bank
Switzerland
$5.98M -$242K -3,200 -4%
JP Morgan Chase
43
JP Morgan Chase
New York
$5.92M -$6.58M -86,847 -52%
SEI Investments
44
SEI Investments
Pennsylvania
$5.63M +$1.62M +21,372 +39%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.55M -$57.6K -760 -1%
First Trust Advisors
46
First Trust Advisors
Illinois
$5.51M +$633K +8,360 +13%
KCM
47
Kennedy Capital Management
Missouri
$5.42M +$51.1K +674 +0.9%
Barclays
48
Barclays
United Kingdom
$4.4M -$720K -9,504 -14%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$3.84M -$304K -4,008 -7%
Aviva
50
Aviva
United Kingdom
$3.78M

IBTX Hedge Fund Activity: Q2 2021 in Review

177 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q2 2021, worth a combined $2.3B — up 3.9% from $2.22B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IBTX and 9 opened new positions — a net loss of 11 holders — while 62 trimmed existing stakes and 64 added.

The largest buyer was Capital Research Global Investors, adding an estimated $48.1M. The largest seller was FJ Capital Management, exiting entirely with an estimated $18.6M sold.

  • 177 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q2 2021, down from 188 in Q1 2021.
  • Funds reported $2.3B of Independent Bank Group, Inc. stock for Q2 2021, up 3.9% quarter-over-quarter.
  • 9 funds opened new Independent Bank Group, Inc. positions in Q2 2021 and 20 closed out, a net change of -11 holders.
  • The largest Independent Bank Group, Inc. buyer in Q2 2021 was Capital Research Global Investors, an estimated $48.1M added.
  • The largest Independent Bank Group, Inc. seller in Q2 2021 was FJ Capital Management, an estimated $18.6M sold.

Based on aggregated 13F filings for Q2 2021.