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IBTX

Independent Bank Group, Inc.

Delisted

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

178 hedge funds and large institutions have $2.2B invested in Independent Bank Group, Inc. in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $2.18M | Put options by funds: $1.32M

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1% more funds holding

Funds holding: 177178 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $2.3B → $2.2B (-$102M)

15% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 65

Holders
178
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
55
Reduced
65
Closed
17
Calls
$2.18M
Puts
$1.32M
Net Calls
+$859K
Net Calls Change
+$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
26
Summit Creek Advisors
Minnesota
$14.5M +$977K +14,030 +7%
FWIA
27
Fort Washington Investment Advisors
Ohio
$12.2M +$11.9M +171,586 New
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$11.6M -$195K -2,800 -2%
Morgan Stanley
29
Morgan Stanley
New York
$11.3M +$1.46M +20,976 +15%
BCM
30
Bridgeway Capital Management
Texas
$10.1M -$1.43M -20,500 -13%
ECA
31
Endeavour Capital Advisors
Connecticut
$9.85M -$3.19M -45,845 -25%
Invesco
32
Invesco
Georgia
$9.04M +$111K +1,591 +1%
PFC
33
Phocas Financial Corp
California
$8.61M +$63.2K +908 +0.8%
JP Morgan Chase
34
JP Morgan Chase
New York
$8.52M +$2.78M +39,941 +50%
KTA
35
Keeley-Teton Advisors
Illinois
$8.14M -$108K -1,556 -1%
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$7.98M -$621K -8,912 -7%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$7.6M -$916K -13,157 -11%
Legal & General Group
38
Legal & General Group
United Kingdom
$7.26M +$566K +8,128 +9%
Goldman Sachs
39
Goldman Sachs
New York
$7.14M +$1.23M +17,648 +21%
SEI Investments
40
SEI Investments
Pennsylvania
$7.08M +$1.64M +23,560 +31%
PPA
41
Parametric Portfolio Associates
Washington
$6.65M +$61.5K +883 +1%
Swiss National Bank
42
Swiss National Bank
Switzerland
$5.76M +$20.9K +300 +0.4%
Prudential Financial
43
Prudential Financial
New Jersey
$5.48M -$1.1M -15,778 -16%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.33M
KCM
45
Kennedy Capital Management
Missouri
$5.25M +$43.4K +623 +0.9%
PCMC
46
Private Capital Management (Colorado)
Colorado
$4.89M +$1.3M +18,642 +37%
SG Americas Securities
47
SG Americas Securities
New York
$4.25M +$3.98M +57,171 +2,211%
Barclays
48
Barclays
United Kingdom
$4.18M -$46.8K -672 -1%
RBA
49
Richard Bernstein Advisors
New York
$3.75M +$209K +2,997 +6%
First Trust Advisors
50
First Trust Advisors
Illinois
$3.72M -$1.54M -22,112 -30%

IBTX Hedge Fund Activity: Q3 2021 in Review

178 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2021, worth a combined $2.2B — down 4.4% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IBTX positions and 17 closed out — a net gain of 3 holders — while 55 added to existing stakes and 65 trimmed.

The largest buyer was Fort Washington Investment Advisors, opening a new position worth an estimated $11.9M. The largest seller was Fidelity Investments, cutting an estimated $11.4M.

  • 178 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2021, up from 177 in Q2 2021.
  • Funds reported $2.2B of Independent Bank Group, Inc. stock for Q3 2021, down 4.4% quarter-over-quarter.
  • 20 funds opened new Independent Bank Group, Inc. positions in Q3 2021 and 17 closed out, a net change of +3 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2021 was Fort Washington Investment Advisors, an estimated $11.9M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2021 was Fidelity Investments, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2021.