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IBTX

Independent Bank Group, Inc.

Delisted

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

187 hedge funds and large institutions have $2.25B invested in Independent Bank Group, Inc. in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

5% more funds holding

Funds holding: 178187 (+9)

2% more capital invested

Capital invested by funds: $2.2B → $2.25B (+$51.7M)

5% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 65

26% less call options, than puts

Call options by funds: $873K | Put options by funds: $1.18M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
187
Holders Change
+9
Holders Change %
+5.06%
% of All Funds
2.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
62
Reduced
65
Closed
12
Calls
$873K
Puts
$1.18M
Net Calls
-$303K
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
26
Summit Creek Advisors
Minnesota
$15.1M +$424K +5,861 +3%
State of Wisconsin Investment Board
27
State of Wisconsin Investment Board
Wisconsin
$11.8M
Morgan Stanley
28
Morgan Stanley
New York
$10.5M -$926K -12,807 -8%
Goldman Sachs
29
Goldman Sachs
New York
$10.3M +$3.07M +42,402 +42%
SEI Investments
30
SEI Investments
Pennsylvania
$9.28M +$2.09M +28,944 +29%
Invesco
31
Invesco
Georgia
$9.25M +$64.7K +895 +0.7%
JP Morgan Chase
32
JP Morgan Chase
New York
$8.71M +$55.1K +762 +0.6%
PFC
33
Phocas Financial Corp
California
$8.54M -$202K -2,798 -2%
BGIM
34
Brandywine Global Investment Management
Pennsylvania
$8.11M
Citadel Advisors
35
Citadel Advisors
Florida
$7.84M +$7.85M +108,605 New
KTA
36
Keeley-Teton Advisors
Illinois
$7.75M -$515K -7,126 -6%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$7.7M -$24.7K -342 -0.3%
Legal & General Group
38
Legal & General Group
United Kingdom
$7.57M +$202K +2,798 +3%
PPA
39
Parametric Portfolio Associates
Washington
$7.49M +$740K +10,228 +11%
BCM
40
Bridgeway Capital Management
Texas
$7.44M -$2.85M -39,400 -28%
PCMC
41
Private Capital Management (Colorado)
Colorado
$6.62M +$1.65M +22,876 +33%
Swiss National Bank
42
Swiss National Bank
Switzerland
$5.85M
Millennium Management
43
Millennium Management
New York
$5.62M -$14.8M -204,157 -72%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.43M +$13K +180 +0.2%
Prudential Financial
45
Prudential Financial
New Jersey
$5.39M -$575K -7,949 -10%
Barclays
46
Barclays
United Kingdom
$5.31M +$1.07M +14,825 +25%
KCM
47
Kennedy Capital Management
Missouri
$4.98M -$345K -4,772 -6%
First Trust Advisors
48
First Trust Advisors
Illinois
$3.9M +$125K +1,724 +3%
RBA
49
Richard Bernstein Advisors
New York
$3.81M
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$3.73M +$93.7K +1,296 +3%

IBTX Hedge Fund Activity: Q4 2021 in Review

187 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2021, worth a combined $2.25B — up 2.4% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBTX positions and 12 closed out — a net gain of 11 holders — while 62 added to existing stakes and 65 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $36.2M. The largest seller was Millennium Management, cutting an estimated $14.8M.

  • 187 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2021, up from 178 in Q3 2021.
  • Funds reported $2.25B of Independent Bank Group, Inc. stock for Q4 2021, up 2.4% quarter-over-quarter.
  • 23 funds opened new Independent Bank Group, Inc. positions in Q4 2021 and 12 closed out, a net change of +11 holders.
  • The largest Independent Bank Group, Inc. buyer in Q4 2021 was Fidelity Investments, an estimated $36.2M added.
  • The largest Independent Bank Group, Inc. seller in Q4 2021 was Millennium Management, an estimated $14.8M sold.

Based on aggregated 13F filings for Q4 2021.