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IBTX

Independent Bank Group, Inc.

Delisted

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

196 hedge funds and large institutions have $2.26B invested in Independent Bank Group, Inc. in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

17% more call options, than puts

Call options by funds: $434K | Put options by funds: $370K

5% more funds holding

Funds holding: 187196 (+9)

1% more capital invested

Capital invested by funds: $2.25B → $2.26B (+$14.5M)

17% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 71

Holders
196
Holders Change
+9
Holders Change %
+4.81%
% of All Funds
3.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
59
Reduced
71
Closed
16
Calls
$434K
Puts
$370K
Net Calls
+$64K
Net Calls Change
+$367K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$11.2M +$2.17M +28,481 +22%
Goldman Sachs
27
Goldman Sachs
New York
$9.98M -$199K -2,613 -2%
Truist Financial
28
Truist Financial
North Carolina
$9.81M +$10.5M +137,801 New
JP Morgan Chase
29
JP Morgan Chase
New York
$8.66M +$78.7K +1,035 +0.9%
BGIM
30
Brandywine Global Investment Management
Pennsylvania
$8.33M +$355K +4,668 +4%
PFC
31
Phocas Financial Corp
California
$8.28M -$149K -1,955 -2%
SCA
32
Summit Creek Advisors
Minnesota
$8.25M -$7.11M -93,437 -45%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$8.13M +$581K +7,640 +7%
PPA
34
Parametric Portfolio Associates
Washington
$7.86M +$500K +6,567 +6%
Legal & General Group
35
Legal & General Group
United Kingdom
$7.58M +$113K +1,484 +1%
KTA
36
Keeley-Teton Advisors
Illinois
$7.38M -$287K -3,776 -4%
SEI Investments
37
SEI Investments
Pennsylvania
$6.93M -$2.38M -31,226 -24%
BCM
38
Bridgeway Capital Management
Texas
$6.63M -$761K -10,000 -10%
Swiss National Bank
39
Swiss National Bank
Switzerland
$6.14M +$388K +5,100 +6%
NRCM
40
North Reef Capital Management
California
$6.05M +$4.18M +55,000 +183%
PCMC
41
Private Capital Management (Colorado)
Colorado
$6.03M -$528K -6,942 -8%
KCM
42
Kennedy Capital Management
Missouri
$5.03M +$121K +1,595 +2%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.88M -$501K -6,580 -9%
Barclays
44
Barclays
United Kingdom
$4.82M -$453K -5,952 -8%
Prudential Financial
45
Prudential Financial
New Jersey
$4.63M -$807K -10,609 -14%
First Trust Advisors
46
First Trust Advisors
Illinois
$4.17M +$348K +4,572 +8%
Citadel Advisors
47
Citadel Advisors
Florida
$4M -$3.98M -52,379 -48%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$3.82M +$889K +11,690 +28%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$3.35M -$346K -4,551 -9%
Aviva
50
Aviva
United Kingdom
$3.31M

IBTX Hedge Fund Activity: Q1 2022 in Review

196 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2022, worth a combined $2.26B — up 0.64% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IBTX positions and 16 closed out — a net gain of 10 holders — while 59 added to existing stakes and 71 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $125M. The largest seller was American Century Companies, cutting an estimated $36.3M.

  • 196 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2022, up from 187 in Q4 2021.
  • Funds reported $2.26B of Independent Bank Group, Inc. stock for Q1 2022, up 0.64% quarter-over-quarter.
  • 26 funds opened new Independent Bank Group, Inc. positions in Q1 2022 and 16 closed out, a net change of +10 holders.
  • The largest Independent Bank Group, Inc. buyer in Q1 2022 was Fidelity Investments, an estimated $125M added.
  • The largest Independent Bank Group, Inc. seller in Q1 2022 was American Century Companies, an estimated $36.3M sold.

Based on aggregated 13F filings for Q1 2022.