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IBTX

Independent Bank Group, Inc.

Delisted

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

189 hedge funds and large institutions have $2.14B invested in Independent Bank Group, Inc. in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 87 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

4% less funds holding

Funds holding: 196189 (-7)

5% less capital invested

Capital invested by funds: $2.26B → $2.14B (-$121M)

14% less call options, than puts

Call options by funds: $563K | Put options by funds: $657K

38% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 87

Holders
189
Holders Change
-7
Holders Change %
-3.57%
% of All Funds
3.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
54
Reduced
87
Closed
16
Calls
$563K
Puts
$657K
Net Calls
-$94K
Net Calls Change
-$158K
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$9.33M -$5.52M -79,105 -37%
SEI Investments
27
SEI Investments
Pennsylvania
$8.78M +$2.23M +31,931 +33%
JP Morgan Chase
28
JP Morgan Chase
New York
$8.59M +$334K +4,792 +4%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$7.88M +$125K +1,784 +2%
SCA
30
Summit Creek Advisors
Minnesota
$7.87M
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$7.83M +$5.95M +85,297 +285%
PFC
32
Phocas Financial Corp
California
$7.82M -$91.4K -1,309 -1%
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$7.55M -$407K -5,835 -5%
Legal & General Group
34
Legal & General Group
United Kingdom
$7.18M -$46.8K -671 -0.6%
KTA
35
Keeley-Teton Advisors
Illinois
$6.92M -$120K -1,719 -2%
Bessemer Group
36
Bessemer Group
New Jersey
$6.6M +$6.78M +97,128 New
Invesco
37
Invesco
Georgia
$6.48M -$4.27M -61,190 -39%
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$6.43M -$4.82M -69,075 -42%
BCM
39
Bridgeway Capital Management
Texas
$6.32M
Swiss National Bank
40
Swiss National Bank
Switzerland
$6.15M +$307K +4,400 +5%
PCMC
41
Private Capital Management (Colorado)
Colorado
$6.03M
KCM
42
Kennedy Capital Management
Missouri
$4.64M -$166K -2,373 -3%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.57M -$92.8K -1,330 -2%
Prudential Financial
44
Prudential Financial
New Jersey
$4.21M -$182K -2,605 -4%
EVM
45
Eaton Vance Management
Massachusetts
$3.87M -$27.9M -399,680 -88%
First Eagle Investment Management
46
First Eagle Investment Management
New York
$3.72M +$1.41M +20,211 +58%
First Trust Advisors
47
First Trust Advisors
Illinois
$3.7M -$291K -4,174 -7%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$3.29M +$93.5K +1,340 +3%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$2.72M -$949K -13,591 -25%
UBS AM
50
UBS AM
Illinois
$2.66M -$36.5K -523 -1%

IBTX Hedge Fund Activity: Q2 2022 in Review

189 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q2 2022, worth a combined $2.14B — down 5.4% from $2.26B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IBTX and 15 opened new positions — a net loss of 1 holder — while 87 trimmed existing stakes and 54 added.

The largest buyer was Fidelity Investments, adding an estimated $17.5M. The largest seller was Capital Research Global Investors, cutting an estimated $41.6M.

  • 189 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q2 2022, down from 196 in Q1 2022.
  • Funds reported $2.14B of Independent Bank Group, Inc. stock for Q2 2022, down 5.4% quarter-over-quarter.
  • 15 funds opened new Independent Bank Group, Inc. positions in Q2 2022 and 16 closed out, a net change of -1 holder.
  • The largest Independent Bank Group, Inc. buyer in Q2 2022 was Fidelity Investments, an estimated $17.5M added.
  • The largest Independent Bank Group, Inc. seller in Q2 2022 was Capital Research Global Investors, an estimated $41.6M sold.

Based on aggregated 13F filings for Q2 2022.