Independent Bank Group, Inc.
IBTX
IBTX was delisted on the 31st of December, 2024.
189 hedge funds and large institutions have $1.44B invested in Independent Bank Group, Inc. in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 56 reducing their positions, and 23 closing their positions.
43% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 23
27% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 56
4% more funds holding
Funds holding: 182 → 189 (+7)
5% more call options, than puts
Call options by funds: $287K | Put options by funds: $273K
17% less capital invested
Capital invested by funds: $1.73B → $1.44B (-$295M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$18.4M |
| 2 |
Holocene Advisors
New York
|
+$13.4M |
| 3 |
Morgan Stanley
New York
|
+$6.35M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$5.73M |
| 5 |
Two Sigma Investments
New York
|
+$4.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$62.6M |
| 2 |
BlackRock
New York
|
-$10M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$9.07M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$8.69M |
| 5 |
PFC
Phocas Financial Corp
Alameda,
California
|
-$7.13M |
IBTX Hedge Fund Activity: Q1 2023 in Review
189 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2023, worth a combined $1.44B — down 17% from $1.73B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new IBTX positions and 23 closed out — a net gain of 10 holders — while 71 added to existing stakes and 56 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $18.4M. The largest seller was Capital Research Global Investors, cutting an estimated $62.6M.
- 189 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2023, up from 182 in Q4 2022.
- Funds reported $1.44B of Independent Bank Group, Inc. stock for Q1 2023, down 17% quarter-over-quarter.
- 33 funds opened new Independent Bank Group, Inc. positions in Q1 2023 and 23 closed out, a net change of +10 holders.
- The largest Independent Bank Group, Inc. buyer in Q1 2023 was Fidelity Investments, an estimated $18.4M added.
- The largest Independent Bank Group, Inc. seller in Q1 2023 was Capital Research Global Investors, an estimated $62.6M sold.
Based on aggregated 13F filings for Q1 2023.