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IBTX

Independent Bank Group, Inc.

Delisted

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

184 hedge funds and large institutions have $1.25B invested in Independent Bank Group, Inc. in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $993K | Put options by funds: $384K

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

16% more capital invested

Capital invested by funds: $1.08B → $1.25B (+$173M)

3% more funds holding

Funds holding: 178184 (+6)

4% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 68

Holders
184
Holders Change
+6
Holders Change %
+3.37%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
65
Reduced
68
Closed
15
Calls
$993K
Puts
$384K
Net Calls
+$609K
Net Calls Change
+$419K
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
26
Chartwell Investment Partners
Pennsylvania
$6.42M -$292K -7,158 -4%
Adage Capital Partners
27
Adage Capital Partners
Massachusetts
$6.33M +$6.53M +159,944 New
Ameriprise
28
Ameriprise
Minnesota
$6.21M +$203K +4,974 +3%
Hotchkis & Wiley Capital Management
29
Hotchkis & Wiley Capital Management
California
$5.57M +$5.74M +140,710 New
HCM
30
Hodges Capital Management
Texas
$5.49M -$309K -7,568 -5%
Truist Financial
31
Truist Financial
North Carolina
$5.45M -$3.67K -90 -0.1%
Bessemer Group
32
Bessemer Group
New Jersey
$4.8M +$234K +5,727 +5%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$4.55M -$420K -10,298 -8%
Invesco
34
Invesco
Georgia
$4.41M -$4.03M -98,831 -47%
BCM
35
Bridgeway Capital Management
Texas
$4.32M +$316K +7,742 +8%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$4.29M +$796K +19,500 +22%
SEI Investments
37
SEI Investments
Pennsylvania
$4.23M -$2.24M -54,780 -34%
Tudor Investment Corp
38
Tudor Investment Corp
Connecticut
$4.11M +$29.7K +728 +0.7%
FDS
39
First Dallas Securities
Texas
$4M +$4.12M +101,039 New
Legal & General Group
40
Legal & General Group
United Kingdom
$3.93M -$102K -2,505 -2%
N
41
Nuveen
North Carolina
$3.85M -$31.3K -767 -0.8%
WMSA
42
Weiss Multi-Strategy Advisers
New York
$3.76M +$3.88M +95,000 New
EF
43
Empowered Funds
Pennsylvania
$3.73M +$299K +7,326 +8%
Two Sigma Investments
44
Two Sigma Investments
New York
$3.57M +$2.49M +60,926 +207%
State of Wisconsin Investment Board
45
State of Wisconsin Investment Board
Wisconsin
$3.35M -$198K -4,852 -5%
First Trust Advisors
46
First Trust Advisors
Illinois
$3.3M +$215K +5,268 +7%
Swiss National Bank
47
Swiss National Bank
Switzerland
$3.23M +$32.6K +800 +1%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$3.14M +$1.02M +25,031 +46%
Renaissance Technologies
49
Renaissance Technologies
New York
$3.02M +$563K +13,800 +22%
Voloridge Investment Management
50
Voloridge Investment Management
Florida
$2.99M -$286K -6,998 -8%

IBTX Hedge Fund Activity: Q3 2023 in Review

184 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2023, worth a combined $1.25B — up 16% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBTX positions and 15 closed out — a net gain of 7 holders — while 65 added to existing stakes and 68 trimmed.

The largest buyer was Holocene Advisors, adding an estimated $18.7M. The largest seller was American Century Companies, cutting an estimated $25.3M.

  • 184 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2023, up from 178 in Q2 2023.
  • Funds reported $1.25B of Independent Bank Group, Inc. stock for Q3 2023, up 16% quarter-over-quarter.
  • 22 funds opened new Independent Bank Group, Inc. positions in Q3 2023 and 15 closed out, a net change of +7 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2023 was Holocene Advisors, an estimated $18.7M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2023 was American Century Companies, an estimated $25.3M sold.

Based on aggregated 13F filings for Q3 2023.