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IBTX

Independent Bank Group, Inc.

Delisted

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

212 hedge funds and large institutions have $1.49B invested in Independent Bank Group, Inc. in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 72 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

339% more call options, than puts

Call options by funds: $1M | Put options by funds: $228K

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

9% more funds holding

Funds holding: 195212 (+17)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 72

11% less capital invested

Capital invested by funds: $1.66B → $1.49B (-$175M)

Holders
212
Holders Change
+17
Holders Change %
+8.72%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
71
Reduced
72
Closed
8
Calls
$1M
Puts
$228K
Net Calls
+$772K
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$8.16M +$3.7M +79,423 +80%
PCM
27
Peregrine Capital Management
Minnesota
$7.43M -$459K -9,839 -6%
Prudential Financial
28
Prudential Financial
New Jersey
$7.32M +$3.36M +72,015 +82%
Truist Financial
29
Truist Financial
North Carolina
$6.29M
Ameriprise
30
Ameriprise
Minnesota
$6.28M -$523K -11,213 -8%
CIP
31
Chartwell Investment Partners
Pennsylvania
$5.88M -$1.32M -28,284 -18%
BCM
32
Bridgeway Capital Management
Texas
$5.79M +$392K +8,400 +7%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$5.6M -$434K -9,300 -7%
Voloridge Investment Management
34
Voloridge Investment Management
Florida
$5.49M +$3.63M +77,725 +183%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$5.22M +$15.4K +331 +0.3%
EF
36
Empowered Funds
Pennsylvania
$5.11M +$392K +8,400 +8%
Legal & General Group
37
Legal & General Group
United Kingdom
$4.51M -$8.35K -179 -0.2%
Two Sigma Investments
38
Two Sigma Investments
New York
$3.93M +$2.73M +58,455 +212%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$3.87M +$178K +3,823 +5%
SAM
40
Silvercrest Asset Management
New York
$3.7M +$834K +17,875 +28%
CSS
41
Cubist Systematic Strategies
Connecticut
$3.69M +$3.77M +80,877 New
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.36M -$42.4K -910 -1%
Swiss National Bank
43
Swiss National Bank
Switzerland
$3.34M
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$3.29M -$852K -18,268 -20%
EP
45
Edgestream Partners
New Jersey
$3.12M +$1.33M +28,579 +72%
Barclays
46
Barclays
United Kingdom
$3.04M -$1.09M -23,332 -26%
Citigroup
47
Citigroup
New York
$2.92M +$308K +6,607 +12%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$2.92M
SEI Investments
49
SEI Investments
Pennsylvania
$2.88M -$212K -4,545 -7%
Tudor Investment Corp
50
Tudor Investment Corp
Connecticut
$2.7M +$662K +14,193 +32%

IBTX Hedge Fund Activity: Q1 2024 in Review

212 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2024, worth a combined $1.49B — down 11% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBTX positions and 8 closed out — a net gain of 17 holders — while 71 added to existing stakes and 72 trimmed.

The largest buyer was Macquarie Group, adding an estimated $17.5M. The largest seller was Morgan Stanley, cutting an estimated $35.7M.

  • 212 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2024, up from 195 in Q4 2023.
  • Funds reported $1.49B of Independent Bank Group, Inc. stock for Q1 2024, down 11% quarter-over-quarter.
  • 25 funds opened new Independent Bank Group, Inc. positions in Q1 2024 and 8 closed out, a net change of +17 holders.
  • The largest Independent Bank Group, Inc. buyer in Q1 2024 was Macquarie Group, an estimated $17.5M added.
  • The largest Independent Bank Group, Inc. seller in Q1 2024 was Morgan Stanley, an estimated $35.7M sold.

Based on aggregated 13F filings for Q1 2024.