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IBTX

Independent Bank Group, Inc.

Delisted

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

194 hedge funds and large institutions have $1.44B invested in Independent Bank Group, Inc. in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $860K | Put options by funds: $359K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $1.49B → $1.44B (-$48M)

7% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 71

8% less funds holding

Funds holding: 212194 (-18)

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

Holders
194
Holders Change
-18
Holders Change %
-8.49%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
66
Reduced
71
Closed
41
Calls
$860K
Puts
$359K
Net Calls
+$501K
Net Calls Change
-$271K
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
26
Peregrine Capital Management
Minnesota
$7.39M -$24.2K -568 -0.3%
Citigroup
27
Citigroup
New York
$7.31M +$4.12M +96,615 +151%
Voloridge Investment Management
28
Voloridge Investment Management
Florida
$6.86M +$1.3M +30,485 +25%
AI
29
Atom Investors
Texas
$6.56M +$4.11M +96,441 +202%
BCM
30
Bridgeway Capital Management
Texas
$6.38M +$571K +13,398 +11%
Truist Financial
31
Truist Financial
North Carolina
$6.28M
Ameriprise
32
Ameriprise
Minnesota
$5.76M -$476K -11,159 -8%
SAM
33
Silvercrest Asset Management
New York
$5.67M +$1.86M +43,531 +54%
Prudential Financial
34
Prudential Financial
New Jersey
$5.29M -$1.88M -44,134 -28%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$5.21M -$1.49K -35 -0%
CIP
36
Chartwell Investment Partners
Pennsylvania
$5.01M -$797K -18,681 -14%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$4.7M +$2.24M +52,599 +104%
UBS AM
38
UBS AM
Illinois
$4.64M +$3.08M +72,300 +244%
EF
39
Empowered Funds
Pennsylvania
$4.59M -$469K -11,002 -10%
N
40
Nuveen
North Carolina
$4.56M -$3.35M -78,629 -44%
Legal & General Group
41
Legal & General Group
United Kingdom
$4.47M -$18.6K -436 -0.4%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$4.17M -$1.32M -31,000 -25%
AA
43
AQR Arbitrage
Connecticut
$4.01M +$3.76M +88,168 New
NYLIM
44
New York Life Investment Management
New York
$3.82M +$3.58M +83,831 New
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.61M +$240K +5,623 +8%
Rafferty Asset Management
46
Rafferty Asset Management
New York
$3.52M +$1.01M +23,642 +44%
Swiss National Bank
47
Swiss National Bank
Switzerland
$3.33M
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$3.19M -$628K -14,731 -17%
Hotchkis & Wiley Capital Management
49
Hotchkis & Wiley Capital Management
California
$3.05M +$432K +10,140 +18%
American Century Companies
50
American Century Companies
Missouri
$2.95M +$296K +6,951 +12%

IBTX Hedge Fund Activity: Q2 2024 in Review

194 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q2 2024, worth a combined $1.44B — down 3.2% from $1.49B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of IBTX and 24 opened new positions — a net loss of 17 holders — while 71 trimmed existing stakes and 66 added.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $15.3M. The largest seller was Royce & Associates, cutting an estimated $25.4M.

  • 194 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q2 2024, down from 212 in Q1 2024.
  • Funds reported $1.44B of Independent Bank Group, Inc. stock for Q2 2024, down 3.2% quarter-over-quarter.
  • 24 funds opened new Independent Bank Group, Inc. positions in Q2 2024 and 41 closed out, a net change of -17 holders.
  • The largest Independent Bank Group, Inc. buyer in Q2 2024 was Qube Research & Technologies (QRT), an estimated $15.3M added.
  • The largest Independent Bank Group, Inc. seller in Q2 2024 was Royce & Associates, an estimated $25.4M sold.

Based on aggregated 13F filings for Q2 2024.