We are live on ! Find out more
IBTX

Independent Bank Group, Inc.

Delisted

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

208 hedge funds and large institutions have $1.86B invested in Independent Bank Group, Inc. in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

29% more capital invested

Capital invested by funds: $1.44B → $1.86B (+$422M)

7% more funds holding

Funds holding: 194208 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 73

20% less call options, than puts

Call options by funds: $375K | Put options by funds: $466K

Holders
208
Holders Change
+14
Holders Change %
+7.22%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
59
Reduced
73
Closed
18
Calls
$375K
Puts
$466K
Net Calls
-$91K
Net Calls Change
-$592K
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$9.8M -$416K -7,621 -4%
AA
27
AQR Arbitrage
Connecticut
$9.6M +$4.28M +78,297 +89%
BCM
28
Bridgeway Capital Management
Texas
$8.4M +$293K +5,360 +4%
Truist Financial
29
Truist Financial
North Carolina
$7.95M
SAM
30
Silvercrest Asset Management
New York
$7.15M -$36.8K -674 -0.5%
Ameriprise
31
Ameriprise
Minnesota
$6.79M -$479K -8,761 -7%
PCMC
32
Private Capital Management (Colorado)
Colorado
$6.62M +$5.46M +99,921 +674%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$6.35M -$231K -4,226 -4%
EF
34
Empowered Funds
Pennsylvania
$6.19M +$348K +6,363 +6%
N
35
Nuveen
North Carolina
$5.78M
Legal & General Group
36
Legal & General Group
United Kingdom
$5.73M +$54.1K +991 +1%
CIP
37
Chartwell Investment Partners
Pennsylvania
$5.71M -$605K -11,083 -10%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$5.43M +$1.32M +24,105 +34%
OAC
39
OMERS Administration Corp
Ontario, Canada
$5.19M +$4.43M +81,000 +900%
UBS AM
40
UBS AM
Illinois
$5.14M -$700K -12,821 -13%
NYLIM
41
New York Life Investment Management
New York
$4.85M +$19.9K +365 +0.4%
Barclays
42
Barclays
United Kingdom
$4.58M +$1.81M +33,213 +72%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.41M -$148K -2,700 -3%
Swiss National Bank
44
Swiss National Bank
Switzerland
$4.19M -$27.3K -500 -0.7%
Citigroup
45
Citigroup
New York
$4.1M -$4.89M -89,508 -56%
JP Morgan Chase
46
JP Morgan Chase
New York
$3.85M +$563K +10,307 +18%
Voloridge Investment Management
47
Voloridge Investment Management
Florida
$3.65M -$4.77M -87,322 -58%
EP
48
Edgestream Partners
New Jersey
$3.52M +$3.34M +61,064 New
Jane Street
49
Jane Street
New York
$3.52M +$1.44M +26,414 +76%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$3.43M +$2.17M +39,661 +200%

IBTX Hedge Fund Activity: Q3 2024 in Review

208 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2024, worth a combined $1.86B — up 29% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IBTX positions and 18 closed out — a net gain of 15 holders — while 59 added to existing stakes and 73 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $43.9M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $12M sold.

  • 208 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2024, up from 194 in Q2 2024.
  • Funds reported $1.86B of Independent Bank Group, Inc. stock for Q3 2024, up 29% quarter-over-quarter.
  • 33 funds opened new Independent Bank Group, Inc. positions in Q3 2024 and 18 closed out, a net change of +15 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2024 was Capital International Investors, an estimated $43.9M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2024 was Adage Capital Partners, an estimated $12M sold.

Based on aggregated 13F filings for Q3 2024.