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IBTX

Independent Bank Group, Inc.

Delisted

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

187 hedge funds and large institutions have $1.98B invested in Independent Bank Group, Inc. in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.86B → $1.98B (+$118M)

0% more call options, than puts

Call options by funds: $12K | Put options by funds: $12K

5% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 65

10% less funds holding

Funds holding: 208187 (-21)

44% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 43

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
187
Holders Change
-21
Holders Change %
-10.1%
% of All Funds
2.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
62
Reduced
65
Closed
43
Calls
$12K
Puts
$12K
Net Calls
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$10.6M +$300K +4,839 +3%
JP Morgan Chase
27
JP Morgan Chase
New York
$8.43M +$4.47M +72,142 +108%
Truist Financial
28
Truist Financial
North Carolina
$8.36M
Ameriprise
29
Ameriprise
Minnesota
$6.71M -$440K -7,100 -6%
OAC
30
OMERS Administration Corp
Ontario, Canada
$6.61M +$1.17M +18,900 +21%
Raymond James Financial
31
Raymond James Financial
Florida
$6.6M +$6.73M +108,692 New
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$6.44M -$242K -3,909 -4%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$6.27M +$570K +9,206 +10%
Legal & General Group
34
Legal & General Group
United Kingdom
$6.11M +$89.4K +1,444 +1%
N
35
Nuveen
North Carolina
$6.02M -$62.6K -1,011 -1%
Public Sector Pension Investment Board (PSP Investments)
36
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.45M +$822K +13,277 +17%
Millennium Management
37
Millennium Management
New York
$5.38M -$10.4M -167,830 -65%
Barclays
38
Barclays
United Kingdom
$5.2M +$389K +6,277 +8%
AA
39
ABC Arbitrage
France
$4.62M +$4.72M +76,230 New
Swiss National Bank
40
Swiss National Bank
Switzerland
$4.45M +$37.1K +600 +0.8%
Citigroup
41
Citigroup
New York
$4.38M +$69.4K +1,121 +2%
UBS AM
42
UBS AM
Illinois
$4.34M -$1.09M -17,548 -20%
Hotchkis & Wiley Capital Management
43
Hotchkis & Wiley Capital Management
California
$3.57M +$6.19K +100 +0.2%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$2.89M -$1.11K -18 -0%
HAI
45
Hennessy Advisors Inc
California
$2.73M -$557K -9,000 -17%
AllianceBernstein
46
AllianceBernstein
Tennessee
$2.64M +$152K +2,458 +6%
BCM
47
Bridgeway Capital Management
Texas
$2.39M -$6.58M -106,272 -73%
Prudential Financial
48
Prudential Financial
New Jersey
$2.33M -$75K -1,211 -3%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$2.11M -$23.2K -374 -1%
State of New Jersey Common Pension Fund D
50
State of New Jersey Common Pension Fund D
New Jersey
$2.01M +$2.05M +33,167 New

IBTX Hedge Fund Activity: Q4 2024 in Review

187 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2024, worth a combined $1.98B — up 6.4% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of IBTX and 24 opened new positions — a net loss of 19 holders — while 65 trimmed existing stakes and 62 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $110M. The largest seller was FJ Capital Management, cutting an estimated $42.2M.

  • 187 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2024, down from 208 in Q3 2024.
  • Funds reported $1.98B of Independent Bank Group, Inc. stock for Q4 2024, up 6.4% quarter-over-quarter.
  • 24 funds opened new Independent Bank Group, Inc. positions in Q4 2024 and 43 closed out, a net change of -19 holders.
  • The largest Independent Bank Group, Inc. buyer in Q4 2024 was Capital Research Global Investors, an estimated $110M added.
  • The largest Independent Bank Group, Inc. seller in Q4 2024 was FJ Capital Management, an estimated $42.2M sold.

Based on aggregated 13F filings for Q4 2024.