Independent Bank Group, Inc.
IBTX
IBTX was delisted on the 31st of December, 2024.
52 hedge funds and large institutions have $109M invested in Independent Bank Group, Inc. in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 11 closing their positions.
91% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 11
15% more capital invested
Capital invested by funds: $95.3M → $109M (+$13.9M)
5% less funds holding
Funds holding: 55 → 52 (-3)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$3.15M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$2.64M |
| 3 |
Goldman Sachs
New York
|
+$1.68M |
| 4 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
+$1.63M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$5.9M |
| 2 |
EBIM
Eagle Boston Investment Management
Boston,
Massachusetts
|
-$3.48M |
| 3 |
TG
TCW Group
Los Angeles,
California
|
-$2.34M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.18M |
| 5 |
Verition Fund Management
Greenwich,
Connecticut
|
-$877K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3K | +$2.44K | +72 | New |
|
52
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $138 | – | – | – |
|
|
UOC
53
UBS O'Connor
Chicago,
Illinois
| – | -$5.9M | -193,990 | Closed |
|
|
EBIM
54
Eagle Boston Investment Management
Boston,
Massachusetts
| – | -$3.48M | -114,435 | Closed |
|
|
55
Verition Fund Management
Greenwich,
Connecticut
| – | -$877K | -28,854 | Closed |
|
|
STC
56
SEI Trust Company
Oaks,
Pennsylvania
| – | -$869K | -28,600 | Closed |
|
|
BIG
57
Blackthorn Investment Group
Overland Park,
Kansas
| – | -$666K | -21,913 | Closed |
|
|
NI
58
Numeric Investors
Boston,
Massachusetts
| – | -$346K | -11,390 | Closed |
|
|
CA
59
Continental Advisors
Park City,
Utah
| – | -$280K | -9,197 | Closed |
|
|
PAM
60
Panagora Asset Management
Boston,
Massachusetts
| – | -$254K | -8,356 | Closed |
|
|
IGIM
61
I.G. Investment Management
Winnipeg,
Manitoba, Canada
| – | -$194K | -6,370 | Closed |
|
|
SO
62
STRS Ohio
Columbus,
Ohio
| – | -$61K | -1,800 | Closed |
|
|
TRCT
63
Tower Research Capital (TRC)
New York
| – | -$40K | -1,314 | Closed |
|
IBTX Hedge Fund Activity: Q3 2013 in Review
52 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2013, worth a combined $109M — up 15% from $95.3M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of IBTX and 8 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 21 added.
The largest buyer was Franklin Resources, adding an estimated $3.15M. The largest seller was UBS O'Connor, exiting entirely with an estimated $5.9M sold.
- 52 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2013, down from 55 in Q2 2013.
- Funds reported $109M of Independent Bank Group, Inc. stock for Q3 2013, up 15% quarter-over-quarter.
- 8 funds opened new Independent Bank Group, Inc. positions in Q3 2013 and 11 closed out, a net change of -3 holders.
- The largest Independent Bank Group, Inc. buyer in Q3 2013 was Franklin Resources, an estimated $3.15M added.
- The largest Independent Bank Group, Inc. seller in Q3 2013 was UBS O'Connor, an estimated $5.9M sold.
Based on aggregated 13F filings for Q3 2013.