Independent Bank Group, Inc.
IBTX
IBTX was delisted on the 31st of December, 2024.
80 hedge funds and large institutions have $219M invested in Independent Bank Group, Inc. in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 14 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 22
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 83 → 80 (-3)
10% less capital invested
Capital invested by funds: $242M → $219M (-$23M)
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WC
Weatherbie Capital
Boston,
Massachusetts
|
+$11.5M |
| 2 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$3.26M |
| 3 |
CP
Clover Partners
Dallas,
Texas
|
+$2.66M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.96M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
KeyPoint Capital Management
Dallas,
Texas
|
-$5.1M |
| 2 |
RA
Royce & Associates
New York
|
-$1.74M |
| 3 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$1.68M |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$1.52M |
| 5 |
Morgan Stanley
New York
|
-$1.39M |
IBTX Hedge Fund Activity: Q3 2014 in Review
80 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2014, worth a combined $219M — down 9.5% from $242M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of IBTX and 11 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 32 added.
The largest buyer was Weatherbie Capital, opening a new position worth an estimated $11.5M. The largest seller was KeyPoint Capital Management, exiting entirely with an estimated $5.1M sold.
- 80 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2014, down from 83 in Q2 2014.
- Funds reported $219M of Independent Bank Group, Inc. stock for Q3 2014, down 9.5% quarter-over-quarter.
- 11 funds opened new Independent Bank Group, Inc. positions in Q3 2014 and 14 closed out, a net change of -3 holders.
- The largest Independent Bank Group, Inc. buyer in Q3 2014 was Weatherbie Capital, an estimated $11.5M added.
- The largest Independent Bank Group, Inc. seller in Q3 2014 was KeyPoint Capital Management, an estimated $5.1M sold.
Based on aggregated 13F filings for Q3 2014.