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IBTX

Independent Bank Group, Inc.

Delisted

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

80 hedge funds and large institutions have $188M invested in Independent Bank Group, Inc. in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

30% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 23

0% more funds holding

Funds holding: 8080 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

2% less capital invested

Capital invested by funds: $192M → $188M (-$4.39M)

Holders
80
Holders Change
Holders Change %
0%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
12
Increased
30
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BF
51
BOK Financial
Oklahoma
$311K -$35.6K -1,000 -11%
BIG
52
Blackthorn Investment Group
Kansas
$296K +$271K +7,600 New
VOYA Investment Management
53
VOYA Investment Management
Georgia
$293K
First Trust Advisors
54
First Trust Advisors
Illinois
$288K -$135K -3,801 -34%
MLICM
55
Metropolitan Life Insurance Company (MetLife)
New York
$283K
NFA
56
Nationwide Fund Advisors
Ohio
$262K -$6.42K -180 -3%
PAM
57
Princeton Alpha Management
New Jersey
$256K +$234K +6,577 New
KIA
58
King Investment Advisors
Texas
$231K +$211K +5,925 New
AIG
59
American International Group
New York
$224K
Morgan Stanley
60
Morgan Stanley
New York
$213K -$135K -3,801 -41%
GCP
61
GSA Capital Partners
United Kingdom
$210K +$192K +5,400 New
BA
62
BlackRock Advisors
Delaware
$170K +$29.7K +832 +23%
CCMH
63
Cornerstone Capital Management Holdings
New York
$152K +$139K +3,900 New
Wells Fargo
64
Wells Fargo
California
$149K -$812K -22,793 -86%
AllianceBernstein
65
AllianceBernstein
Tennessee
$97K +$71.3K +2,000 +400%
KT
66
Kanaly Trust
Texas
$78K
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$70K +$64.2K +1,800 New
Legal & General Group
68
Legal & General Group
United Kingdom
$64K
TRCT
69
Tower Research Capital (TRC)
New York
$46K -$7.63K -214 -15%
PCM
70
Prelude Capital Management
New York
$39K +$35.6K +1,000 New
RFC
71
Russell Frank Company
Washington
$25K +$22.8K +639 New
Citigroup
72
Citigroup
New York
$19K -$65.9K -1,848 -79%
Teacher Retirement System of Texas
73
Teacher Retirement System of Texas
Texas
$11K +$178 +5 +2%
Barclays
74
Barclays
United Kingdom
$10K -$8.66K -243 -47%
BlackRock
75
BlackRock
New York
$9K

IBTX Hedge Fund Activity: Q1 2015 in Review

80 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2015, worth a combined $188M — down 2.3% from $192M a quarter earlier.

Fund positioning in IBTX was balanced in Q1 2015: 12 funds opened new positions, 12 closed out, 30 added to existing stakes and 23 trimmed.

The largest buyer was Clover Partners, adding an estimated $3.09M. The largest seller was Franklin Resources, exiting entirely with an estimated $7.76M sold.

  • 80 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $188M of Independent Bank Group, Inc. stock for Q1 2015, down 2.3% quarter-over-quarter.
  • 12 funds opened new Independent Bank Group, Inc. positions in Q1 2015 and 12 closed out, a net change of 0 holders.
  • The largest Independent Bank Group, Inc. buyer in Q1 2015 was Clover Partners, an estimated $3.09M added.
  • The largest Independent Bank Group, Inc. seller in Q1 2015 was Franklin Resources, an estimated $7.76M sold.

Based on aggregated 13F filings for Q1 2015.