We are live on ! Find out more
IBTX

Independent Bank Group, Inc.
IBTX

Delisted

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

Back to rankings

96 hedge funds and large institutions have $318M invested in Independent Bank Group, Inc. in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $269M → $318M (+$49.5M)

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

0% more funds holding

Funds holding: 96 → 96 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
96
Holders Change
–
Holders Change %
0%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
32
Reduced
30
Closed
10
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
-$1K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$5.5M
2
Millennium Management
Millennium Management
New York
+$5.02M
3
Goldman Sachs
Goldman Sachs
New York
+$4.39M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$4.27M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$3.1M

Top Sellers

Rank Fund Capital Flow
1
HCM
Hodges Capital Management
Texas
-$9.41M
2
CP
Clover Partners
Texas
-$3.49M
3
SFM
Systematic Financial Management
New Jersey
-$1.57M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1.18M
5
DCM
Dupont Capital Management
Delaware
-$444K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
51
UBS Group
Switzerland
$581K +$30.8K +716 +6%
EA
52
Emerald Acquisition
Washington
$580K -$422K -9,825 -43%
Victory Capital Management
53
Victory Capital Management
Texas
$552K -$288K -6,700 -35%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$551K +$5.37K +125 +1%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$539K – – –
AHC
56
Adell Harriman & Carpenter
Texas
$533K – – –
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$530K – – –
PAM
58
Panagora Asset Management
Massachusetts
$512K -$193K -4,489 -28%
Wells Fargo
59
Wells Fargo
California
$491K +$209K +4,854 +77%
American Century Companies
60
American Century Companies
Missouri
$489K -$148K -3,445 -24%
Invesco
61
Invesco
Georgia
$486K +$77.2K +1,796 +19%
JP Morgan Chase
62
JP Morgan Chase
New York
$463K +$450K +10,474 New
CAM
63
ClariVest Asset Management
California
$432K +$144K +3,339 +52%
MCM
64
Matarin Capital Management
New York
$420K +$409K +9,508 New
AA
65
ALPS Advisors
Colorado
$419K +$408K +9,494 New
MLICM
66
Metropolitan Life Insurance Company (MetLife)
New York
$417K – – –
HCM
67
Highbridge Capital Management
New York
$406K -$10.1K -236 -3%
Bank of America
68
Bank of America
North Carolina
$377K -$1.59K -37 -0.4%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$352K – – –
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$346K -$11.9K -277 -3%
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$345K -$174K -4,043 -34%
MFIMFI
72
Mesirow Financial Investment Management - Fixed Income
Illinois
$297K +$289K +6,735 New
SIM
73
Spark Investment Management
New York
$295K +$288K +6,700 New
AIG
74
American International Group
New York
$283K +$387 +9 +0.1%
LSV Asset Management
75
LSV Asset Management
Illinois
$278K – – –
1 2
3
4 5

IBTX Hedge Fund Activity: Q3 2016 in Review

96 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2016, worth a combined $318M — up 18% from $269M a quarter earlier.

Fund positioning in IBTX was balanced in Q3 2016: 10 funds opened new positions, 10 closed out, 32 added to existing stakes and 30 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $5.5M. The largest seller was Hodges Capital Management, cutting an estimated $9.41M.

  • 96 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2016, unchanged from Q2 2016.
  • Funds reported $318M of Independent Bank Group, Inc. stock for Q3 2016, up 18% quarter-over-quarter.
  • 10 funds opened new Independent Bank Group, Inc. positions in Q3 2016 and 10 closed out, a net change of 0 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2016 was Wellington Management Group, an estimated $5.5M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2016 was Hodges Capital Management, an estimated $9.41M sold.

Based on aggregated 13F filings for Q3 2016.