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IBTX

Independent Bank Group, Inc.

Delisted

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

122 hedge funds and large institutions have $592M invested in Independent Bank Group, Inc. in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

79% more call options, than puts

Call options by funds: $2.69M | Put options by funds: $1.5M

18% more capital invested

Capital invested by funds: $502M → $592M (+$89.7M)

4% more funds holding

Funds holding: 117122 (+5)

0% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 42

Holders
122
Holders Change
+5
Holders Change %
+4.27%
% of All Funds
3.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
42
Reduced
42
Closed
11
Calls
$2.69M
Puts
$1.5M
Net Calls
+$1.18M
Net Calls Change
-$844K
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
51
Driehaus Capital Management
Illinois
$1.49M +$1.46M +23,105 New
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$1.41M -$63K -1,000 -4%
Invesco
53
Invesco
Georgia
$1.32M +$690K +10,956 +114%
Victory Capital Management
54
Victory Capital Management
Texas
$1.29M -$22.3K -354 -2%
Ameriprise
55
Ameriprise
Minnesota
$1.28M -$88.1K -1,399 -7%
TA
56
Teachers Advisors
New York
$1.24M -$230K -3,644 -16%
Morgan Stanley
57
Morgan Stanley
New York
$1.21M -$1.57M -24,982 -57%
Swiss National Bank
58
Swiss National Bank
Switzerland
$1.17M +$44.1K +700 +4%
GF
59
Goodman Financial
Texas
$1.15M
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$1.14M +$63 +1 +0%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$1.12M -$201K -3,193 -15%
Norges Bank
62
Norges Bank
Norway
$1.08M +$1.05M +16,730 New
EMFAT
63
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.01M
Jacobs Levy Equity Management
64
Jacobs Levy Equity Management
New Jersey
$1M -$10.7K -170 -1%
UBS Group
65
UBS Group
Switzerland
$835K -$90.5K -1,437 -10%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$835K +$26.4K +419 +3%
CG
67
Cutler Group
California
$771K +$462K +7,329 +157%
AHC
68
Adell Harriman & Carpenter
Texas
$751K -$12.6K -200 -2%
DCM
69
Dupont Capital Management
Delaware
$681K
SSWM
70
Sheets Smith Wealth Management
North Carolina
$665K +$5.86K +93 +0.9%
1CM
71
1492 Capital Management
Wisconsin
$659K
CS
72
Credit Suisse
Switzerland
$573K -$772K -12,255 -58%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$559K +$65.1K +1,034 +14%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$513K
Connor, Clark & Lunn Investment Management (CC&L)
75
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$495K -$409K -6,500 -46%

IBTX Hedge Fund Activity: Q1 2017 in Review

122 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2017, worth a combined $592M — up 18% from $502M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IBTX positions and 11 closed out — a net gain of 13 holders — while 42 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock, adding an estimated $48.9M. The largest seller was JP Morgan Chase, cutting an estimated $2.86M.

  • 122 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2017, up from 117 in Q4 2016.
  • Funds reported $592M of Independent Bank Group, Inc. stock for Q1 2017, up 18% quarter-over-quarter.
  • 24 funds opened new Independent Bank Group, Inc. positions in Q1 2017 and 11 closed out, a net change of +13 holders.
  • The largest Independent Bank Group, Inc. buyer in Q1 2017 was BlackRock, an estimated $48.9M added.
  • The largest Independent Bank Group, Inc. seller in Q1 2017 was JP Morgan Chase, an estimated $2.86M sold.

Based on aggregated 13F filings for Q1 2017.