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IBTX

Independent Bank Group, Inc.

Delisted

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

135 hedge funds and large institutions have $1.25B invested in Independent Bank Group, Inc. in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 35 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $2.5M

57% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 35

6% more capital invested

Capital invested by funds: $1.18B → $1.25B (+$68.6M)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 136135 (-1)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
135
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
55
Reduced
35
Closed
24
Calls
$15.6M
Puts
$2.5M
Net Calls
+$13.2M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
LW
51
Linscomb Wealth
Texas
$2.36M
PAM
52
Panagora Asset Management
Massachusetts
$2.34M +$2.41M +35,360 New
RJA
53
Raymond James & Associates
Florida
$2.28M -$48.9K -716 -2%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$2.14M -$819 -12 -0%
BFC
55
Banc Funds Company
Illinois
$2.02M
SCA
56
Secor Capital Advisors
New York
$1.94M +$2M +29,252 New
Swiss National Bank
57
Swiss National Bank
Switzerland
$1.87M +$75.1K +1,100 +4%
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$1.82M -$38.1M -558,208 -95%
DA
59
Doliver Advisors
Texas
$1.6M +$35.4K +518 +2%
WHG
60
Westwood Holdings Group
Texas
$1.56M
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$1.56M
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$1.41M -$21.9K -320 -1%
LMIM
63
Lockheed Martin Investment Management
Maryland
$1.29M
RJFSA
64
Raymond James Financial Services Advisors
Florida
$1.21M +$1.25M +18,300 New
TD Asset Management
65
TD Asset Management
Ontario, Canada
$1.21M +$157K +2,300 +14%
Man Group
66
Man Group
United Kingdom
$1.15M +$1.19M +17,365 New
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$1.14M +$1.17M +17,165 New
BCM
68
Bridgeway Capital Management
Texas
$1.12M
Jacobs Levy Equity Management
69
Jacobs Levy Equity Management
New Jersey
$956K -$23.9K -350 -2%
Principal Financial Group
70
Principal Financial Group
Iowa
$955K +$4.51K +66 +0.5%
AIG
71
American International Group
New York
$930K +$17.3K +253 +2%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$919K -$138K -2,018 -13%
Prudential Financial
73
Prudential Financial
New Jersey
$887K -$4.98K -73 -0.5%
HighTower Advisors
74
HighTower Advisors
Illinois
$880K -$17.7K -259 -2%
CS
75
Credit Suisse
Switzerland
$848K +$112K +1,640 +15%

IBTX Hedge Fund Activity: Q3 2018 in Review

135 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2018, worth a combined $1.25B — up 5.8% from $1.18B a quarter earlier.

Fund positioning in IBTX was balanced in Q3 2018: 24 funds opened new positions, 24 closed out, 55 added to existing stakes and 35 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $21M. The largest seller was CIBC Private Wealth Group, cutting an estimated $38.1M.

  • 135 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2018, down from 136 in Q2 2018.
  • Funds reported $1.25B of Independent Bank Group, Inc. stock for Q3 2018, up 5.8% quarter-over-quarter.
  • 24 funds opened new Independent Bank Group, Inc. positions in Q3 2018 and 24 closed out, a net change of 0 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2018 was Dimensional Fund Advisors, an estimated $21M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2018 was CIBC Private Wealth Group, an estimated $38.1M sold.

Based on aggregated 13F filings for Q3 2018.