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IBTX

Independent Bank Group, Inc.

Delisted

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

159 hedge funds and large institutions have $1.39B invested in Independent Bank Group, Inc. in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 76 increasing their positions, 30 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 30

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

46% more capital invested

Capital invested by funds: $949M → $1.39B (+$437M)

12% more funds holding

Funds holding: 142159 (+17)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
159
Holders Change
+17
Holders Change %
+11.97%
% of All Funds
3.44%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
41
Increased
76
Reduced
30
Closed
21
Calls
$1.57M
Puts
Net Calls
+$1.57M
Net Calls Change
-$4.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Basswood Capital Management
New York
$3.41M -$1.22M -22,761 -26%
Swiss National Bank
52
Swiss National Bank
Switzerland
$3.26M +$694K +12,900 +25%
MCM
53
Maltese Capital Management
New York
$3.17M +$3.33M +61,812 New
PI
54
Putnam Investments
Massachusetts
$2.71M +$59.2K +1,100 +2%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$2.57M +$911K +16,929 +51%
First Trust Advisors
56
First Trust Advisors
Illinois
$2.35M -$484K -8,988 -16%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$2.35M +$838K +15,576 +52%
Man Group
58
Man Group
United Kingdom
$2.23M +$1.64M +30,426 +234%
SNB
59
Security National Bank
Nebraska
$2.1M +$2.2M +40,898 New
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$1.96M +$938K +17,442 +84%
CS
61
Credit Suisse
Switzerland
$1.93M +$1.05M +19,602 +108%
RHCA
62
Rosenthal Henry Capital Advisors
Indiana
$1.92M +$270K +5,010 +15%
DA
63
Doliver Advisors
Texas
$1.89M +$597K +11,101 +43%
UCFA
64
United Capital Financial Advisors
Texas
$1.86M +$1.29M +24,035 +198%
ROC
65
River Oaks Capital
Minnesota
$1.84M
LW
66
Linscomb Wealth
Texas
$1.83M
DLCIG
67
D.L. Carlson Investment Group
New Hampshire
$1.74M -$46.2K -859 -2%
Principal Financial Group
68
Principal Financial Group
Iowa
$1.7M +$273K +5,075 +18%
Squarepoint
69
Squarepoint
New York
$1.61M +$1.69M +31,352 New
TD Asset Management
70
TD Asset Management
Ontario, Canada
$1.53M +$727K +13,505 +83%
Deutsche Bank
71
Deutsche Bank
Germany
$1.49M +$892K +16,584 +132%
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$1.49M +$1.32M +24,597 +560%
LMIM
73
Lockheed Martin Investment Management
Maryland
$1.48M +$500K +9,300 +48%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$1.47M +$260K +4,840 +20%
MAM
75
Martingale Asset Management
Massachusetts
$1.37M +$1.43M +26,618 New

IBTX Hedge Fund Activity: Q1 2019 in Review

159 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2019, worth a combined $1.39B — up 46% from $949M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new IBTX positions and 21 closed out — a net gain of 20 holders — while 76 added to existing stakes and 30 trimmed.

The largest buyer was Vanguard Group, adding an estimated $65.9M. The largest seller was Marshall Wace, exiting entirely with an estimated $8.61M sold.

  • 159 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2019, up from 142 in Q4 2018.
  • Funds reported $1.39B of Independent Bank Group, Inc. stock for Q1 2019, up 46% quarter-over-quarter.
  • 41 funds opened new Independent Bank Group, Inc. positions in Q1 2019 and 21 closed out, a net change of +20 holders.
  • The largest Independent Bank Group, Inc. buyer in Q1 2019 was Vanguard Group, an estimated $65.9M added.
  • The largest Independent Bank Group, Inc. seller in Q1 2019 was Marshall Wace, an estimated $8.61M sold.

Based on aggregated 13F filings for Q1 2019.