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IBTX

Independent Bank Group, Inc.

Delisted

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

158 hedge funds and large institutions have $1.52B invested in Independent Bank Group, Inc. in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 43

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

10% more capital invested

Capital invested by funds: $1.39B → $1.52B (+$134M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 159158 (-1)

Holders
158
Holders Change
-1
Holders Change %
-0.63%
% of All Funds
3.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
15
Increased
64
Reduced
43
Closed
12
Calls
$6.47M
Puts
Net Calls
+$6.47M
Net Calls Change
+$4.9M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$3.07M +$314K +5,782 +12%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$2.8M +$280K +5,142 +11%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$2.62M +$1.04M +19,096 +67%
SNB
54
Security National Bank
Nebraska
$2.38M +$135K +2,475 +6%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$2.28M +$175K +3,224 +8%
DA
56
Doliver Advisors
Texas
$2.27M +$241K +4,427 +12%
First Trust Advisors
57
First Trust Advisors
Illinois
$2.24M -$273K -5,017 -11%
UCFA
58
United Capital Financial Advisors
Texas
$2.19M +$203K +3,737 +10%
LMIM
59
Lockheed Martin Investment Management
Maryland
$2.11M +$519K +9,550 +33%
RHCA
60
Rosenthal Henry Capital Advisors
Indiana
$2.06M
CS
61
Credit Suisse
Switzerland
$2.04M -$34.1K -627 -2%
ROC
62
River Oaks Capital
Minnesota
$1.97M
LW
63
Linscomb Wealth
Texas
$1.96M
Squarepoint
64
Squarepoint
New York
$1.8M +$74.2K +1,365 +4%
UBS AM
65
UBS AM
Illinois
$1.8M +$465K +8,557 +35%
Wells Fargo
66
Wells Fargo
California
$1.8M -$1.88M -34,555 -51%
CMO
67
Covenant Multifamily Offices
Texas
$1.69M +$1.68M +30,828 New
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$1.69M +$93.9K +1,726 +6%
TD Asset Management
69
TD Asset Management
Ontario, Canada
$1.62M -$10.9K -200 -0.7%
MSE
70
MUFG Securities EMEA
United Kingdom
$1.59M -$3.17M -58,200 -67%
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
$1.54M +$1.52M +28,000 New
MAM
72
Martingale Asset Management
Massachusetts
$1.53M +$65.3K +1,200 +5%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$1.5M +$1.49M +27,346 New
DLCIG
74
D.L. Carlson Investment Group
New Hampshire
$1.5M -$356K -6,540 -19%
Barclays
75
Barclays
United Kingdom
$1.47M +$949K +17,447 +189%

IBTX Hedge Fund Activity: Q2 2019 in Review

158 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q2 2019, worth a combined $1.52B — up 9.7% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBTX positions and 12 closed out — a net gain of 3 holders — while 64 added to existing stakes and 43 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $23.4M. The largest seller was Citadel Advisors, cutting an estimated $11.7M.

  • 158 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q2 2019, down from 159 in Q1 2019.
  • Funds reported $1.52B of Independent Bank Group, Inc. stock for Q2 2019, up 9.7% quarter-over-quarter.
  • 15 funds opened new Independent Bank Group, Inc. positions in Q2 2019 and 12 closed out, a net change of +3 holders.
  • The largest Independent Bank Group, Inc. buyer in Q2 2019 was VOYA Investment Management, an estimated $23.4M added.
  • The largest Independent Bank Group, Inc. seller in Q2 2019 was Citadel Advisors, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2019.