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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 $1.48B invested in Independent Bank Group, Inc. in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,591% more call options, than puts

Call options by funds: $7.75M | Put options by funds: $458K

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more funds holding

Funds holding: 158159 (+1)

0% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 53

3% less capital invested

Capital invested by funds: $1.52B → $1.48B (-$42.4M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
159
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
3.49%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
19
Increased
53
Reduced
53
Closed
17
Calls
$7.75M
Puts
$458K
Net Calls
+$7.29M
Net Calls Change
+$815K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Basswood Capital Management
New York
$3.5M
Swiss National Bank
52
Swiss National Bank
Switzerland
$3.46M +$26.4K +500 +0.8%
PFC
53
Phocas Financial Corp
California
$3.41M -$6.29K -119 -0.2%
EVM
54
Eaton Vance Management
Massachusetts
$2.99M +$2.09M +39,565 +228%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$2.92M -$13.4K -254 -0.5%
PAM
56
Panagora Asset Management
Massachusetts
$2.86M -$1.81M -34,182 -39%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$2.82M +$314K +5,949 +12%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$2.79M +$116K +2,188 +4%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$2.53M +$2.54M +48,027 New
UCFA
60
United Capital Financial Advisors
Texas
$2.26M +$165K +3,119 +8%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$2.18M -$1.64K -31 -0.1%
First Trust Advisors
62
First Trust Advisors
Illinois
$2.12M -$26.3K -497 -1%
DA
63
Doliver Advisors
Texas
$2M -$135K -2,564 -6%
UBS AM
64
UBS AM
Illinois
$1.94M +$222K +4,195 +13%
CS
65
Credit Suisse
Switzerland
$1.92M -$34.8K -658 -2%
LW
66
Linscomb Wealth
Texas
$1.87M
ROC
67
River Oaks Capital
Minnesota
$1.87M -$15.8K -300 -0.8%
TD Asset Management
68
TD Asset Management
Ontario, Canada
$1.85M +$296K +5,600 +19%
UBS Group
69
UBS Group
Switzerland
$1.8M +$1.2M +22,726 +197%
CMO
70
Covenant Multifamily Offices
Texas
$1.62M
DLCIG
71
D.L. Carlson Investment Group
New Hampshire
$1.43M -$4.75K -90 -0.3%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$1.42M +$1.2M +22,793 +537%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$1.41M -$26.6K -504 -2%
Principal Financial Group
74
Principal Financial Group
Iowa
$1.41M +$376K +7,126 +36%
Comerica Bank
75
Comerica Bank
Texas
$1.28M -$47K -890 -4%

IBTX Hedge Fund Activity: Q3 2019 in Review

159 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2019, worth a combined $1.48B — down 2.8% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBTX positions and 17 closed out — a net gain of 2 holders — while 53 added to existing stakes and 53 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $22.2M. The largest seller was Wellington Management Group, cutting an estimated $34.5M.

  • 159 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2019, up from 158 in Q2 2019.
  • Funds reported $1.48B of Independent Bank Group, Inc. stock for Q3 2019, down 2.8% quarter-over-quarter.
  • 19 funds opened new Independent Bank Group, Inc. positions in Q3 2019 and 17 closed out, a net change of +2 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2019 was American Century Companies, an estimated $22.2M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2019 was Wellington Management Group, an estimated $34.5M sold.

Based on aggregated 13F filings for Q3 2019.