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IBTX

Independent Bank Group, Inc.

Delisted

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

195 hedge funds and large institutions have $1.89B invested in Independent Bank Group, Inc. in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 8

44% more capital invested

Capital invested by funds: $1.31B → $1.89B (+$575M)

26% more funds holding

Funds holding: 155195 (+40)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

14% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 64

Holders
195
Holders Change
+40
Holders Change %
+25.81%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
48
Increased
55
Reduced
64
Closed
8
Calls
$7.67M
Puts
Net Calls
+$7.67M
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
51
PEAK6 Investments
Illinois
$4.37M +$2.58M +46,658 +201%
KCM
52
Kennedy Capital Management
Missouri
$4.36M -$6.75K -122 -0.2%
First Trust Advisors
53
First Trust Advisors
Illinois
$3.95M +$452K +8,169 +15%
EVM
54
Eaton Vance Management
Massachusetts
$3.57M
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$3.5M +$9.69K +175 +0.3%
Barclays
56
Barclays
United Kingdom
$3.41M +$570K +10,304 +23%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$3.26M
Aviva
58
Aviva
United Kingdom
$3.19M
CS
59
Credit Suisse
Switzerland
$3.01M -$481K -8,698 -15%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$2.98M -$614K -11,096 -19%
LSV Asset Management
61
LSV Asset Management
Illinois
$2.92M +$133K +2,400 +5%
PCMC
62
Private Capital Management (Colorado)
Colorado
$2.9M +$2.57M +46,436 New
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$2.86M -$1.03M -18,687 -29%
UBS Group
64
UBS Group
Switzerland
$2.71M +$542K +9,794 +29%
SEI Investments
65
SEI Investments
Pennsylvania
$2.59M +$209K +3,781 +10%
UBS AM
66
UBS AM
Illinois
$2.53M +$15.1K +272 +0.7%
EC
67
EJF Capital
Virginia
$2.35M -$256K -4,634 -11%
LW
68
Linscomb Wealth
Texas
$2.32M
Canada Life
69
Canada Life
Manitoba, Canada
$2.24M -$282K -5,088 -12%
Deutsche Bank
70
Deutsche Bank
Germany
$1.93M +$360K +6,511 +27%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$1.9M +$5.09K +92 +0.3%
TPSF
72
Texas Permanent School Fund
Texas
$1.84M -$258K -4,657 -14%
SOADOR
73
State of Alaska Department of Revenue
Alaska
$1.79M -$311K -5,617 -16%
COPPSERS
74
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.78M +$4.87K +88 +0.3%
HFS
75
Howard Financial Services
Texas
$1.64M -$2.49K -45 -0.2%

IBTX Hedge Fund Activity: Q4 2020 in Review

195 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2020, worth a combined $1.89B — up 44% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IBTX positions and 8 closed out — a net gain of 40 holders — while 55 added to existing stakes and 64 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $25.1M. The largest seller was FJ Capital Management, cutting an estimated $30.8M.

  • 195 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2020, up from 155 in Q3 2020.
  • Funds reported $1.89B of Independent Bank Group, Inc. stock for Q4 2020, up 44% quarter-over-quarter.
  • 48 funds opened new Independent Bank Group, Inc. positions in Q4 2020 and 8 closed out, a net change of +40 holders.
  • The largest Independent Bank Group, Inc. buyer in Q4 2020 was Capital Research Global Investors, an estimated $25.1M added.
  • The largest Independent Bank Group, Inc. seller in Q4 2020 was FJ Capital Management, an estimated $30.8M sold.

Based on aggregated 13F filings for Q4 2020.