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IBTX

Independent Bank Group, Inc.

Delisted

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

188 hedge funds and large institutions have $2.22B invested in Independent Bank Group, Inc. in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 72 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.89B → $2.22B (+$329M)

4% less funds holding

Funds holding: 195188 (-7)

14% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 72

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
188
Holders Change
-7
Holders Change %
-3.59%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
22
Increased
62
Reduced
72
Closed
27
Calls
$1.12M
Puts
Net Calls
+$1.12M
Net Calls Change
-$6.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Holocene Advisors
51
Holocene Advisors
New York
$4.6M -$9.81M -139,911 -69%
EVM
52
Eaton Vance Management
Massachusetts
$4.12M
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$4.04M -$10.7K -152 -0.3%
SEI Investments
54
SEI Investments
Pennsylvania
$3.93M +$935K +13,334 +32%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$3.81M +$359K +5,125 +11%
Aviva
56
Aviva
United Kingdom
$3.69M
RBA
57
Richard Bernstein Advisors
New York
$3.6M +$3.49M +49,783 New
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$3.46M -$296K -4,226 -8%
Wells Fargo
59
Wells Fargo
California
$3.45M -$2.85M -40,692 -46%
PCMC
60
Private Capital Management (Colorado)
Colorado
$3.24M -$113K -1,615 -3%
UBS AM
61
UBS AM
Illinois
$2.9M -$23.4K -334 -0.8%
LW
62
Linscomb Wealth
Texas
$2.68M
UBS Group
63
UBS Group
Switzerland
$2.53M -$579K -8,261 -19%
CS
64
Credit Suisse
Switzerland
$2.52M -$932K -13,289 -28%
Canada Life
65
Canada Life
Manitoba, Canada
$2.27M -$306K -4,368 -12%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$2.23M -$1.05M -15,027 -33%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$2.18M -$18.9K -269 -0.9%
Deutsche Bank
68
Deutsche Bank
Germany
$2.08M -$148K -2,108 -7%
COPPSERS
69
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.04M -$11.5K -164 -0.6%
Rafferty Asset Management
70
Rafferty Asset Management
New York
$1.99M +$1.34M +19,077 +227%
TPSF
71
Texas Permanent School Fund
Texas
$1.98M -$147K -2,089 -7%
Citigroup
72
Citigroup
New York
$1.96M +$640K +9,122 +51%
LSV Asset Management
73
LSV Asset Management
Illinois
$1.94M -$1.4M -19,900 -43%
HFS
74
Howard Financial Services
Texas
$1.89M +$1.54K +22 +0.1%
SOADOR
75
State of Alaska Department of Revenue
Alaska
$1.79M -$264K -3,760 -13%

IBTX Hedge Fund Activity: Q1 2021 in Review

188 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2021, worth a combined $2.22B — up 17% from $1.89B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of IBTX and 22 opened new positions — a net loss of 5 holders — while 72 trimmed existing stakes and 62 added.

The largest buyer was Capital Research Global Investors, adding an estimated $60.4M. The largest seller was FJ Capital Management, cutting an estimated $40M.

  • 188 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2021, down from 195 in Q4 2020.
  • Funds reported $2.22B of Independent Bank Group, Inc. stock for Q1 2021, up 17% quarter-over-quarter.
  • 22 funds opened new Independent Bank Group, Inc. positions in Q1 2021 and 27 closed out, a net change of -5 holders.
  • The largest Independent Bank Group, Inc. buyer in Q1 2021 was Capital Research Global Investors, an estimated $60.4M added.
  • The largest Independent Bank Group, Inc. seller in Q1 2021 was FJ Capital Management, an estimated $40M sold.

Based on aggregated 13F filings for Q1 2021.