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IBTX

Independent Bank Group, Inc.

Delisted

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

177 hedge funds and large institutions have $2.3B invested in Independent Bank Group, Inc. in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 64 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $2.22B → $2.3B (+$85.5M)

3% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 62

6% less funds holding

Funds holding: 188177 (-11)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

54% less call options, than puts

Call options by funds: $666K | Put options by funds: $1.46M

55% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 20

Holders
177
Holders Change
-11
Holders Change %
-5.85%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
64
Reduced
62
Closed
20
Calls
$666K
Puts
$1.46M
Net Calls
-$791K
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
51
Private Capital Management (Colorado)
Colorado
$3.71M +$408K +5,382 +12%
RBA
52
Richard Bernstein Advisors
New York
$3.68M
Wells Fargo
53
Wells Fargo
California
$3.64M +$111K +1,461 +3%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$3.56M +$23.5K +310 +0.6%
Citigroup
55
Citigroup
New York
$3.05M +$1.07M +14,133 +52%
UBS Group
56
UBS Group
Switzerland
$2.98M +$401K +5,293 +15%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$2.86M -$1.06M -14,040 -27%
CS
58
Credit Suisse
Switzerland
$2.69M +$110K +1,449 +4%
UBS AM
59
UBS AM
Illinois
$2.63M -$352K -4,647 -12%
Comerica Bank
60
Comerica Bank
Texas
$2.53M -$3.19M -42,156 -53%
LW
61
Linscomb Wealth
Texas
$2.33M -$426K -5,625 -15%
WC
62
Walthausen & Co
New York
$2.31M +$2.37M +31,290 New
Canada Life
63
Canada Life
Manitoba, Canada
$2.31M -$23.4K -309 -1%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$2.22M -$11K -145 -0.5%
Rafferty Asset Management
65
Rafferty Asset Management
New York
$2.15M +$119K +1,576 +6%
COPPSERS
66
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.08M -$10.5K -138 -0.5%
Deutsche Bank
67
Deutsche Bank
Germany
$2.06M -$75.8K -1,000 -3%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$2.04M -$238K -3,146 -10%
TPSF
69
Texas Permanent School Fund
Texas
$2.02M -$5.15K -68 -0.2%
HFS
70
Howard Financial Services
Texas
$1.94M +$1.59K +21 +0.1%
SOADOR
71
State of Alaska Department of Revenue
Alaska
$1.88M +$43K +567 +2%
State of Tennessee, Department of Treasury
72
State of Tennessee, Department of Treasury
Tennessee
$1.78M +$333K +4,393 +22%
Ensign Peak Advisors
73
Ensign Peak Advisors
Utah
$1.6M +$22.7K +300 +1%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$1.56M -$76.2K -1,006 -5%
CAM
75
ClariVest Asset Management
California
$1.5M +$3.41K +45 +0.2%

IBTX Hedge Fund Activity: Q2 2021 in Review

177 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q2 2021, worth a combined $2.3B — up 3.9% from $2.22B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IBTX and 9 opened new positions — a net loss of 11 holders — while 62 trimmed existing stakes and 64 added.

The largest buyer was Capital Research Global Investors, adding an estimated $48.1M. The largest seller was FJ Capital Management, exiting entirely with an estimated $18.6M sold.

  • 177 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q2 2021, down from 188 in Q1 2021.
  • Funds reported $2.3B of Independent Bank Group, Inc. stock for Q2 2021, up 3.9% quarter-over-quarter.
  • 9 funds opened new Independent Bank Group, Inc. positions in Q2 2021 and 20 closed out, a net change of -11 holders.
  • The largest Independent Bank Group, Inc. buyer in Q2 2021 was Capital Research Global Investors, an estimated $48.1M added.
  • The largest Independent Bank Group, Inc. seller in Q2 2021 was FJ Capital Management, an estimated $18.6M sold.

Based on aggregated 13F filings for Q2 2021.