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IBTX

Independent Bank Group, Inc.

Delisted

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

178 hedge funds and large institutions have $2.2B invested in Independent Bank Group, Inc. in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $2.18M | Put options by funds: $1.32M

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1% more funds holding

Funds holding: 177178 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $2.3B → $2.2B (-$102M)

15% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 65

Holders
178
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
55
Reduced
65
Closed
17
Calls
$2.18M
Puts
$1.32M
Net Calls
+$859K
Net Calls Change
+$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Aviva
51
Aviva
United Kingdom
$3.63M
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$3.58M -$102K -1,463 -3%
Two Sigma Investments
53
Two Sigma Investments
New York
$3.28M +$3.21M +46,124 New
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$2.99M -$425K -6,099 -13%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$2.85M +$1.62M +23,329 +139%
UBS AM
56
UBS AM
Illinois
$2.67M +$139K +1,996 +6%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$2.65M -$90.5K -1,300 -3%
Comerica Bank
58
Comerica Bank
Texas
$2.6M -$124K -1,779 -5%
WC
59
Walthausen & Co
New York
$2.6M +$366K +5,250 +17%
Wells Fargo
60
Wells Fargo
California
$2.39M -$1.08M -15,461 -31%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$2.35M +$379K +5,448 +20%
CS
62
Credit Suisse
Switzerland
$2.35M -$227K -3,261 -9%
Canada Life
63
Canada Life
Manitoba, Canada
$2.28M +$42.5K +610 +2%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$2.13M -$418 -6 -0%
COPPSERS
65
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2M -$1.88K -27 -0.1%
TPSF
66
Texas Permanent School Fund
Texas
$1.95M +$7.1K +102 +0.4%
LW
67
Linscomb Wealth
Texas
$1.94M -$288K -4,136 -13%
Deutsche Bank
68
Deutsche Bank
Germany
$1.93M -$47.9K -688 -2%
SOADOR
69
State of Alaska Department of Revenue
Alaska
$1.92M +$117K +1,675 +7%
HFS
70
Howard Financial Services
Texas
$1.86M +$1.74K +25 +0.1%
AIG
71
American International Group
New York
$1.68M -$54.2K -779 -3%
State of Tennessee, Department of Treasury
72
State of Tennessee, Department of Treasury
Tennessee
$1.63M -$87.7K -1,260 -5%
Ensign Peak Advisors
73
Ensign Peak Advisors
Utah
$1.53M
Citigroup
74
Citigroup
New York
$1.5M -$1.41M -20,191 -49%
Voloridge Investment Management
75
Voloridge Investment Management
Florida
$1.49M +$1.46M +20,905 New

IBTX Hedge Fund Activity: Q3 2021 in Review

178 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2021, worth a combined $2.2B — down 4.4% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IBTX positions and 17 closed out — a net gain of 3 holders — while 55 added to existing stakes and 65 trimmed.

The largest buyer was Fort Washington Investment Advisors, opening a new position worth an estimated $11.9M. The largest seller was Fidelity Investments, cutting an estimated $11.4M.

  • 178 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2021, up from 177 in Q2 2021.
  • Funds reported $2.2B of Independent Bank Group, Inc. stock for Q3 2021, down 4.4% quarter-over-quarter.
  • 20 funds opened new Independent Bank Group, Inc. positions in Q3 2021 and 17 closed out, a net change of +3 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2021 was Fort Washington Investment Advisors, an estimated $11.9M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2021 was Fidelity Investments, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2021.