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IBTX

Independent Bank Group, Inc.

Delisted

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

184 hedge funds and large institutions have $1.25B invested in Independent Bank Group, Inc. in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $993K | Put options by funds: $384K

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

16% more capital invested

Capital invested by funds: $1.08B → $1.25B (+$173M)

3% more funds holding

Funds holding: 178184 (+6)

4% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 68

Holders
184
Holders Change
+6
Holders Change %
+3.37%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
65
Reduced
68
Closed
15
Calls
$993K
Puts
$384K
Net Calls
+$609K
Net Calls Change
+$419K
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
51
Prudential Financial
New Jersey
$2.87M -$122K -2,978 -4%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$2.85M -$467K -11,444 -14%
Barclays
53
Barclays
United Kingdom
$2.66M -$203K -4,964 -7%
TI
54
Trexquant Investment
Connecticut
$2.22M +$922K +22,604 +67%
EPCA
55
Elizabeth Park Capital Advisors
Ohio
$2.1M +$2.17M +53,075 New
CS
56
Credit Suisse
Switzerland
$1.95M -$81K -1,985 -4%
Squarepoint
57
Squarepoint
New York
$1.84M -$1M -24,533 -34%
JP Morgan Chase
58
JP Morgan Chase
New York
$1.79M -$920K -22,541 -33%
Public Sector Pension Investment Board (PSP Investments)
59
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.76M -$760K -18,620 -30%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$1.62M -$118K -2,895 -7%
DFCM
61
Dark Forest Capital Management
Puerto Rico
$1.57M +$857K +21,002 +113%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$1.56M -$728K -17,846 -31%
GCP
63
GSA Capital Partners
United Kingdom
$1.48M +$1.09M +26,714 +249%
Rafferty Asset Management
64
Rafferty Asset Management
New York
$1.46M -$757K -18,562 -33%
PP
65
PDT Partners
New York
$1.45M -$399K -9,770 -21%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$1.3M -$45.1K -1,104 -3%
Canada Life
67
Canada Life
Manitoba, Canada
$1.26M +$18.4K +451 +1%
UBS AM
68
UBS AM
Illinois
$1.25M
Marshall Wace
69
Marshall Wace
United Kingdom
$1.24M -$302K -7,401 -19%
Citigroup
70
Citigroup
New York
$1.24M -$1.1M -26,895 -46%
UBS Group
71
UBS Group
Switzerland
$1.23M +$505K +12,378 +66%
Franklin Resources
72
Franklin Resources
California
$1.23M -$830K -20,344 -40%
TPSF
73
Texas Permanent School Fund
Texas
$1.21M -$30.8K -754 -2%
HFS
74
Howard Financial Services
Texas
$1.08M +$9.55K +234 +0.9%
LW
75
Linscomb Wealth
Texas
$1.07M

IBTX Hedge Fund Activity: Q3 2023 in Review

184 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2023, worth a combined $1.25B — up 16% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBTX positions and 15 closed out — a net gain of 7 holders — while 65 added to existing stakes and 68 trimmed.

The largest buyer was Holocene Advisors, adding an estimated $18.7M. The largest seller was American Century Companies, cutting an estimated $25.3M.

  • 184 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2023, up from 178 in Q2 2023.
  • Funds reported $1.25B of Independent Bank Group, Inc. stock for Q3 2023, up 16% quarter-over-quarter.
  • 22 funds opened new Independent Bank Group, Inc. positions in Q3 2023 and 15 closed out, a net change of +7 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2023 was Holocene Advisors, an estimated $18.7M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2023 was American Century Companies, an estimated $25.3M sold.

Based on aggregated 13F filings for Q3 2023.