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IBTX

Independent Bank Group, Inc.

Delisted

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

212 hedge funds and large institutions have $1.49B invested in Independent Bank Group, Inc. in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 72 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

339% more call options, than puts

Call options by funds: $1M | Put options by funds: $228K

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

9% more funds holding

Funds holding: 195212 (+17)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 72

11% less capital invested

Capital invested by funds: $1.66B → $1.49B (-$175M)

Holders
212
Holders Change
+17
Holders Change %
+8.72%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
71
Reduced
72
Closed
8
Calls
$1M
Puts
$228K
Net Calls
+$772K
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
51
American Century Companies
Missouri
$2.64M +$813K +17,442 +43%
Hotchkis & Wiley Capital Management
52
Hotchkis & Wiley Capital Management
California
$2.6M -$3.5M -75,060 -57%
Rafferty Asset Management
53
Rafferty Asset Management
New York
$2.45M -$220K -4,718 -8%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$2.31M +$176K +3,770 +8%
EPCA
55
Elizabeth Park Capital Advisors
Ohio
$2.26M -$163K -3,500 -7%
First Trust Advisors
56
First Trust Advisors
Illinois
$2.25M -$1.07M -22,933 -32%
AI
57
Atom Investors
Texas
$2.18M +$1.75M +37,493 +369%
AllianceBernstein
58
AllianceBernstein
Tennessee
$1.97M -$184K -3,940 -8%
Jane Street
59
Jane Street
New York
$1.91M +$935K +20,051 +92%
CS
60
Credit Suisse
Switzerland
$1.8M +$8.07K +173 +0.4%
JP Morgan Chase
61
JP Morgan Chase
New York
$1.75M -$478K -10,242 -21%
GCP
62
GSA Capital Partners
United Kingdom
$1.75M +$768K +16,470 +75%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$1.69M -$93.4K -2,002 -5%
Squarepoint
64
Squarepoint
New York
$1.68M +$1.03M +22,013 +148%
Renaissance Technologies
65
Renaissance Technologies
New York
$1.64M +$1.68M +35,943 New
TI
66
Trexquant Investment
Connecticut
$1.52M +$786K +16,845 +103%
Canada Life
67
Canada Life
Manitoba, Canada
$1.48M +$87.9K +1,884 +6%
TPSF
68
Texas Permanent School Fund
Texas
$1.43M +$19.6K +420 +1%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$1.42M -$39.5K -847 -3%
UBS Group
70
UBS Group
Switzerland
$1.41M -$626K -13,430 -30%
UBS AM
71
UBS AM
Illinois
$1.35M
HF
72
HRT Financial
New York
$1.27M +$674K +14,442 +108%
HFS
73
Howard Financial Services
Texas
$1.26M +$10.1K +216 +0.8%
LW
74
Linscomb Wealth
Texas
$1.24M
Pathstone Holdings
75
Pathstone Holdings
New Jersey
$1.13M +$856K +18,363 +290%

IBTX Hedge Fund Activity: Q1 2024 in Review

212 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2024, worth a combined $1.49B — down 11% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBTX positions and 8 closed out — a net gain of 17 holders — while 71 added to existing stakes and 72 trimmed.

The largest buyer was Macquarie Group, adding an estimated $17.5M. The largest seller was Morgan Stanley, cutting an estimated $35.7M.

  • 212 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2024, up from 195 in Q4 2023.
  • Funds reported $1.49B of Independent Bank Group, Inc. stock for Q1 2024, down 11% quarter-over-quarter.
  • 25 funds opened new Independent Bank Group, Inc. positions in Q1 2024 and 8 closed out, a net change of +17 holders.
  • The largest Independent Bank Group, Inc. buyer in Q1 2024 was Macquarie Group, an estimated $17.5M added.
  • The largest Independent Bank Group, Inc. seller in Q1 2024 was Morgan Stanley, an estimated $35.7M sold.

Based on aggregated 13F filings for Q1 2024.