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IBTX

Independent Bank Group, Inc.

Delisted

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

208 hedge funds and large institutions have $1.86B invested in Independent Bank Group, Inc. in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

29% more capital invested

Capital invested by funds: $1.44B → $1.86B (+$422M)

7% more funds holding

Funds holding: 194208 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 73

20% less call options, than puts

Call options by funds: $375K | Put options by funds: $466K

Holders
208
Holders Change
+14
Holders Change %
+7.22%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
59
Reduced
73
Closed
18
Calls
$375K
Puts
$466K
Net Calls
-$91K
Net Calls Change
-$592K
Name Holding Trade Value Shares
Change
Change in
Stake
Hotchkis & Wiley Capital Management
51
Hotchkis & Wiley Capital Management
California
$3.39M -$448K -8,200 -12%
HAI
52
Hennessy Advisors Inc
California
$3.11M +$2.68M +49,000 +980%
Russell Investments Group
53
Russell Investments Group
United Kingdom
$2.74M -$147K -2,699 -5%
Rafferty Asset Management
54
Rafferty Asset Management
New York
$2.74M -$1.63M -29,773 -38%
AI
55
Atom Investors
Texas
$2.56M -$5.45M -99,673 -69%
AllianceBernstein
56
AllianceBernstein
Tennessee
$2.37M -$115K -2,109 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
57
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.2M +$2.08M +38,142 New
Prudential Financial
58
Prudential Financial
New Jersey
$2.18M -$4.28M -78,328 -67%
Canada Life
59
Canada Life
Manitoba, Canada
$2.05M -$95.8K -1,754 -5%
EC
60
EJF Capital
Virginia
$2.03M -$562K -10,287 -23%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$2.03M -$55.5K -1,015 -3%
UBS Group
62
UBS Group
Switzerland
$1.91M -$130K -2,375 -7%
RA
63
Royce & Associates
New York
$1.79M -$865K -15,833 -34%
VI
64
Versor Investments
New York
$1.65M +$10.2K +186 +0.7%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$1.63M -$85.9K -1,572 -5%
HFS
66
Howard Financial Services
Texas
$1.61M
LW
67
Linscomb Wealth
Texas
$1.57M
Pathstone Holdings
68
Pathstone Holdings
New Jersey
$1.56M +$92.2K +1,688 +7%
Two Sigma Investments
69
Two Sigma Investments
New York
$1.33M -$1.89M -34,542 -60%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$1.25M -$81.5K -1,492 -6%
MIM
71
MetLife Investment Management
New Jersey
$1.2M
CF
72
Corebridge Financial
Texas
$1.2M -$11.8K -216 -1%
SOADOR
73
State of Alaska Department of Revenue
Alaska
$1.19M -$30.7K -562 -3%
Deutsche Bank
74
Deutsche Bank
Germany
$1.17M +$255K +4,660 +30%
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$1.17M -$4.53M -82,926 -80%

IBTX Hedge Fund Activity: Q3 2024 in Review

208 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2024, worth a combined $1.86B — up 29% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IBTX positions and 18 closed out — a net gain of 15 holders — while 59 added to existing stakes and 73 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $43.9M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $12M sold.

  • 208 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2024, up from 194 in Q2 2024.
  • Funds reported $1.86B of Independent Bank Group, Inc. stock for Q3 2024, up 29% quarter-over-quarter.
  • 33 funds opened new Independent Bank Group, Inc. positions in Q3 2024 and 18 closed out, a net change of +15 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2024 was Capital International Investors, an estimated $43.9M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2024 was Adage Capital Partners, an estimated $12M sold.

Based on aggregated 13F filings for Q3 2024.