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IBTX

Independent Bank Group, Inc.

Delisted

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

136 hedge funds and large institutions have $1.08B invested in Independent Bank Group, Inc. in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 13

31% more capital invested

Capital invested by funds: $823M → $1.08B (+$259M)

28% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 36

20% more funds holding

Funds holding: 113136 (+23)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
136
Holders Change
+23
Holders Change %
+20.35%
% of All Funds
3.08%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
36
Increased
46
Reduced
36
Closed
13
Calls
$3.48M
Puts
Net Calls
+$3.48M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
76
GSA Capital Partners
United Kingdom
$699K -$127K -1,967 -16%
US Bancorp
77
US Bancorp
Minnesota
$699K -$39.5K -611 -6%
DTL
78
Dynamic Technology Lab
Singapore
$670K +$640K +9,902 New
AQR Capital Management
79
AQR Capital Management
Connecticut
$644K -$886K -13,696 -59%
MFIM
80
Mesirow Financial Investment Management
Illinois
$603K +$10.1K +156 +2%
Legal & General Group
81
Legal & General Group
United Kingdom
$593K +$122K +1,890 +28%
MIM
82
MetLife Investment Management
New Jersey
$569K +$545K +8,423 New
AA
83
ALPS Advisors
Colorado
$565K
SSP
84
Sapphire Star Partners
Washington
$564K +$539K +8,337 New
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$554K +$453 +7 +0.1%
UCFA
86
United Capital Financial Advisors
Texas
$541K +$2.59K +40 +0.5%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$539K
DCM
88
Dupont Capital Management
Delaware
$538K -$169K -2,619 -25%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$537K +$514K +7,944 New
Invesco
90
Invesco
Georgia
$530K +$26.8K +415 +6%
CAM
91
ClariVest Asset Management
California
$503K -$34.8K -538 -7%
Stifel Financial
92
Stifel Financial
Missouri
$499K +$479K +7,406 New
PDM
93
Penn Davis McFarland
Texas
$474K +$454K +7,014 New
FIM
94
Freedom Investment Management
Connecticut
$402K +$8.21K +127 +2%
MLICM
95
Metropolitan Life Insurance Company (MetLife)
New York
$387K -$419K -6,481 -53%
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$386K
AG
97
Aperio Group
California
$383K +$366K +5,667 New
TD Asset Management
98
TD Asset Management
Ontario, Canada
$364K +$348K +5,386 New
YMRC
99
Yorktown Management & Research Company
Virginia
$362K
IWP
100
Icon Wealth Partners
Texas
$340K +$325K +5,033 New

IBTX Hedge Fund Activity: Q4 2017 in Review

136 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2017, worth a combined $1.08B — up 31% from $823M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IBTX positions and 13 closed out — a net gain of 23 holders — while 46 added to existing stakes and 36 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $29.5M. The largest seller was Stone Point Capital, cutting an estimated $28.5M.

  • 136 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2017, up from 113 in Q3 2017.
  • Funds reported $1.08B of Independent Bank Group, Inc. stock for Q4 2017, up 31% quarter-over-quarter.
  • 36 funds opened new Independent Bank Group, Inc. positions in Q4 2017 and 13 closed out, a net change of +23 holders.
  • The largest Independent Bank Group, Inc. buyer in Q4 2017 was T. Rowe Price Associates, an estimated $29.5M added.
  • The largest Independent Bank Group, Inc. seller in Q4 2017 was Stone Point Capital, an estimated $28.5M sold.

Based on aggregated 13F filings for Q4 2017.