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IBTX

Independent Bank Group, Inc.

Delisted

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

130 hedge funds and large institutions have $1.19B invested in Independent Bank Group, Inc. in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 66 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more call options, than puts

Call options by funds: $4.09M | Put options by funds: $1.09M

94% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 34

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

10% more capital invested

Capital invested by funds: $1.08B → $1.19B (+$104M)

4% less funds holding

Funds holding: 136130 (-6)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
130
Holders Change
-6
Holders Change %
-4.41%
% of All Funds
2.98%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
13
Increased
66
Reduced
34
Closed
18
Calls
$4.09M
Puts
$1.09M
Net Calls
+$3M
Net Calls Change
-$481K
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
76
Jacobs Levy Equity Management
New Jersey
$845K +$86.3K +1,200 +11%
AHC
77
Adell Harriman & Carpenter
Texas
$811K
US Bancorp
78
US Bancorp
Minnesota
$789K +$58.7K +816 +8%
EM
79
ELCO Management
New York
$788K
PPA
80
Parametric Portfolio Associates
Washington
$722K -$22.6K -315 -3%
MFIM
81
Mesirow Financial Investment Management
Illinois
$622K -$9.2K -128 -1%
SSP
82
Sapphire Star Partners
Washington
$602K +$13.2K +184 +2%
MIM
83
MetLife Investment Management
New Jersey
$596K
UCFA
84
United Capital Financial Advisors
Texas
$588K +$22.4K +312 +4%
Stifel Financial
85
Stifel Financial
Missouri
$586K +$60.6K +843 +11%
Legal & General Group
86
Legal & General Group
United Kingdom
$565K -$55.1K -767 -9%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$564K
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$562K
CAM
89
ClariVest Asset Management
California
$562K +$37.3K +519 +7%
AA
90
ALPS Advisors
Colorado
$464K -$129K -1,791 -21%
MLICM
91
Metropolitan Life Insurance Company (MetLife)
New York
$425K +$20.1K +279 +5%
California Public Employees Retirement System
92
California Public Employees Retirement System
California
$412K +$146K +2,034 +54%
PDM
93
Penn Davis McFarland
Texas
$393K -$104K -1,450 -21%
AQR Capital Management
94
AQR Capital Management
Connecticut
$389K -$289K -4,020 -42%
YMRC
95
Yorktown Management & Research Company
Virginia
$378K
Barclays
96
Barclays
United Kingdom
$373K +$91.7K +1,276 +32%
IWP
97
Icon Wealth Partners
Texas
$356K +$575 +8 +0.2%
ANBT
98
American National Bank & Trust
Texas
$338K
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$336K -$433K -6,020 -56%
FIM
100
Freedom Investment Management
Connecticut
$335K -$87.1K -1,211 -20%

IBTX Hedge Fund Activity: Q1 2018 in Review

130 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2018, worth a combined $1.19B — up 9.7% from $1.08B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IBTX and 13 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 66 added.

The largest buyer was Mendon Capital Advisors, adding an estimated $27.8M. The largest seller was Stone Point Capital, exiting entirely with an estimated $89.4M sold.

  • 130 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2018, down from 136 in Q4 2017.
  • Funds reported $1.19B of Independent Bank Group, Inc. stock for Q1 2018, up 9.7% quarter-over-quarter.
  • 13 funds opened new Independent Bank Group, Inc. positions in Q1 2018 and 18 closed out, a net change of -5 holders.
  • The largest Independent Bank Group, Inc. buyer in Q1 2018 was Mendon Capital Advisors, an estimated $27.8M added.
  • The largest Independent Bank Group, Inc. seller in Q1 2018 was Stone Point Capital, an estimated $89.4M sold.

Based on aggregated 13F filings for Q1 2018.