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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 $1.18B invested in Independent Bank Group, Inc. in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

624% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $1.86M

88% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 34

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

5% more funds holding

Funds holding: 130136 (+6)

1% less capital invested

Capital invested by funds: $1.19B → $1.18B (-$6.63M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
136
Holders Change
+6
Holders Change %
+4.62%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
21
Increased
64
Reduced
34
Closed
14
Calls
$13.5M
Puts
$1.86M
Net Calls
+$11.6M
Net Calls Change
+$8.59M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
76
Credit Suisse
Switzerland
$744K -$229K -3,139 -22%
PPA
77
Parametric Portfolio Associates
Washington
$732K +$54.8K +751 +7%
Barclays
78
Barclays
United Kingdom
$732K +$414K +5,670 +108%
GF
79
Goodman Financial
Texas
$724K -$226K -3,100 -22%
ADEF
80
Adams Diversified Equity Fund
Maryland
$661K +$722K +9,900 New
MIM
81
MetLife Investment Management
New Jersey
$655K +$101K +1,383 +16%
CCIA
82
Campbell & Co Investment Adviser
Maryland
$655K +$715K +9,800 New
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$620K +$664K +9,095 +4,787%
SSP
84
Sapphire Star Partners
Washington
$607K +$41.5K +569 +7%
UCFA
85
United Capital Financial Advisors
Texas
$607K +$55.7K +763 +9%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$570K +$40.9K +560 +7%
Squarepoint
87
Squarepoint
New York
$537K +$586K +8,034 New
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$531K
California Public Employees Retirement System
89
California Public Employees Retirement System
California
$522K +$145K +1,986 +34%
Legal & General Group
90
Legal & General Group
United Kingdom
$512K -$25K -342 -4%
CAM
91
ClariVest Asset Management
California
$482K -$53.6K -734 -9%
MLICM
92
Metropolitan Life Insurance Company (MetLife)
New York
$463K +$66.7K +914 +15%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$460K +$383K +5,244 +317%
AA
94
ALPS Advisors
Colorado
$419K -$21.6K -296 -5%
UBS AM
95
UBS AM
Illinois
$407K +$168K +2,300 +61%
YMRC
96
Yorktown Management & Research Company
Virginia
$403K +$50K +685 +13%
D.E. Shaw & Co
97
D.E. Shaw & Co
New York
$399K +$436K +5,979 New
PDM
98
Penn Davis McFarland
Texas
$372K
SI
99
Stephens Inc
Arkansas
$371K -$492K -6,749 -55%
AQR Capital Management
100
AQR Capital Management
Connecticut
$357K -$11.5K -158 -3%

IBTX Hedge Fund Activity: Q2 2018 in Review

136 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q2 2018, worth a combined $1.18B — down 0.56% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IBTX positions and 14 closed out — a net gain of 7 holders — while 64 added to existing stakes and 34 trimmed.

The largest buyer was Vanguard Group, adding an estimated $31.7M. The largest seller was Wellington Management Group, cutting an estimated $32.7M.

  • 136 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q2 2018, up from 130 in Q1 2018.
  • Funds reported $1.18B of Independent Bank Group, Inc. stock for Q2 2018, down 0.56% quarter-over-quarter.
  • 21 funds opened new Independent Bank Group, Inc. positions in Q2 2018 and 14 closed out, a net change of +7 holders.
  • The largest Independent Bank Group, Inc. buyer in Q2 2018 was Vanguard Group, an estimated $31.7M added.
  • The largest Independent Bank Group, Inc. seller in Q2 2018 was Wellington Management Group, an estimated $32.7M sold.

Based on aggregated 13F filings for Q2 2018.