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IBTX

Independent Bank Group, Inc.

Delisted

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

135 hedge funds and large institutions have $1.25B invested in Independent Bank Group, Inc. in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 35 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $2.5M

57% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 35

6% more capital invested

Capital invested by funds: $1.18B → $1.25B (+$68.6M)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 136135 (-1)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
135
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
55
Reduced
35
Closed
24
Calls
$15.6M
Puts
$2.5M
Net Calls
+$13.2M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
76
Parametric Portfolio Associates
Washington
$792K +$66.8K +978 +9%
UCFA
77
United Capital Financial Advisors
Texas
$780K +$183K +2,675 +29%
AHC
78
Adell Harriman & Carpenter
Texas
$761K
US Bancorp
79
US Bancorp
Minnesota
$722K -$18.1K -265 -2%
GF
80
Goodman Financial
Texas
$718K
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$718K +$105K +1,544 +17%
Barclays
82
Barclays
United Kingdom
$665K -$62.2K -911 -8%
MIM
83
MetLife Investment Management
New Jersey
$650K
SSP
84
Sapphire Star Partners
Washington
$633K +$31.2K +457 +5%
UBS AM
85
UBS AM
Illinois
$621K +$223K +3,271 +54%
EGPO
86
EnTrust Global Partners Offshore
New York
$597K +$615K +9,000 New
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$574K +$8.19K +120 +1%
Wolverine Trading
88
Wolverine Trading
Illinois
$564K +$581K +8,503 New
Invesco
89
Invesco
Georgia
$558K -$1.66M -24,381 -74%
MWNA
90
Marshall Wace North America
New York
$555K +$571K +8,369 New
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$527K
Legal & General Group
92
Legal & General Group
United Kingdom
$507K
LA
93
Legacy Advisors
Pennsylvania
$482K +$497K +7,275 New
PWAG
94
Polaris Wealth Advisory Group
California
$482K +$497K +7,275 New
AG
95
Advisor Group
Arizona
$480K +$453K +6,634 +1,072%
CAM
96
ClariVest Asset Management
California
$479K
MLICM
97
Metropolitan Life Insurance Company (MetLife)
New York
$459K
California Public Employees Retirement System
98
California Public Employees Retirement System
California
$442K -$78.2K -1,145 -15%
YMRC
99
Yorktown Management & Research Company
Virginia
$439K +$40.1K +587 +10%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$391K -$69K -1,010 -15%

IBTX Hedge Fund Activity: Q3 2018 in Review

135 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2018, worth a combined $1.25B — up 5.8% from $1.18B a quarter earlier.

Fund positioning in IBTX was balanced in Q3 2018: 24 funds opened new positions, 24 closed out, 55 added to existing stakes and 35 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $21M. The largest seller was CIBC Private Wealth Group, cutting an estimated $38.1M.

  • 135 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2018, down from 136 in Q2 2018.
  • Funds reported $1.25B of Independent Bank Group, Inc. stock for Q3 2018, up 5.8% quarter-over-quarter.
  • 24 funds opened new Independent Bank Group, Inc. positions in Q3 2018 and 24 closed out, a net change of 0 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2018 was Dimensional Fund Advisors, an estimated $21M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2018 was CIBC Private Wealth Group, an estimated $38.1M sold.

Based on aggregated 13F filings for Q3 2018.