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IBTX

Independent Bank Group, Inc.

Delisted

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

197 hedge funds and large institutions have $1.53B invested in Independent Bank Group, Inc. in 2019 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

863% more call options, than puts

Call options by funds: $9.92M | Put options by funds: $1.03M

205% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 20

24% more funds holding

Funds holding: 159197 (+38)

10% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 50

3% more capital invested

Capital invested by funds: $1.48B → $1.53B (+$47.8M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
197
Holders Change
+38
Holders Change %
+23.9%
% of All Funds
3.88%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
61
Increased
55
Reduced
50
Closed
20
Calls
$9.92M
Puts
$1.03M
Net Calls
+$8.89M
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LW
76
Linscomb Wealth
Texas
$1.95M -$23.8K -429 -1%
MCA
77
Mendon Capital Advisors
Florida
$1.94M -$15M -269,795 -89%
UBS Group
78
UBS Group
Switzerland
$1.88M -$22K -396 -1%
WAM
79
Wolverine Asset Management
Illinois
$1.87M +$1.87M +33,661 New
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$1.85M -$1.13M -20,306 -38%
FAM
81
Fred Alger Management
New York
$1.8M -$21.7M -390,694 -92%
Deutsche Bank
82
Deutsche Bank
Germany
$1.77M +$656K +11,810 +59%
DA
83
Doliver Advisors
Texas
$1.72M -$428K -7,704 -20%
CMO
84
Covenant Multifamily Offices
Texas
$1.71M
LI
85
Leap Investments
Illinois
$1.67M +$1.68M +30,200 New
Tudor Investment Corp
86
Tudor Investment Corp
Connecticut
$1.61M +$1.61M +28,972 New
Assenagon Asset Management
87
Assenagon Asset Management
Luxembourg
$1.57M +$1.57M +28,309 New
DLCIG
88
D.L. Carlson Investment Group
New Hampshire
$1.51M -$222 -4 -0%
Citigroup
89
Citigroup
New York
$1.51M +$1.39M +25,052 +1,154%
Principal Financial Group
90
Principal Financial Group
Iowa
$1.47M -$17.1K -308 -1%
PPA
91
Parametric Portfolio Associates
Washington
$1.47M +$583K +10,506 +66%
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$1.45M +$777K +13,991 +116%
OAM
93
Oxford Asset Management
United Kingdom
$1.44M +$1.45M +26,046 New
SCM
94
Stevens Capital Management
Pennsylvania
$1.4M +$1.4M +25,279 New
Aviva
95
Aviva
United Kingdom
$1.39M +$1.39M +24,995 New
WHG
96
Westwood Holdings Group
Texas
$1.3M
SEI Investments
97
SEI Investments
Pennsylvania
$1.27M +$98.1K +1,767 +8%
AQR Capital Management
98
AQR Capital Management
Connecticut
$1.26M +$1.26M +22,720 New
AIG
99
American International Group
New York
$1.24M -$10.4K -188 -0.8%
BGIM
100
Brandywine Global Investment Management
Pennsylvania
$1.23M +$1.24M +22,350 +319,286%

IBTX Hedge Fund Activity: Q4 2019 in Review

197 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2019, worth a combined $1.53B — up 3.2% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IBTX positions and 20 closed out — a net gain of 41 holders — while 55 added to existing stakes and 50 trimmed.

The largest buyer was Channing Capital Management, opening a new position worth an estimated $29.5M. The largest seller was VOYA Investment Management, cutting an estimated $37.5M.

  • 197 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2019, up from 159 in Q3 2019.
  • Funds reported $1.53B of Independent Bank Group, Inc. stock for Q4 2019, up 3.2% quarter-over-quarter.
  • 61 funds opened new Independent Bank Group, Inc. positions in Q4 2019 and 20 closed out, a net change of +41 holders.
  • The largest Independent Bank Group, Inc. buyer in Q4 2019 was Channing Capital Management, an estimated $29.5M added.
  • The largest Independent Bank Group, Inc. seller in Q4 2019 was VOYA Investment Management, an estimated $37.5M sold.

Based on aggregated 13F filings for Q4 2019.