Independent Bank Group, Inc.
IBTX
IBTX was delisted on the 31st of December, 2024.
163 hedge funds and large institutions have $722M invested in Independent Bank Group, Inc. in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 49 reducing their positions, and 55 closing their positions.
601% more call options, than puts
Call options by funds: $1.69M | Put options by funds: $241K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
27% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 49
17% less funds holding
Funds holding: 197 → 163 (-34)
53% less capital invested
Capital invested by funds: $1.53B → $722M (-$803M)
58% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$30.8M |
| 2 |
BCM
Basswood Capital Management
New York
|
+$26M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$24.3M |
| 4 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$24.2M |
| 5 |
DAM
Davis Asset Management
Sausalito,
California
|
+$21.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Channing Capital Management
Chicago,
Illinois
|
-$29.5M |
| 2 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$19.2M |
| 3 |
BlackRock
New York
|
-$8.8M |
| 4 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
-$7.29M |
| 5 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
-$6.17M |
IBTX Hedge Fund Activity: Q1 2020 in Review
163 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2020, worth a combined $722M — down 53% from $1.53B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of IBTX and 23 opened new positions — a net loss of 32 holders — while 49 trimmed existing stakes and 62 added.
The largest buyer was Endeavour Capital Advisors, opening a new position worth an estimated $30.8M. The largest seller was Channing Capital Management, exiting entirely with an estimated $29.5M sold.
- 163 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2020, down from 197 in Q4 2019.
- Funds reported $722M of Independent Bank Group, Inc. stock for Q1 2020, down 53% quarter-over-quarter.
- 23 funds opened new Independent Bank Group, Inc. positions in Q1 2020 and 55 closed out, a net change of -32 holders.
- The largest Independent Bank Group, Inc. buyer in Q1 2020 was Endeavour Capital Advisors, an estimated $30.8M added.
- The largest Independent Bank Group, Inc. seller in Q1 2020 was Channing Capital Management, an estimated $29.5M sold.
Based on aggregated 13F filings for Q1 2020.