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IBTX

Independent Bank Group, Inc.

Delisted

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

188 hedge funds and large institutions have $2.22B invested in Independent Bank Group, Inc. in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 72 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.89B → $2.22B (+$329M)

4% less funds holding

Funds holding: 195188 (-7)

14% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 72

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
188
Holders Change
-7
Holders Change %
-3.59%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
22
Increased
62
Reduced
72
Closed
27
Calls
$1.12M
Puts
Net Calls
+$1.12M
Net Calls Change
-$6.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$1.6M +$401K +5,724 +35%
Ensign Peak Advisors
77
Ensign Peak Advisors
Utah
$1.54M +$905K +12,900 +154%
CAM
78
ClariVest Asset Management
California
$1.46M -$91.1K -1,299 -6%
State of Tennessee, Department of Treasury
79
State of Tennessee, Department of Treasury
Tennessee
$1.43M -$167K -2,384 -11%
DA
80
Doliver Advisors
Texas
$1.36M -$309K -4,409 -19%
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$1.35M +$762K +10,868 +139%
LSERS
82
Louisiana State Employees Retirement System
Louisiana
$1.21M -$14K -200 -1%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$1.16M -$3.72K -53 -0.3%
Luther King Capital Management (LKCM)
84
Luther King Capital Management (LKCM)
Texas
$1.16M +$771K +11,000 +220%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$1.15M -$164K -2,343 -13%
CMO
86
Covenant Multifamily Offices
Texas
$1.1M -$393K -5,600 -27%
UCFA
87
United Capital Financial Advisors
Texas
$1.1M -$130K -1,848 -11%
OPERF
88
Oregon Public Employees Retirement Fund
Oregon
$1.09M +$32.8K +468 +3%
AACP
89
Advantage Alpha Capital Partners
California
$1.08M +$71.5K +1,020 +7%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$1.06M -$83.1K -1,185 -7%
MIM
91
MetLife Investment Management
New Jersey
$1.03M -$117K -1,672 -10%
CSS
92
Cubist Systematic Strategies
Connecticut
$921K -$889K -12,674 -50%
Victory Capital Management
93
Victory Capital Management
Texas
$921K -$145K -2,066 -14%
Truist Financial
94
Truist Financial
North Carolina
$904K -$210 -3 -0%
GC
95
Guggenheim Capital
Illinois
$849K +$145K +2,061 +21%
ProShare Advisors
96
ProShare Advisors
Maryland
$824K +$175K +2,501 +28%
APG Asset Management
97
APG Asset Management
Netherlands
$805K -$49.1K -700 -5%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$791K
ASRS
99
Arizona State Retirement System
Arizona
$773K +$6.38K +91 +0.9%
TRSOTSOK
100
Teachers Retirement System of the State of Kentucky
Kentucky
$751K

IBTX Hedge Fund Activity: Q1 2021 in Review

188 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2021, worth a combined $2.22B — up 17% from $1.89B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of IBTX and 22 opened new positions — a net loss of 5 holders — while 72 trimmed existing stakes and 62 added.

The largest buyer was Capital Research Global Investors, adding an estimated $60.4M. The largest seller was FJ Capital Management, cutting an estimated $40M.

  • 188 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2021, down from 195 in Q4 2020.
  • Funds reported $2.22B of Independent Bank Group, Inc. stock for Q1 2021, up 17% quarter-over-quarter.
  • 22 funds opened new Independent Bank Group, Inc. positions in Q1 2021 and 27 closed out, a net change of -5 holders.
  • The largest Independent Bank Group, Inc. buyer in Q1 2021 was Capital Research Global Investors, an estimated $60.4M added.
  • The largest Independent Bank Group, Inc. seller in Q1 2021 was FJ Capital Management, an estimated $40M sold.

Based on aggregated 13F filings for Q1 2021.