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IBTX

Independent Bank Group, Inc.

Delisted

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

177 hedge funds and large institutions have $2.3B invested in Independent Bank Group, Inc. in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 64 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $2.22B → $2.3B (+$85.5M)

3% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 62

6% less funds holding

Funds holding: 188177 (-11)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

54% less call options, than puts

Call options by funds: $666K | Put options by funds: $1.46M

55% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 20

Holders
177
Holders Change
-11
Holders Change %
-5.85%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
64
Reduced
62
Closed
20
Calls
$666K
Puts
$1.46M
Net Calls
-$791K
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
76
California Public Employees Retirement System
California
$1.37M -$4.35M -57,449 -76%
AB
77
Amalgamated Bank
New York
$1.34M +$1.12M +14,757 +446%
DA
78
Doliver Advisors
Texas
$1.29M -$113K -1,486 -8%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$1.24M -$142K -1,881 -10%
LSERS
80
Louisiana State Employees Retirement System
Louisiana
$1.23M -$7.58K -100 -0.6%
Luther King Capital Management (LKCM)
81
Luther King Capital Management (LKCM)
Texas
$1.18M
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$1.17M -$7.58K -100 -0.6%
AACP
83
Advantage Alpha Capital Partners
California
$1.14M +$35.7K +471 +3%
CMO
84
Covenant Multifamily Offices
Texas
$1.13M +$4.85K +64 +0.4%
VOYA Investment Management
85
VOYA Investment Management
Georgia
$1.13M -$66.1K -873 -5%
OPERF
86
Oregon Public Employees Retirement Fund
Oregon
$1.12M
GC
87
Guggenheim Capital
Illinois
$1.09M +$228K +3,005 +26%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$1.08M -$7.5K -99 -0.7%
MIM
89
MetLife Investment Management
New Jersey
$1.06M
UCFA
90
United Capital Financial Advisors
Texas
$1.05M -$72.2K -953 -6%
Stifel Financial
91
Stifel Financial
Missouri
$877K +$180K +2,371 +25%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$870K +$140K +1,851 +19%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$842K +$295K +3,891 +52%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$810K
ProShare Advisors
95
ProShare Advisors
Maryland
$802K -$43.5K -574 -5%
MLICM
96
Metropolitan Life Insurance Company (MetLife)
New York
$786K +$50.7K +669 +7%
TRSOTSOK
97
Teachers Retirement System of the State of Kentucky
Kentucky
$769K
Victory Capital Management
98
Victory Capital Management
Texas
$768K -$179K -2,360 -19%
LSV Asset Management
99
LSV Asset Management
Illinois
$747K -$1.27M -16,700 -62%
ASRS
100
Arizona State Retirement System
Arizona
$737K -$55.6K -734 -7%

IBTX Hedge Fund Activity: Q2 2021 in Review

177 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q2 2021, worth a combined $2.3B — up 3.9% from $2.22B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IBTX and 9 opened new positions — a net loss of 11 holders — while 62 trimmed existing stakes and 64 added.

The largest buyer was Capital Research Global Investors, adding an estimated $48.1M. The largest seller was FJ Capital Management, exiting entirely with an estimated $18.6M sold.

  • 177 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q2 2021, down from 188 in Q1 2021.
  • Funds reported $2.3B of Independent Bank Group, Inc. stock for Q2 2021, up 3.9% quarter-over-quarter.
  • 9 funds opened new Independent Bank Group, Inc. positions in Q2 2021 and 20 closed out, a net change of -11 holders.
  • The largest Independent Bank Group, Inc. buyer in Q2 2021 was Capital Research Global Investors, an estimated $48.1M added.
  • The largest Independent Bank Group, Inc. seller in Q2 2021 was FJ Capital Management, an estimated $18.6M sold.

Based on aggregated 13F filings for Q2 2021.