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IBTX

Independent Bank Group, Inc.

Delisted

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

178 hedge funds and large institutions have $2.2B invested in Independent Bank Group, Inc. in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $2.18M | Put options by funds: $1.32M

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1% more funds holding

Funds holding: 177178 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $2.3B → $2.2B (-$102M)

15% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 65

Holders
178
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
55
Reduced
65
Closed
17
Calls
$2.18M
Puts
$1.32M
Net Calls
+$859K
Net Calls Change
+$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
76
D.E. Shaw & Co
New York
$1.34M +$1.32M +18,931 New
AG
77
Algert Global
California
$1.31M +$1.01M +14,520 +363%
Rafferty Asset Management
78
Rafferty Asset Management
New York
$1.3M -$745K -10,698 -37%
LSERS
79
Louisiana State Employees Retirement System
Louisiana
$1.27M +$90.5K +1,300 +8%
AB
80
Amalgamated Bank
New York
$1.26M -$25.3K -363 -2%
HF
81
HRT Financial
New York
$1.25M +$1.23M +17,643 New
CAM
82
ClariVest Asset Management
California
$1.22M -$219K -3,144 -16%
DA
83
Doliver Advisors
Texas
$1.21M -$31.1K -446 -3%
Luther King Capital Management (LKCM)
84
Luther King Capital Management (LKCM)
Texas
$1.14M
CMO
85
Covenant Multifamily Offices
Texas
$1.11M
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$1.11M -$13.9K -200 -1%
UBS Group
87
UBS Group
Switzerland
$1.09M -$1.74M -24,916 -62%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$1.09M -$400K -5,749 -27%
VOYA Investment Management
89
VOYA Investment Management
Georgia
$1.08M -$2.02K -29 -0.2%
OPERF
90
Oregon Public Employees Retirement Fund
Oregon
$1.07M -$6.96K -100 -0.7%
MSRPS
91
Maryland State Retirement & Pension System
Maryland
$1.05M +$1.02M +14,650 New
UCFA
92
United Capital Financial Advisors
Texas
$1.02M +$3.69K +53 +0.4%
DA
93
Duality Advisers
Florida
$993K +$973K +13,977 New
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
$953K -$84.8K -1,218 -8%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$947K +$135K +1,937 +17%
MIM
96
MetLife Investment Management
New Jersey
$926K -$87.4K -1,255 -9%
GC
97
Guggenheim Capital
Illinois
$922K -$124K -1,787 -12%
AACP
98
Advantage Alpha Capital Partners
California
$828K -$261K -3,748 -24%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$828K -$15K -216 -2%
ACM
100
AlphaCrest Capital Management
New York
$822K +$510K +7,318 +172%

IBTX Hedge Fund Activity: Q3 2021 in Review

178 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2021, worth a combined $2.2B — down 4.4% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IBTX positions and 17 closed out — a net gain of 3 holders — while 55 added to existing stakes and 65 trimmed.

The largest buyer was Fort Washington Investment Advisors, opening a new position worth an estimated $11.9M. The largest seller was Fidelity Investments, cutting an estimated $11.4M.

  • 178 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2021, up from 177 in Q2 2021.
  • Funds reported $2.2B of Independent Bank Group, Inc. stock for Q3 2021, down 4.4% quarter-over-quarter.
  • 20 funds opened new Independent Bank Group, Inc. positions in Q3 2021 and 17 closed out, a net change of +3 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2021 was Fort Washington Investment Advisors, an estimated $11.9M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2021 was Fidelity Investments, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2021.