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IBTX

Independent Bank Group, Inc.

Delisted

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

187 hedge funds and large institutions have $2.25B invested in Independent Bank Group, Inc. in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

5% more funds holding

Funds holding: 178187 (+9)

2% more capital invested

Capital invested by funds: $2.2B → $2.25B (+$51.7M)

5% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 65

26% less call options, than puts

Call options by funds: $873K | Put options by funds: $1.18M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
187
Holders Change
+9
Holders Change %
+5.06%
% of All Funds
2.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
62
Reduced
65
Closed
12
Calls
$873K
Puts
$1.18M
Net Calls
-$303K
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$1.85M -$1.04M -14,401 -36%
CSS
77
Cubist Systematic Strategies
Connecticut
$1.84M +$1.15M +15,970 +167%
UBS Group
78
UBS Group
Switzerland
$1.77M +$667K +9,217 +60%
CG
79
CFO4Life Group
Texas
$1.69M +$1.12M +15,520 +196%
State of Tennessee, Department of Treasury
80
State of Tennessee, Department of Treasury
Tennessee
$1.65M
AIG
81
American International Group
New York
$1.65M -$54.1K -748 -3%
E
82
Ergoteles
New York
$1.64M +$1.14M +15,700 +224%
LSERS
83
Louisiana State Employees Retirement System
Louisiana
$1.29M
AB
84
Amalgamated Bank
New York
$1.26M -$14.3K -198 -1%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$1.16M +$1.1M +15,194 +1,653%
Luther King Capital Management (LKCM)
86
Luther King Capital Management (LKCM)
Texas
$1.15M
DA
87
Doliver Advisors
Texas
$1.13M -$166K -2,300 -14%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$1.12M -$7.23K -100 -0.6%
MSRPS
89
Maryland State Retirement & Pension System
Maryland
$1.06M +$5.13K +71 +0.5%
AACP
90
Advantage Alpha Capital Partners
California
$1.05M +$209K +2,893 +25%
VOYA Investment Management
91
VOYA Investment Management
Georgia
$1.05M -$49.2K -680 -4%
OPERF
92
Oregon Public Employees Retirement Fund
Oregon
$1.03M -$50.6K -700 -5%
Rafferty Asset Management
93
Rafferty Asset Management
New York
$1.03M -$295K -4,084 -22%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$970K +$8.82K +122 +0.9%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$966K -$2.31K -32 -0.2%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$958K -$149K -2,063 -13%
MIM
97
MetLife Investment Management
New Jersey
$941K
Allspring Global Investments
98
Allspring Global Investments
North Carolina
$895K +$898K +12,417 New
Toronto Dominion Bank
99
Toronto Dominion Bank
Ontario, Canada
$823K +$787K +10,886 +2,118%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$780K -$10.7K -148 -1%

IBTX Hedge Fund Activity: Q4 2021 in Review

187 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2021, worth a combined $2.25B — up 2.4% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBTX positions and 12 closed out — a net gain of 11 holders — while 62 added to existing stakes and 65 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $36.2M. The largest seller was Millennium Management, cutting an estimated $14.8M.

  • 187 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2021, up from 178 in Q3 2021.
  • Funds reported $2.25B of Independent Bank Group, Inc. stock for Q4 2021, up 2.4% quarter-over-quarter.
  • 23 funds opened new Independent Bank Group, Inc. positions in Q4 2021 and 12 closed out, a net change of +11 holders.
  • The largest Independent Bank Group, Inc. buyer in Q4 2021 was Fidelity Investments, an estimated $36.2M added.
  • The largest Independent Bank Group, Inc. seller in Q4 2021 was Millennium Management, an estimated $14.8M sold.

Based on aggregated 13F filings for Q4 2021.