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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 $1.98B invested in Independent Bank Group, Inc. in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.86B → $1.98B (+$118M)

0% more call options, than puts

Call options by funds: $12K | Put options by funds: $12K

5% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 65

10% less funds holding

Funds holding: 208187 (-21)

44% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 43

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
187
Holders Change
-21
Holders Change %
-10.1%
% of All Funds
2.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
62
Reduced
65
Closed
43
Calls
$12K
Puts
$12K
Net Calls
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
76
U.S. Capital Wealth Advisors
Texas
$1.01M +$1.04M +16,724 New
KAS
77
Kestra Advisory Services
Texas
$1M -$79.8K -1,289 -7%
ProShare Advisors
78
ProShare Advisors
Maryland
$1,000K +$243K +3,929 +31%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$864K +$19.1K +308 +2%
YCM
80
Yousif Capital Management
Michigan
$827K -$21.9K -353 -3%
Comerica Bank
81
Comerica Bank
Texas
$788K -$24.3K -393 -3%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$772K
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$758K -$139K -2,238 -15%
MSRPS
84
Maryland State Retirement & Pension System
Maryland
$739K
TRSOTSOK
85
Teachers Retirement System of the State of Kentucky
Kentucky
$707K
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$689K -$26.3K -424 -4%
VOYA Investment Management
87
VOYA Investment Management
Georgia
$666K -$51.1K -826 -7%
ASRS
88
Arizona State Retirement System
Arizona
$656K +$5.57K +90 +0.8%
AB
89
Amalgamated Bank
New York
$644K
Corient Private Wealth
90
Corient Private Wealth
Florida
$627K -$26.1K -422 -4%
Blackstone Inc
91
Blackstone Inc
New York
$612K
FTCM
92
First Trust Capital Management
Illinois
$571K -$20.1K -324 -3%
Osaic Holdings
93
Osaic Holdings
Arizona
$547K -$29.6K -478 -5%
State of Tennessee, Department of Treasury
94
State of Tennessee, Department of Treasury
Tennessee
$530K -$23.7K -382 -4%
CG
95
CFO4Life Group
Texas
$528K +$3.16K +51 +0.6%
DA
96
Doliver Advisors
Texas
$524K -$27.4K -443 -5%
HC
97
Henshaw Capital
Massachusetts
$517K
OPERF
98
Oregon Public Employees Retirement Fund
Oregon
$516K
New York State Teachers Retirement System (NYSTRS)
99
New York State Teachers Retirement System (NYSTRS)
New York
$514K
JFG
100
Jefferies Financial Group
New York
$473K +$483K +7,800 New

IBTX Hedge Fund Activity: Q4 2024 in Review

187 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2024, worth a combined $1.98B — up 6.4% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of IBTX and 24 opened new positions — a net loss of 19 holders — while 65 trimmed existing stakes and 62 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $110M. The largest seller was FJ Capital Management, cutting an estimated $42.2M.

  • 187 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2024, down from 208 in Q3 2024.
  • Funds reported $1.98B of Independent Bank Group, Inc. stock for Q4 2024, up 6.4% quarter-over-quarter.
  • 24 funds opened new Independent Bank Group, Inc. positions in Q4 2024 and 43 closed out, a net change of -19 holders.
  • The largest Independent Bank Group, Inc. buyer in Q4 2024 was Capital Research Global Investors, an estimated $110M added.
  • The largest Independent Bank Group, Inc. seller in Q4 2024 was FJ Capital Management, an estimated $42.2M sold.

Based on aggregated 13F filings for Q4 2024.