Independent Bank Group, Inc.
IBTX
IBTX was delisted on the 31st of December, 2024.
94 hedge funds and large institutions have $154M invested in Independent Bank Group, Inc. in 2016 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 13 reducing their positions, and 9 closing their positions.
238% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 13
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
9% more funds holding
Funds holding: 86 → 94 (+8)
11% less capital invested
Capital invested by funds: $173M → $154M (-$18.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$11.5M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.97M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.92M |
| 4 |
HCM
Hodges Capital Management
Dallas,
Texas
|
+$1.62M |
| 5 |
FIM
Frontier Investment Management
Dallas,
Texas
|
+$1.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
-$8.6M |
| 2 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$5.49M |
| 3 |
HHC
Hutchin Hill Capital
New York
|
-$4.37M |
| 4 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$1.42M |
| 5 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$1.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
BNP Paribas Financial Markets
Paris,
France
| – | -$63K | -1,968 | Closed |
|
102
JP Morgan Chase
New York
| – | -$8K | -250 | Closed |
|
|
MFS
103
MSI Financial Services
Springfield,
Massachusetts
| – | +$58 | +2 | New |
|
IBTX Hedge Fund Activity: Q1 2016 in Review
94 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2016, worth a combined $154M — down 11% from $173M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IBTX positions and 9 closed out — a net gain of 8 holders — while 44 added to existing stakes and 13 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $11.5M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $8.6M sold.
- 94 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2016, up from 86 in Q4 2015.
- Funds reported $154M of Independent Bank Group, Inc. stock for Q1 2016, down 11% quarter-over-quarter.
- 17 funds opened new Independent Bank Group, Inc. positions in Q1 2016 and 9 closed out, a net change of +8 holders.
- The largest Independent Bank Group, Inc. buyer in Q1 2016 was Wellington Management Group, an estimated $11.5M added.
- The largest Independent Bank Group, Inc. seller in Q1 2016 was Basswood Capital Management, an estimated $8.6M sold.
Based on aggregated 13F filings for Q1 2016.