Independent Bank Group, Inc.
IBTX
IBTX was delisted on the 31st of December, 2024.
96 hedge funds and large institutions have $269M invested in Independent Bank Group, Inc. in 2016 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 13 closing their positions.
74% more capital invested
Capital invested by funds: $154M → $269M (+$114M)
54% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 26
23% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 13
2% more funds holding
Funds holding: 94 → 96 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$3.79M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$3.32M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.83M |
| 4 |
WC
Weatherbie Capital
Boston,
Massachusetts
|
+$2.71M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$2.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$1.8M |
| 2 |
HAI
Hennessy Advisors Inc
Novato,
California
|
-$1.1M |
| 3 |
SIP
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
-$1.05M |
| 4 |
CCM
Castine Capital Management
Boston,
Massachusetts
|
-$911K |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
-$823K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DTL
101
Dynamic Technology Lab
Singapore
| – | -$272K | -9,947 | Closed |
|
|
MERSOM
102
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| – | -$206K | -7,500 | Closed |
|
|
CCA
103
Catalyst Capital Advisors
Huntington,
New York
| – | -$101K | -3,700 | Closed |
|
|
PCM
104
Prelude Capital Management
New York
| – | -$71K | -2,600 | Closed |
|
|
TRCT
105
Tower Research Capital (TRC)
New York
| – | -$54K | -1,988 | Closed |
|
|
IA
106
IFP Advisors
Tampa,
Florida
| – | -$69K | -1,350 | Closed |
|
|
AIM
107
Acrospire Investment Management
Chicago,
Illinois
| – | -$25K | -898 | Closed |
|
108
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$2K | -62 | Closed |
|
|
MFS
109
MSI Financial Services
Springfield,
Massachusetts
| – | -$36 | -1 | -50% |
|
IBTX Hedge Fund Activity: Q2 2016 in Review
96 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q2 2016, worth a combined $269M — up 74% from $154M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IBTX positions and 13 closed out — a net gain of 3 holders — while 40 added to existing stakes and 26 trimmed.
The largest buyer was Putnam Investments, opening a new position worth an estimated $3.79M. The largest seller was THB Asset Management, exiting entirely with an estimated $1.8M sold.
- 96 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q2 2016, up from 94 in Q1 2016.
- Funds reported $269M of Independent Bank Group, Inc. stock for Q2 2016, up 74% quarter-over-quarter.
- 16 funds opened new Independent Bank Group, Inc. positions in Q2 2016 and 13 closed out, a net change of +3 holders.
- The largest Independent Bank Group, Inc. buyer in Q2 2016 was Putnam Investments, an estimated $3.79M added.
- The largest Independent Bank Group, Inc. seller in Q2 2016 was THB Asset Management, an estimated $1.8M sold.
Based on aggregated 13F filings for Q2 2016.