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IBTX

Independent Bank Group, Inc.

Delisted

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

122 hedge funds and large institutions have $592M invested in Independent Bank Group, Inc. in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

79% more call options, than puts

Call options by funds: $2.69M | Put options by funds: $1.5M

18% more capital invested

Capital invested by funds: $502M → $592M (+$89.7M)

4% more funds holding

Funds holding: 117122 (+5)

0% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 42

Holders
122
Holders Change
+5
Holders Change %
+4.27%
% of All Funds
3.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
42
Reduced
42
Closed
11
Calls
$2.69M
Puts
$1.5M
Net Calls
+$1.18M
Net Calls Change
-$844K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
101
Acrospire Investment Management
Illinois
$161K +$81.9K +1,300 +109%
SO
102
STRS Ohio
Ohio
$96K -$397K -6,300 -81%
WA
103
WFG Advisors
Texas
$85K -$1.59M -25,222 -95%
Barclays
104
Barclays
United Kingdom
$83K -$6.24K -99 -7%
Canada Life
105
Canada Life
Manitoba, Canada
$79K
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$72K -$26.6K -423 -28%
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$62K +$60.5K +960 New
AIP
108
Ameritas Investment Partners
Nebraska
$53K +$51.6K +819 New
IR
109
Invictus RG
Bermuda
$47K +$46.3K +735 New
EA
110
Edge Advisors
Georgia
$31K
OAM
111
Oppenheimer Asset Management
New York
$22K +$21.1K +335 New
AG
112
Advisor Group
Arizona
$17K +$17K +270 New
TRCT
113
Tower Research Capital (TRC)
New York
$16K +$9.95K +158 +176%
Citigroup
114
Citigroup
New York
$14K -$852K -13,523 -98%
MCM
115
McKinley Capital Management
Alaska
$13K -$18.9K -300 -60%
HIM
116
Hillsdale Investment Management
Ontario, Canada
$10K -$1.05M -16,600 -99%
SEI Investments
117
SEI Investments
Pennsylvania
$9K +$8.5K +135 New
TWI
118
Thomas White International
Illinois
$6K +$5.67K +90 New
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$4.05K -$36.3K -576 -90%
WA
120
WealthTrust-Arizona
Arizona
$3K
GWM
121
Geneos Wealth Management
Colorado
$1K
QCG
122
Quadrant Capital Group
Ohio
$1K +$1.57K +25 New
Millennium Management
123
Millennium Management
New York
-$2.45M -39,322 Closed
BIM
124
Bogle Investment Management
Massachusetts
-$1.48M -23,768 Closed
HCM
125
Highbridge Capital Management
New York
-$1.06M -16,925 Closed

IBTX Hedge Fund Activity: Q1 2017 in Review

122 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2017, worth a combined $592M — up 18% from $502M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IBTX positions and 11 closed out — a net gain of 13 holders — while 42 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock, adding an estimated $48.9M. The largest seller was JP Morgan Chase, cutting an estimated $2.86M.

  • 122 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2017, up from 117 in Q4 2016.
  • Funds reported $592M of Independent Bank Group, Inc. stock for Q1 2017, up 18% quarter-over-quarter.
  • 24 funds opened new Independent Bank Group, Inc. positions in Q1 2017 and 11 closed out, a net change of +13 holders.
  • The largest Independent Bank Group, Inc. buyer in Q1 2017 was BlackRock, an estimated $48.9M added.
  • The largest Independent Bank Group, Inc. seller in Q1 2017 was JP Morgan Chase, an estimated $2.86M sold.

Based on aggregated 13F filings for Q1 2017.