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IBTX

Independent Bank Group, Inc.

Delisted

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

113 hedge funds and large institutions have $823M invested in Independent Bank Group, Inc. in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more call options, than puts

Call options by funds: $3.07M | Put options by funds: $898K

85% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 27

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more capital invested

Capital invested by funds: $770M → $823M (+$52.7M)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

3% less funds holding

Funds holding: 117113 (-4)

Holders
113
Holders Change
-4
Holders Change %
-3.42%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
14
Increased
50
Reduced
27
Closed
14
Calls
$3.07M
Puts
$898K
Net Calls
+$2.17M
Net Calls Change
+$3.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
101
Barclays
United Kingdom
$158K +$152K +2,607 +20,054%
TRCT
102
Tower Research Capital (TRC)
New York
$97K +$82.1K +1,411 +706%
AIP
103
Ameritas Investment Partners
Nebraska
$86K
Canada Life
104
Canada Life
Manitoba, Canada
$74K
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$58K
EA
106
Edge Advisors
Georgia
$29K
AG
107
Advisor Group
Arizona
$28K +$11.2K +193 +71%
OAM
108
Oppenheimer Asset Management
New York
$13K -$6.98K -120 -35%
SEI Investments
109
SEI Investments
Pennsylvania
$10K +$582 +10 +6%
MA
110
MUFG Americas
New York
$4K +$3.78K +65 New
Citigroup
111
Citigroup
New York
$3K -$11K -189 -77%
BTIS
112
BB&T Investment Services
North Carolina
$3K +$2.21K +38 +165%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$2K
MCA
114
Mendon Capital Advisors
Florida
-$2.73M -45,820 Closed
QI
115
QS Investors
New York
-$1.23M -20,650 Closed
MCM
116
Maltese Capital Management
New York
-$1.18M -19,800 Closed
SSWM
117
Sheets Smith Wealth Management
North Carolina
-$591K -9,936 Closed
CIC
118
Cornercap Investment Counsel
Georgia
-$573K -9,625 Closed
TI
119
Trexquant Investment
Connecticut
-$469K -7,883 Closed
Capstone Investment Advisors
120
Capstone Investment Advisors
New York
-$297K -5,000 Closed
Axa
121
Axa
France
-$286K -4,800 Closed
NA
122
Navellier & Associates
Nevada
-$225K -3,777 Closed
SSP
123
Sapphire Star Partners
Washington
-$214K -3,602 Closed
AIM
124
Acrospire Investment Management
Illinois
-$36K -598 Closed
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
-$2K -33 Closed

IBTX Hedge Fund Activity: Q3 2017 in Review

113 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2017, worth a combined $823M — up 6.8% from $770M a quarter earlier.

Fund positioning in IBTX was balanced in Q3 2017: 14 funds opened new positions, 14 closed out, 50 added to existing stakes and 27 trimmed.

The largest buyer was CIBC Private Wealth Group, opening a new position worth an estimated $19.7M. The largest seller was Harbourvest Partners, cutting an estimated $29.1M.

  • 113 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2017, down from 117 in Q2 2017.
  • Funds reported $823M of Independent Bank Group, Inc. stock for Q3 2017, up 6.8% quarter-over-quarter.
  • 14 funds opened new Independent Bank Group, Inc. positions in Q3 2017 and 14 closed out, a net change of 0 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2017 was CIBC Private Wealth Group, an estimated $19.7M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2017 was Harbourvest Partners, an estimated $29.1M sold.

Based on aggregated 13F filings for Q3 2017.