We are live on ! Find out more
IBTX

Independent Bank Group, Inc.

Delisted

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

136 hedge funds and large institutions have $1.18B invested in Independent Bank Group, Inc. in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

624% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $1.86M

88% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 34

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

5% more funds holding

Funds holding: 130136 (+6)

1% less capital invested

Capital invested by funds: $1.19B → $1.18B (-$6.63M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
136
Holders Change
+6
Holders Change %
+4.62%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
21
Increased
64
Reduced
34
Closed
14
Calls
$13.5M
Puts
$1.86M
Net Calls
+$11.6M
Net Calls Change
+$8.59M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
101
Stevens Capital Management
Pennsylvania
$343K +$375K +5,142 New
IWP
102
Icon Wealth Partners
Texas
$337K +$657 +9 +0.2%
FAG
103
Financial Advisory Group
Texas
$329K +$360K +4,932 New
ANBT
104
American National Bank & Trust
Texas
$319K
SWM
105
Segment Wealth Management
Texas
$302K +$329K +4,515 New
TI
106
Trexquant Investment
Connecticut
$300K +$328K +4,492 New
JP Morgan Chase
107
JP Morgan Chase
New York
$287K -$992K -13,597 -76%
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$280K -$34.4K -472 -10%
BC
109
Brinker Capital
Pennsylvania
$247K -$17.4K -239 -6%
FIM
110
Freedom Investment Management
Connecticut
$245K -$77.7K -1,065 -22%
Ameriprise
111
Ameriprise
Minnesota
$242K +$3.94K +54 +2%
Teacher Retirement System of Texas
112
Teacher Retirement System of Texas
Texas
$211K -$20.9K -286 -8%
AG
113
Aperio Group
California
$205K -$59.1K -810 -21%
NA
114
Navellier & Associates
Nevada
$201K -$3.36K -46 -2%
Comerica Bank
115
Comerica Bank
Texas
$201K +$1.75K +24 +0.8%
LTFS
116
Ladenburg Thalmann Financial Services
Florida
$189K
Citigroup
117
Citigroup
New York
$182K -$137K -1,872 -41%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$129K -$206K -2,823 -59%
AIP
119
Ameritas Investment Partners
Nebraska
$112K
FMT
120
First Mercantile Trust
Tennessee
$94K +$3.28K +45 +3%
Canada Life
121
Canada Life
Manitoba, Canada
$85K
UBS Group
122
UBS Group
Switzerland
$67K -$113K -1,551 -61%
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$67K -$20.7K -284 -22%
EA
124
Edge Advisors
Georgia
$61K +$12K +165 +22%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$46K +$10.1K +139 +25%

IBTX Hedge Fund Activity: Q2 2018 in Review

136 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q2 2018, worth a combined $1.18B — down 0.56% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IBTX positions and 14 closed out — a net gain of 7 holders — while 64 added to existing stakes and 34 trimmed.

The largest buyer was Vanguard Group, adding an estimated $31.7M. The largest seller was Wellington Management Group, cutting an estimated $32.7M.

  • 136 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q2 2018, up from 130 in Q1 2018.
  • Funds reported $1.18B of Independent Bank Group, Inc. stock for Q2 2018, down 0.56% quarter-over-quarter.
  • 21 funds opened new Independent Bank Group, Inc. positions in Q2 2018 and 14 closed out, a net change of +7 holders.
  • The largest Independent Bank Group, Inc. buyer in Q2 2018 was Vanguard Group, an estimated $31.7M added.
  • The largest Independent Bank Group, Inc. seller in Q2 2018 was Wellington Management Group, an estimated $32.7M sold.

Based on aggregated 13F filings for Q2 2018.