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IBTX

Independent Bank Group, Inc.

Delisted

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

135 hedge funds and large institutions have $1.25B invested in Independent Bank Group, Inc. in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 35 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $2.5M

57% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 35

6% more capital invested

Capital invested by funds: $1.18B → $1.25B (+$68.6M)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 136135 (-1)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
135
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
55
Reduced
35
Closed
24
Calls
$15.6M
Puts
$2.5M
Net Calls
+$13.2M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
PDM
101
Penn Davis McFarland
Texas
$369K
SI
102
Stephens Inc
Arkansas
$368K +$137 +2 +0%
Ameriprise
103
Ameriprise
Minnesota
$364K +$128K +1,872 +52%
IWP
104
Icon Wealth Partners
Texas
$335K +$683 +10 +0.2%
JP Morgan Chase
105
JP Morgan Chase
New York
$325K +$41.2K +604 +14%
Citigroup
106
Citigroup
New York
$318K +$141K +2,070 +76%
ANBT
107
American National Bank & Trust
Texas
$317K
PP
108
Paloma Partners
Connecticut
$313K +$323K +4,727 New
SWM
109
Segment Wealth Management
Texas
$300K +$615 +9 +0.2%
FIM
110
Freedom Investment Management
Connecticut
$287K +$31.9K +467 +13%
Two Sigma Investments
111
Two Sigma Investments
New York
$265K -$539K -7,900 -66%
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$263K -$15.7K -230 -5%
Capital Fund Management (CFM)
113
Capital Fund Management (CFM)
France
$252K -$519K -7,600 -67%
BCM
114
BlueCrest Capital Management
Jersey
$251K +$258K +3,785 New
Janus Henderson Group
115
Janus Henderson Group
United Kingdom
$244K +$251K +3,683 New
BC
116
Brinker Capital
Pennsylvania
$236K -$10K -147 -4%
USAA
117
United Services Automobile Association
Texas
$226K +$233K +3,408 New
OAM
118
Oppenheimer Asset Management
New York
$218K +$224K +3,284 New
LTFS
119
Ladenburg Thalmann Financial Services
Florida
$188K +$10.7K +156 +6%
AIP
120
Ameritas Investment Partners
Nebraska
$111K
FMT
121
First Mercantile Trust
Tennessee
$111K +$18.8K +275 +20%
Canada Life
122
Canada Life
Manitoba, Canada
$85K
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$85K +$19.3K +283 +28%
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$75.7K -$53.9K -789 -41%
UBS Group
125
UBS Group
Switzerland
$75K +$8.26K +121 +12%

IBTX Hedge Fund Activity: Q3 2018 in Review

135 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2018, worth a combined $1.25B — up 5.8% from $1.18B a quarter earlier.

Fund positioning in IBTX was balanced in Q3 2018: 24 funds opened new positions, 24 closed out, 55 added to existing stakes and 35 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $21M. The largest seller was CIBC Private Wealth Group, cutting an estimated $38.1M.

  • 135 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2018, down from 136 in Q2 2018.
  • Funds reported $1.25B of Independent Bank Group, Inc. stock for Q3 2018, up 5.8% quarter-over-quarter.
  • 24 funds opened new Independent Bank Group, Inc. positions in Q3 2018 and 24 closed out, a net change of 0 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2018 was Dimensional Fund Advisors, an estimated $21M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2018 was CIBC Private Wealth Group, an estimated $38.1M sold.

Based on aggregated 13F filings for Q3 2018.