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IBTX

Independent Bank Group, Inc.

Delisted

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

188 hedge funds and large institutions have $2.22B invested in Independent Bank Group, Inc. in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 72 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.89B → $2.22B (+$329M)

4% less funds holding

Funds holding: 195188 (-7)

14% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 72

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
188
Holders Change
-7
Holders Change %
-3.59%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
22
Increased
62
Reduced
72
Closed
27
Calls
$1.12M
Puts
Net Calls
+$1.12M
Net Calls Change
-$6.55M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
101
CFO4Life Group
Texas
$746K -$501K -7,142 -41%
ACM
102
AlphaCrest Capital Management
New York
$730K +$708K +10,100 New
VRS
103
Virginia Retirement Systems
Virginia
$722K
MLICM
104
Metropolitan Life Insurance Company (MetLife)
New York
$719K -$35.7K -509 -5%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$716K -$29.9K -427 -4%
Stifel Financial
106
Stifel Financial
Missouri
$686K +$322K +4,597 +94%
US Bancorp
107
US Bancorp
Minnesota
$681K +$4K +57 +0.6%
BP
108
BBR Partners
New York
$668K
LA
109
Legacy Advisors
Pennsylvania
$580K
AHC
110
Adell Harriman & Carpenter
Texas
$576K
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$574K
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$542K -$444K -6,336 -46%
DA
113
Duality Advisers
Florida
$522K -$594K -8,466 -54%
AQR Capital Management
114
AQR Capital Management
Connecticut
$521K +$506K +7,218 New
APP
115
Alpha Paradigm Partners
Illinois
$509K +$494K +7,041 New
AIA
116
Avalon Investment & Advisory
Texas
$489K
Voloridge Investment Management
117
Voloridge Investment Management
Florida
$442K +$429K +6,112 New
HF
118
HRT Financial
New York
$426K -$377K -5,374 -48%
First Manhattan
119
First Manhattan
New York
$404K
Verition Fund Management
120
Verition Fund Management
Connecticut
$395K +$383K +5,463 New
GF
121
Goodman Financial
Texas
$391K -$380K -5,418 -50%
IWP
122
Icon Wealth Partners
Texas
$383K +$1.54K +22 +0.4%
Handelsbanken Fonder
123
Handelsbanken Fonder
Sweden
$361K +$351K +5,000 New
ECM
124
Everence Capital Management
Indiana
$360K
DTL
125
Dynamic Technology Lab
Singapore
$358K -$151K -2,155 -30%

IBTX Hedge Fund Activity: Q1 2021 in Review

188 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2021, worth a combined $2.22B — up 17% from $1.89B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of IBTX and 22 opened new positions — a net loss of 5 holders — while 72 trimmed existing stakes and 62 added.

The largest buyer was Capital Research Global Investors, adding an estimated $60.4M. The largest seller was FJ Capital Management, cutting an estimated $40M.

  • 188 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2021, down from 195 in Q4 2020.
  • Funds reported $2.22B of Independent Bank Group, Inc. stock for Q1 2021, up 17% quarter-over-quarter.
  • 22 funds opened new Independent Bank Group, Inc. positions in Q1 2021 and 27 closed out, a net change of -5 holders.
  • The largest Independent Bank Group, Inc. buyer in Q1 2021 was Capital Research Global Investors, an estimated $60.4M added.
  • The largest Independent Bank Group, Inc. seller in Q1 2021 was FJ Capital Management, an estimated $40M sold.

Based on aggregated 13F filings for Q1 2021.