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IBTX

Independent Bank Group, Inc.

Delisted

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

178 hedge funds and large institutions have $2.2B invested in Independent Bank Group, Inc. in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $2.18M | Put options by funds: $1.32M

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1% more funds holding

Funds holding: 177178 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $2.3B → $2.2B (-$102M)

15% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 65

Holders
178
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
55
Reduced
65
Closed
17
Calls
$2.18M
Puts
$1.32M
Net Calls
+$859K
Net Calls Change
+$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$809K -$33.1K -476 -4%
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
$778K
TRSOTSOK
103
Teachers Retirement System of the State of Kentucky
Kentucky
$739K
ASRS
104
Arizona State Retirement System
Arizona
$710K +$2.37K +34 +0.3%
MLICM
105
Metropolitan Life Insurance Company (MetLife)
New York
$704K -$49.8K -715 -7%
Victory Capital Management
106
Victory Capital Management
Texas
$697K -$39.8K -571 -5%
US Bancorp
107
US Bancorp
Minnesota
$689K +$9.75K +140 +1%
CSS
108
Cubist Systematic Strategies
Connecticut
$678K +$665K +9,544 New
Handelsbanken Fonder
109
Handelsbanken Fonder
Sweden
$654K
HCM
110
Hodges Capital Management
Texas
$586K +$279K +4,000 +94%
LA
111
Legacy Advisors
Pennsylvania
$570K
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$564K -$20.9K -300 -4%
CG
113
CFO4Life Group
Texas
$562K +$2.72K +39 +0.5%
Qube Research & Technologies (QRT)
114
Qube Research & Technologies (QRT)
United Kingdom
$559K +$548K +7,867 New
AHC
115
Adell Harriman & Carpenter
Texas
$552K
ECM
116
ExodusPoint Capital Management
New York
$518K +$507K +7,287 New
CA
117
Callahan Advisors
Texas
$513K
E
118
Ergoteles
New York
$497K +$487K +7,000 New
AIA
119
Avalon Investment & Advisory
Texas
$481K
HSBC Holdings
120
HSBC Holdings
United Kingdom
$463K +$452K +6,492 New
Janus Henderson Group
121
Janus Henderson Group
United Kingdom
$444K +$435K +6,252 New
ProShare Advisors
122
ProShare Advisors
Maryland
$431K -$333K -4,778 -44%
Osaic Holdings
123
Osaic Holdings
Arizona
$421K +$76K +1,092 +23%
Teacher Retirement System of Texas
124
Teacher Retirement System of Texas
Texas
$419K +$76.3K +1,096 +23%
First Manhattan
125
First Manhattan
New York
$404K

IBTX Hedge Fund Activity: Q3 2021 in Review

178 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2021, worth a combined $2.2B — down 4.4% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IBTX positions and 17 closed out — a net gain of 3 holders — while 55 added to existing stakes and 65 trimmed.

The largest buyer was Fort Washington Investment Advisors, opening a new position worth an estimated $11.9M. The largest seller was Fidelity Investments, cutting an estimated $11.4M.

  • 178 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2021, up from 177 in Q2 2021.
  • Funds reported $2.2B of Independent Bank Group, Inc. stock for Q3 2021, down 4.4% quarter-over-quarter.
  • 20 funds opened new Independent Bank Group, Inc. positions in Q3 2021 and 17 closed out, a net change of +3 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2021 was Fort Washington Investment Advisors, an estimated $11.9M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2021 was Fidelity Investments, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2021.