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IBTX

Independent Bank Group, Inc.

Delisted

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

187 hedge funds and large institutions have $2.25B invested in Independent Bank Group, Inc. in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

5% more funds holding

Funds holding: 178187 (+9)

2% more capital invested

Capital invested by funds: $2.2B → $2.25B (+$51.7M)

5% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 65

26% less call options, than puts

Call options by funds: $873K | Put options by funds: $1.18M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
187
Holders Change
+9
Holders Change %
+5.06%
% of All Funds
2.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
62
Reduced
65
Closed
12
Calls
$873K
Puts
$1.18M
Net Calls
-$303K
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$763K -$58.6K -811 -7%
Holocene Advisors
102
Holocene Advisors
New York
$758K +$759K +10,499 New
TRSOTSOK
103
Teachers Retirement System of the State of Kentucky
Kentucky
$750K
ProShare Advisors
104
ProShare Advisors
Maryland
$746K +$310K +4,292 +71%
Ensign Peak Advisors
105
Ensign Peak Advisors
Utah
$733K -$827K -11,440 -53%
Janus Henderson Group
106
Janus Henderson Group
United Kingdom
$723K +$272K +3,768 +60%
ASRS
107
Arizona State Retirement System
Arizona
$713K -$9.04K -125 -1%
AF
108
Advisornet Financial
Minnesota
$707K +$709K +9,804 New
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$705K -$127K -1,755 -15%
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$700K -$14.5K -200 -2%
D.E. Shaw & Co
111
D.E. Shaw & Co
New York
$696K -$671K -9,279 -49%
US Bancorp
112
US Bancorp
Minnesota
$684K -$14.8K -204 -2%
Handelsbanken Fonder
113
Handelsbanken Fonder
Sweden
$664K
First Eagle Investment Management
114
First Eagle Investment Management
New York
$643K +$644K +8,912 New
HSBC Holdings
115
HSBC Holdings
United Kingdom
$603K +$135K +1,861 +29%
HCM
116
Hodges Capital Management
Texas
$596K
LA
117
Legacy Advisors
Pennsylvania
$579K
GC
118
Guggenheim Capital
Illinois
$575K -$361K -4,996 -39%
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$573K
AHC
120
Adell Harriman & Carpenter
Texas
$561K
Teacher Retirement System of Texas
121
Teacher Retirement System of Texas
Texas
$505K +$79.7K +1,102 +19%
AIA
122
Avalon Investment & Advisory
Texas
$489K
CAM
123
Connacht Asset Management
New York
$461K +$462K +6,391 New
Osaic Holdings
124
Osaic Holdings
Arizona
$429K +$1.52K +21 +0.4%
AA
125
ALPS Advisors
Colorado
$407K +$5.35K +74 +1%

IBTX Hedge Fund Activity: Q4 2021 in Review

187 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2021, worth a combined $2.25B — up 2.4% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBTX positions and 12 closed out — a net gain of 11 holders — while 62 added to existing stakes and 65 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $36.2M. The largest seller was Millennium Management, cutting an estimated $14.8M.

  • 187 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2021, up from 178 in Q3 2021.
  • Funds reported $2.25B of Independent Bank Group, Inc. stock for Q4 2021, up 2.4% quarter-over-quarter.
  • 23 funds opened new Independent Bank Group, Inc. positions in Q4 2021 and 12 closed out, a net change of +11 holders.
  • The largest Independent Bank Group, Inc. buyer in Q4 2021 was Fidelity Investments, an estimated $36.2M added.
  • The largest Independent Bank Group, Inc. seller in Q4 2021 was Millennium Management, an estimated $14.8M sold.

Based on aggregated 13F filings for Q4 2021.