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IBTX

Independent Bank Group, Inc.

Delisted

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

189 hedge funds and large institutions have $2.14B invested in Independent Bank Group, Inc. in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 87 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

4% less funds holding

Funds holding: 196189 (-7)

5% less capital invested

Capital invested by funds: $2.26B → $2.14B (-$121M)

14% less call options, than puts

Call options by funds: $563K | Put options by funds: $657K

38% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 87

Holders
189
Holders Change
-7
Holders Change %
-3.57%
% of All Funds
3.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
54
Reduced
87
Closed
16
Calls
$563K
Puts
$657K
Net Calls
-$94K
Net Calls Change
-$158K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$632K -$1.05K -15 -0.2%
GC
102
Guggenheim Capital
Illinois
$589K +$14.5K +208 +2%
AR
103
Advisory Research
Illinois
$563K +$20.6K +295 +4%
Victory Capital Management
104
Victory Capital Management
Texas
$550K +$8.24K +118 +1%
CG
105
CFO4Life Group
Texas
$547K +$3.07K +44 +0.6%
LA
106
Legacy Advisors
Pennsylvania
$545K
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$539K
Handelsbanken Fonder
108
Handelsbanken Fonder
Sweden
$536K -$90.7K -1,300 -14%
AG
109
Algert Global
California
$534K
AHC
110
Adell Harriman & Carpenter
Texas
$528K
Janus Henderson Group
111
Janus Henderson Group
United Kingdom
$507K +$1.6K +23 +0.3%
HF
112
HRT Financial
New York
$493K +$507K +7,267 New
UBS Group
113
UBS Group
Switzerland
$462K -$895K -12,819 -65%
AIA
114
Avalon Investment & Advisory
Texas
$460K
NYLIM
115
New York Life Investment Management
New York
$445K +$457K +6,553 New
ECM
116
Everence Capital Management
Indiana
$444K +$109K +1,560 +31%
Wells Fargo
117
Wells Fargo
California
$426K -$1.05M -15,018 -71%
JG
118
Jefferies Group
New York
$423K +$435K +6,235 New
MOACM
119
Mutual of America Capital Management
New York
$415K +$56.3K +806 +15%
First Manhattan
120
First Manhattan
New York
$404K
Teacher Retirement System of Texas
121
Teacher Retirement System of Texas
Texas
$381K -$132K -1,898 -25%
IWP
122
Icon Wealth Partners
Texas
$369K +$2.09K +30 +0.6%
GF
123
Goodman Financial
Texas
$368K
CA
124
Callahan Advisors
Texas
$362K -$17.4K -249 -4%
EGM
125
Engineers Gate Manager
New York
$361K +$371K +5,310 New

IBTX Hedge Fund Activity: Q2 2022 in Review

189 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q2 2022, worth a combined $2.14B — down 5.4% from $2.26B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IBTX and 15 opened new positions — a net loss of 1 holder — while 87 trimmed existing stakes and 54 added.

The largest buyer was Fidelity Investments, adding an estimated $17.5M. The largest seller was Capital Research Global Investors, cutting an estimated $41.6M.

  • 189 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q2 2022, down from 196 in Q1 2022.
  • Funds reported $2.14B of Independent Bank Group, Inc. stock for Q2 2022, down 5.4% quarter-over-quarter.
  • 15 funds opened new Independent Bank Group, Inc. positions in Q2 2022 and 16 closed out, a net change of -1 holder.
  • The largest Independent Bank Group, Inc. buyer in Q2 2022 was Fidelity Investments, an estimated $17.5M added.
  • The largest Independent Bank Group, Inc. seller in Q2 2022 was Capital Research Global Investors, an estimated $41.6M sold.

Based on aggregated 13F filings for Q2 2022.