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IBTX

Independent Bank Group, Inc.

Delisted

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

184 hedge funds and large institutions have $1.25B invested in Independent Bank Group, Inc. in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $993K | Put options by funds: $384K

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

16% more capital invested

Capital invested by funds: $1.08B → $1.25B (+$173M)

3% more funds holding

Funds holding: 178184 (+6)

4% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 68

Holders
184
Holders Change
+6
Holders Change %
+3.37%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
65
Reduced
68
Closed
15
Calls
$993K
Puts
$384K
Net Calls
+$609K
Net Calls Change
+$419K
Name Holding Trade Value Shares
Change
Change in
Stake
SO
101
STRS Ohio
Ohio
$644K
RJA
102
Raymond James & Associates
Florida
$644K +$36.4K +891 +6%
Luther King Capital Management (LKCM)
103
Luther King Capital Management (LKCM)
Texas
$633K
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$625K +$13.3K +325 +2%
Mirae Asset Global Investments
105
Mirae Asset Global Investments
South Korea
$624K
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$619K -$2.22M -54,365 -78%
Victory Capital Management
107
Victory Capital Management
Texas
$587K +$96.8K +2,373 +19%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$587K +$7.14K +175 +1%
New York State Common Retirement Fund
109
New York State Common Retirement Fund
New York
$586K +$408 +10 +0.1%
DA
110
Doliver Advisors
Texas
$579K -$95.3K -2,335 -14%
AB
111
Amalgamated Bank
New York
$553K -$13.8K -339 -2%
LPL Financial
112
LPL Financial
California
$529K +$1.75K +43 +0.3%
MSRPS
113
Maryland State Retirement & Pension System
Maryland
$523K -$24.5K -601 -4%
Envestnet Asset Management
114
Envestnet Asset Management
Illinois
$484K +$119K +2,910 +31%
Corient Private Wealth
115
Corient Private Wealth
Florida
$462K +$52.5K +1,286 +12%
TRSOTSOK
116
Teachers Retirement System of the State of Kentucky
Kentucky
$461K
Wells Fargo
117
Wells Fargo
California
$429K -$272K -6,666 -38%
OPERF
118
Oregon Public Employees Retirement Fund
Oregon
$421K -$16.3K -400 -4%
ASRS
119
Arizona State Retirement System
Arizona
$418K +$5.79K +142 +1%
State Board of Administration of Florida Retirement System
120
State Board of Administration of Florida Retirement System
Florida
$409K +$2.45K +60 +0.6%
HSBC Holdings
121
HSBC Holdings
United Kingdom
$406K +$421K +10,307 New
First Manhattan
122
First Manhattan
New York
$404K
New York State Teachers Retirement System (NYSTRS)
123
New York State Teachers Retirement System (NYSTRS)
New York
$387K -$16.3K -400 -4%
KAS
124
Kestra Advisory Services
Texas
$375K +$99.8K +2,446 +35%
XT
125
XTX Topco
Cayman Islands
$364K +$375K +9,198 New

IBTX Hedge Fund Activity: Q3 2023 in Review

184 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2023, worth a combined $1.25B — up 16% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBTX positions and 15 closed out — a net gain of 7 holders — while 65 added to existing stakes and 68 trimmed.

The largest buyer was Holocene Advisors, adding an estimated $18.7M. The largest seller was American Century Companies, cutting an estimated $25.3M.

  • 184 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2023, up from 178 in Q2 2023.
  • Funds reported $1.25B of Independent Bank Group, Inc. stock for Q3 2023, up 16% quarter-over-quarter.
  • 22 funds opened new Independent Bank Group, Inc. positions in Q3 2023 and 15 closed out, a net change of +7 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2023 was Holocene Advisors, an estimated $18.7M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2023 was American Century Companies, an estimated $25.3M sold.

Based on aggregated 13F filings for Q3 2023.