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IBTX

Independent Bank Group, Inc.

Delisted

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

212 hedge funds and large institutions have $1.49B invested in Independent Bank Group, Inc. in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 72 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

339% more call options, than puts

Call options by funds: $1M | Put options by funds: $228K

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

9% more funds holding

Funds holding: 195212 (+17)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 72

11% less capital invested

Capital invested by funds: $1.66B → $1.49B (-$175M)

Holders
212
Holders Change
+17
Holders Change %
+8.72%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
71
Reduced
72
Closed
8
Calls
$1M
Puts
$228K
Net Calls
+$772K
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
101
State of Tennessee, Department of Treasury
Tennessee
$686K -$110K -2,356 -14%
Victory Capital Management
102
Victory Capital Management
Texas
$678K +$80.8K +1,733 +13%
DA
103
Doliver Advisors
Texas
$668K
New York State Common Retirement Fund
104
New York State Common Retirement Fund
New York
$663K
Wells Fargo
105
Wells Fargo
California
$660K +$62.1K +1,331 +10%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$632K -$135K -2,885 -17%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$626K -$673K -14,434 -51%
LPL Financial
108
LPL Financial
California
$611K +$3.03K +65 +0.5%
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$611K +$48.6K +1,042 +8%
Qube Research & Technologies (QRT)
110
Qube Research & Technologies (QRT)
United Kingdom
$568K +$491K +10,534 +551%
EC
111
EJF Capital
Virginia
$560K -$3.6M -77,181 -86%
JF
112
Jump Financial
Illinois
$553K +$565K +12,115 New
VOYA Investment Management
113
VOYA Investment Management
Georgia
$550K -$125K -2,682 -18%
TRSOTSOK
114
Teachers Retirement System of the State of Kentucky
Kentucky
$533K
PP
115
PDT Partners
New York
$524K +$466 +10 +0.1%
AWM
116
Avior Wealth Management
Nebraska
$520K +$531K +11,386 New
MSRPS
117
Maryland State Retirement & Pension System
Maryland
$515K
Verition Fund Management
118
Verition Fund Management
Connecticut
$511K +$16.3K +350 +3%
AB
119
Amalgamated Bank
New York
$506K -$97.7K -2,095 -16%
HSBC Holdings
120
HSBC Holdings
United Kingdom
$505K -$13.8K -295 -3%
KAS
121
Kestra Advisory Services
Texas
$498K +$7.79K +167 +2%
Osaic Holdings
122
Osaic Holdings
Arizona
$488K -$12.8K -275 -3%
Corient Private Wealth
123
Corient Private Wealth
Florida
$472K -$68.5K -1,469 -12%
ASRS
124
Arizona State Retirement System
Arizona
$466K -$8.26K -177 -2%
Capstone Investment Advisors
125
Capstone Investment Advisors
New York
$441K +$451K +9,667 New

IBTX Hedge Fund Activity: Q1 2024 in Review

212 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2024, worth a combined $1.49B — down 11% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBTX positions and 8 closed out — a net gain of 17 holders — while 71 added to existing stakes and 72 trimmed.

The largest buyer was Macquarie Group, adding an estimated $17.5M. The largest seller was Morgan Stanley, cutting an estimated $35.7M.

  • 212 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2024, up from 195 in Q4 2023.
  • Funds reported $1.49B of Independent Bank Group, Inc. stock for Q1 2024, down 11% quarter-over-quarter.
  • 25 funds opened new Independent Bank Group, Inc. positions in Q1 2024 and 8 closed out, a net change of +17 holders.
  • The largest Independent Bank Group, Inc. buyer in Q1 2024 was Macquarie Group, an estimated $17.5M added.
  • The largest Independent Bank Group, Inc. seller in Q1 2024 was Morgan Stanley, an estimated $35.7M sold.

Based on aggregated 13F filings for Q1 2024.