Independent Bank Group, Inc.
IBTX
IBTX was delisted on the 31st of December, 2024.
122 hedge funds and large institutions have $592M invested in Independent Bank Group, Inc. in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 11 closing their positions.
118% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 11
79% more call options, than puts
Call options by funds: $2.69M | Put options by funds: $1.5M
18% more capital invested
Capital invested by funds: $502M → $592M (+$89.7M)
4% more funds holding
Funds holding: 117 → 122 (+5)
0% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$48.9M |
| 2 |
FAM
Fred Alger Management
New York
|
+$20.1M |
| 3 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
+$17.3M |
| 4 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
+$13.3M |
| 5 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
+$9.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$2.86M |
| 2 |
Millennium Management
New York
|
-$2.45M |
| 3 |
LW
Linscomb Wealth
Houston,
Texas
|
-$1.61M |
| 4 |
WA
WFG Advisors
Dallas,
Texas
|
-$1.59M |
| 5 |
Morgan Stanley
New York
|
-$1.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Renaissance Technologies
New York
| – | -$724K | -11,600 | Closed |
|
|
ZIM
127
Zacks Investment Management
Chicago,
Illinois
| – | -$671K | -10,756 | Closed |
|
128
Squarepoint
New York
| – | -$351K | -5,618 | Closed |
|
129
Capstone Investment Advisors
New York
| – | -$349K | -5,600 | Closed |
|
|
VKH
130
Virtu KCG Holdings
New York
| – | -$208K | -3,334 | Closed |
|
|
MWM
131
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | -$162K | -2,600 | Closed |
|
132
LSV Asset Management
Chicago,
Illinois
| – | -$24K | -400 | Closed |
|
|
DVM
133
Dreman Value Management
West Palm Beach,
Florida
| – | -$5K | -73 | Closed |
|
IBTX Hedge Fund Activity: Q1 2017 in Review
122 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2017, worth a combined $592M — up 18% from $502M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IBTX positions and 11 closed out — a net gain of 13 holders — while 42 added to existing stakes and 42 trimmed.
The largest buyer was BlackRock, adding an estimated $48.9M. The largest seller was JP Morgan Chase, cutting an estimated $2.86M.
- 122 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2017, up from 117 in Q4 2016.
- Funds reported $592M of Independent Bank Group, Inc. stock for Q1 2017, up 18% quarter-over-quarter.
- 24 funds opened new Independent Bank Group, Inc. positions in Q1 2017 and 11 closed out, a net change of +13 holders.
- The largest Independent Bank Group, Inc. buyer in Q1 2017 was BlackRock, an estimated $48.9M added.
- The largest Independent Bank Group, Inc. seller in Q1 2017 was JP Morgan Chase, an estimated $2.86M sold.
Based on aggregated 13F filings for Q1 2017.