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IBTX

Independent Bank Group, Inc.

Delisted

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

136 hedge funds and large institutions have $1.18B invested in Independent Bank Group, Inc. in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

624% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $1.86M

88% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 34

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

5% more funds holding

Funds holding: 130136 (+6)

1% less capital invested

Capital invested by funds: $1.19B → $1.18B (-$6.63M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
136
Holders Change
+6
Holders Change %
+4.62%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
21
Increased
64
Reduced
34
Closed
14
Calls
$13.5M
Puts
$1.86M
Net Calls
+$11.6M
Net Calls Change
+$8.59M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
126
Advisor Group
Arizona
$41K +$4.89K +67 +12%
CBT
127
Capital Bank & Trust
California
$30K +$32.8K +450 New
SEI Investments
128
SEI Investments
Pennsylvania
$28K +$30.2K +414 +20,700%
PIA
129
Piedmont Investment Advisors
North Carolina
$25K +$26.8K +367 New
WAM
130
Wolverine Asset Management
Illinois
$15K +$16.4K +225 New
QT
131
Quantbot Technologies
New York
$14K +$15.5K +213 New
Qube Research & Technologies (QRT)
132
Qube Research & Technologies (QRT)
United Kingdom
$10K +$10.4K +143 New
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$6K +$6.93K +95 New
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$3K
FGAM
135
Financial Gravity Asset Management
Texas
$2K
MIM
136
Monashee Investment Management
Massachusetts
-$83K -118,435 Closed
SSA
137
Schonfeld Strategic Advisors
New York
-$6.19M -87,500 Closed
LCM
138
Laurion Capital Management
New York
-$4.72M -66,726 Closed
FHC
139
Forest Hill Capital
Arkansas
-$4.7M -66,541 Closed
OA
140
Omega Advisors
New York
-$3.3M -46,700 Closed
MAG
141
Millrace Asset Group
Pennsylvania
-$1.68M -23,750 Closed
WI
142
WBI Investments
New Jersey
-$1.41M -19,972 Closed
EM
143
ELCO Management
New York
-$788K -11,150 Closed
MFIM
144
Mesirow Financial Investment Management
Illinois
-$622K -8,795 Closed
Stifel Financial
145
Stifel Financial
Missouri
-$586K -8,249 Closed
RWA
146
RGT Wealth Advisors
Texas
-$255K -3,607 Closed
PCM
147
Prelude Capital Management
New York
-$49K -690 Closed
HNB
148
Huntington National Bank
Ohio
-$6K -80 Closed
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
-$5K -65 Closed

IBTX Hedge Fund Activity: Q2 2018 in Review

136 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q2 2018, worth a combined $1.18B — down 0.56% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IBTX positions and 14 closed out — a net gain of 7 holders — while 64 added to existing stakes and 34 trimmed.

The largest buyer was Vanguard Group, adding an estimated $31.7M. The largest seller was Wellington Management Group, cutting an estimated $32.7M.

  • 136 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q2 2018, up from 130 in Q1 2018.
  • Funds reported $1.18B of Independent Bank Group, Inc. stock for Q2 2018, down 0.56% quarter-over-quarter.
  • 21 funds opened new Independent Bank Group, Inc. positions in Q2 2018 and 14 closed out, a net change of +7 holders.
  • The largest Independent Bank Group, Inc. buyer in Q2 2018 was Vanguard Group, an estimated $31.7M added.
  • The largest Independent Bank Group, Inc. seller in Q2 2018 was Wellington Management Group, an estimated $32.7M sold.

Based on aggregated 13F filings for Q2 2018.