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IBTX

Independent Bank Group, Inc.

Delisted

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

135 hedge funds and large institutions have $1.25B invested in Independent Bank Group, Inc. in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 35 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $2.5M

57% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 35

6% more capital invested

Capital invested by funds: $1.18B → $1.25B (+$68.6M)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 136135 (-1)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
135
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
55
Reduced
35
Closed
24
Calls
$15.6M
Puts
$2.5M
Net Calls
+$13.2M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$46K -$273 -4 -0.6%
CGT
127
Capital Guardian Trust
California
$30K +$30.7K +450 New
SEI Investments
128
SEI Investments
Pennsylvania
$29K +$1.64K +24 +6%
Parallax Volatility Advisers
129
Parallax Volatility Advisers
California
$12K +$11.9K +174 New
TRCT
130
Tower Research Capital (TRC)
New York
$7K +$6.76K +99 New
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$6K
Simplex Trading
132
Simplex Trading
Illinois
$4K +$4.51K +66 New
Qube Research & Technologies (QRT)
133
Qube Research & Technologies (QRT)
United Kingdom
$3K -$6.83K -100 -70%
FGAM
134
Financial Gravity Asset Management
Texas
$3K +$1.02K +15 +45%
IA
135
IFP Advisors
Florida
$2K +$1.91K +28 New
SCA
136
Stieven Capital Advisors
Missouri
-$11.3M -169,800 Closed
NCGI
137
Next Century Growth Investors
Minnesota
-$5.02M -75,149 Closed
MPAM
138
Monarch Partners Asset Management
Massachusetts
-$4.24M -63,490 Closed
GCP
139
GSA Capital Partners
United Kingdom
-$2.82M -42,230 Closed
KPF
140
K2 Principal Fund
Ontario, Canada
-$1.28M -19,231 Closed
ADEF
141
Adams Diversified Equity Fund
Maryland
-$661K -9,900 Closed
CCIA
142
Campbell & Co Investment Adviser
Maryland
-$655K -9,800 Closed
Squarepoint
143
Squarepoint
New York
-$537K -8,034 Closed
AA
144
ALPS Advisors
Colorado
-$419K -6,267 Closed
D.E. Shaw & Co
145
D.E. Shaw & Co
New York
-$399K -5,979 Closed
AQR Capital Management
146
AQR Capital Management
Connecticut
-$357K -5,351 Closed
SCM
147
Stevens Capital Management
Pennsylvania
-$343K -5,142 Closed
FAG
148
Financial Advisory Group
Texas
-$329K -4,932 Closed
TI
149
Trexquant Investment
Connecticut
-$300K -4,492 Closed
Teacher Retirement System of Texas
150
Teacher Retirement System of Texas
Texas
-$211K -3,153 Closed

IBTX Hedge Fund Activity: Q3 2018 in Review

135 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2018, worth a combined $1.25B — up 5.8% from $1.18B a quarter earlier.

Fund positioning in IBTX was balanced in Q3 2018: 24 funds opened new positions, 24 closed out, 55 added to existing stakes and 35 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $21M. The largest seller was CIBC Private Wealth Group, cutting an estimated $38.1M.

  • 135 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2018, down from 136 in Q2 2018.
  • Funds reported $1.25B of Independent Bank Group, Inc. stock for Q3 2018, up 5.8% quarter-over-quarter.
  • 24 funds opened new Independent Bank Group, Inc. positions in Q3 2018 and 24 closed out, a net change of 0 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2018 was Dimensional Fund Advisors, an estimated $21M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2018 was CIBC Private Wealth Group, an estimated $38.1M sold.

Based on aggregated 13F filings for Q3 2018.