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IBTX

Independent Bank Group, Inc.

Delisted

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

159 hedge funds and large institutions have $1.39B invested in Independent Bank Group, Inc. in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 76 increasing their positions, 30 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 30

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

46% more capital invested

Capital invested by funds: $949M → $1.39B (+$437M)

12% more funds holding

Funds holding: 142159 (+17)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
159
Holders Change
+17
Holders Change %
+11.97%
% of All Funds
3.44%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
41
Increased
76
Reduced
30
Closed
21
Calls
$1.57M
Puts
Net Calls
+$1.57M
Net Calls Change
-$4.11M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
126
Oppenheimer Asset Management
New York
$238K +$101K +1,885 +68%
EGPO
127
EnTrust Global Partners Offshore
New York
$236K -$237K -4,400 -49%
IFAM
128
Institutional & Family Asset Management
Colorado
$236K +$248K +4,611 New
SWM
129
Segment Wealth Management
Texas
$234K +$1.02K +19 +0.4%
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$226K -$70.6K -1,312 -23%
CFB
131
Cullen/Frost Bankers
Texas
$219K +$229K +4,266 New
Ameriprise
132
Ameriprise
Minnesota
$217K +$227K +4,224 New
PDM
133
Penn Davis McFarland
Texas
$201K +$211K +3,920 New
LTFS
134
Ladenburg Thalmann Financial Services
Florida
$154K -$2.04K -38 -1%
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$153K +$91.6K +1,702 +132%
FDCDDQ
136
Federation des caisses Desjardins du Quebec
Quebec, Canada
$150K -$56.3K -1,046 -26%
AIP
137
Ameritas Investment Partners
Nebraska
$134K +$49.9K +927 +55%
UBS Group
138
UBS Group
Switzerland
$121K +$70.1K +1,304 +123%
TRCT
139
Tower Research Capital (TRC)
New York
$99K -$77.6K -1,443 -43%
SCM
140
Silvant Capital Management
Georgia
$82K +$86.4K +1,606 New
FMT
141
First Mercantile Trust
Tennessee
$79K -$6.99K -130 -8%
IA
142
IFP Advisors
Florida
$69K +$71.1K +1,322 +4,721%
VFA
143
Valeo Financial Advisors
Indiana
$50K +$52.1K +968 New
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$45K -$13.8K -256 -23%
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$43K +$25.8K +480 +505%
Toronto Dominion Bank
146
Toronto Dominion Bank
Ontario, Canada
$32K +$33.2K +618 New
SEI Investments
147
SEI Investments
Pennsylvania
$25K +$2.9K +54 +12%
PHK
148
Point72 Hong Kong
Hong Kong
$18K +$18.6K +345 New
PCP
149
Proficio Capital Partners
Massachusetts
$17K +$17.4K +323 New
CAM
150
ClariVest Asset Management
California
$12K -$311K -5,781 -96%

IBTX Hedge Fund Activity: Q1 2019 in Review

159 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2019, worth a combined $1.39B — up 46% from $949M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new IBTX positions and 21 closed out — a net gain of 20 holders — while 76 added to existing stakes and 30 trimmed.

The largest buyer was Vanguard Group, adding an estimated $65.9M. The largest seller was Marshall Wace, exiting entirely with an estimated $8.61M sold.

  • 159 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2019, up from 142 in Q4 2018.
  • Funds reported $1.39B of Independent Bank Group, Inc. stock for Q1 2019, up 46% quarter-over-quarter.
  • 41 funds opened new Independent Bank Group, Inc. positions in Q1 2019 and 21 closed out, a net change of +20 holders.
  • The largest Independent Bank Group, Inc. buyer in Q1 2019 was Vanguard Group, an estimated $65.9M added.
  • The largest Independent Bank Group, Inc. seller in Q1 2019 was Marshall Wace, an estimated $8.61M sold.

Based on aggregated 13F filings for Q1 2019.