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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 $1.48B invested in Independent Bank Group, Inc. in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,591% more call options, than puts

Call options by funds: $7.75M | Put options by funds: $458K

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more funds holding

Funds holding: 158159 (+1)

0% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 53

3% less capital invested

Capital invested by funds: $1.52B → $1.48B (-$42.4M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
159
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
3.49%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
19
Increased
53
Reduced
53
Closed
17
Calls
$7.75M
Puts
$458K
Net Calls
+$7.29M
Net Calls Change
+$815K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Segment Wealth Management
Texas
$242K +$1.22K +23 +0.5%
CFB
127
Cullen/Frost Bankers
Texas
$224K
IFAM
128
Institutional & Family Asset Management
Colorado
$222K
SI
129
Stephens Inc
Arkansas
$218K -$20.9K -395 -9%
ProShare Advisors
130
ProShare Advisors
Maryland
$214K +$215K +4,064 New
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$211K -$53 -1 -0%
OAM
132
Oppenheimer Asset Management
New York
$205K -$49.3K -933 -19%
AIP
133
Ameritas Investment Partners
Nebraska
$163K
LTFS
134
Ladenburg Thalmann Financial Services
Florida
$160K +$687 +13 +0.4%
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$157K
Citigroup
136
Citigroup
New York
$114K -$1.17M -22,091 -91%
QT
137
Quantamental Technologies
New York
$111K +$26K +492 +31%
FMT
138
First Mercantile Trust
Tennessee
$90K +$9.35K +177 +12%
SCM
139
Silvant Capital Management
Georgia
$84K
SCA
140
Stonebridge Capital Advisors
Minnesota
$76K
AG
141
Advisor Group
Arizona
$74K +$14.4K +273 +24%
VFA
142
Valeo Financial Advisors
Indiana
$51K
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$43K
TRCT
144
Tower Research Capital (TRC)
New York
$29K -$36.5K -691 -55%
Toronto Dominion Bank
145
Toronto Dominion Bank
Ontario, Canada
$23K -$26.1K -495 -53%
CAM
146
ClariVest Asset Management
California
$12K
DP
147
Denver PWM
Colorado
$11.1K +$11.1K +211 New
SIAP
148
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K
FCA
149
FinTrust Capital Advisors
South Carolina
$6K +$634 +12 +11%
LC
150
Lindbrook Capital
California
$4K

IBTX Hedge Fund Activity: Q3 2019 in Review

159 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2019, worth a combined $1.48B — down 2.8% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBTX positions and 17 closed out — a net gain of 2 holders — while 53 added to existing stakes and 53 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $22.2M. The largest seller was Wellington Management Group, cutting an estimated $34.5M.

  • 159 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2019, up from 158 in Q2 2019.
  • Funds reported $1.48B of Independent Bank Group, Inc. stock for Q3 2019, down 2.8% quarter-over-quarter.
  • 19 funds opened new Independent Bank Group, Inc. positions in Q3 2019 and 17 closed out, a net change of +2 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2019 was American Century Companies, an estimated $22.2M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2019 was Wellington Management Group, an estimated $34.5M sold.

Based on aggregated 13F filings for Q3 2019.