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IBTX

Independent Bank Group, Inc.

Delisted

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

155 hedge funds and large institutions have $1.31B invested in Independent Bank Group, Inc. in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

1% more capital invested

Capital invested by funds: $1.3B → $1.31B (+$13.6M)

0% more funds holding

Funds holding: 155155 (0)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

24% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 59

Holders
155
Holders Change
Holders Change %
0%
% of All Funds
3.13%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
25
Increased
45
Reduced
59
Closed
24
Calls
$6.62M
Puts
Net Calls
+$6.62M
Net Calls Change
+$4.87M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Segment Wealth Management
Texas
$208K +$208K +4,703 New
MOACM
127
Mutual of America Capital Management
New York
$194K +$116K +2,631 +149%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$191K
CFB
129
Cullen/Frost Bankers
Texas
$188K
IFAM
130
Institutional & Family Asset Management
Colorado
$186K
Osaic Holdings
131
Osaic Holdings
Arizona
$171K -$52.9K -1,197 -24%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$167K -$38.9K -880 -20%
AIP
133
Ameritas Investment Partners
Nebraska
$137K
PAM
134
Panagora Asset Management
Massachusetts
$100K
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$43K
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$38K +$37.6K +850 New
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$32K -$24.8K -561 -43%
GT
138
Glenmede Trust
Pennsylvania
$29K -$10.2K -230 -25%
TRCT
139
Tower Research Capital (TRC)
New York
$25K -$144K -3,253 -85%
HIA
140
Harbor Investment Advisory
Maryland
$21K +$10.5K +238 +100%
TSW
141
Thompson Siegel & Walmsley
Virginia
$19K
PHK
142
Point72 Hong Kong
Hong Kong
$15K +$15K +340 New
AWA
143
Arkadios Wealth Advisors
Georgia
$14.4K
VCM
144
Versant Capital Management
Arizona
$13K +$2.3K +52 +21%
SWA
145
Sutton Wealth Advisors
Florida
$11.4K -$11.5K -260 -50%
QT
146
Quantbot Technologies
New York
$11K +$11.6K +263 New
PCG
147
Private Capital Group
Connecticut
$8K +$8.4K +190 New
HR
148
Howe & Rusling
New York
$5K
ASN
149
Advisory Services Network
Georgia
$4K +$3.98K +90 New
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$3K +$2.7K +61 New

IBTX Hedge Fund Activity: Q3 2020 in Review

155 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2020, worth a combined $1.31B — up 1.1% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBTX positions and 24 closed out — a net gain of 1 holder — while 45 added to existing stakes and 59 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $23.7M. The largest seller was State Street, cutting an estimated $17.5M.

  • 155 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $1.31B of Independent Bank Group, Inc. stock for Q3 2020, up 1.1% quarter-over-quarter.
  • 25 funds opened new Independent Bank Group, Inc. positions in Q3 2020 and 24 closed out, a net change of +1 holder.
  • The largest Independent Bank Group, Inc. buyer in Q3 2020 was Capital Research Global Investors, an estimated $23.7M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2020 was State Street, an estimated $17.5M sold.

Based on aggregated 13F filings for Q3 2020.