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IBTX

Independent Bank Group, Inc.

Delisted

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

195 hedge funds and large institutions have $1.89B invested in Independent Bank Group, Inc. in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 8

44% more capital invested

Capital invested by funds: $1.31B → $1.89B (+$575M)

26% more funds holding

Funds holding: 155195 (+40)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

14% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 64

Holders
195
Holders Change
+40
Holders Change %
+25.81%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
48
Increased
55
Reduced
64
Closed
8
Calls
$7.67M
Puts
Net Calls
+$7.67M
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
126
First Manhattan
New York
$404K
EGM
127
Engineers Gate Manager
New York
$399K +$353K +6,381 New
AC
128
Athanor Capital
New York
$367K -$188K -3,400 -37%
BAM
129
Blueshift Asset Management
New Jersey
$357K +$316K +5,710 New
AA
130
ALPS Advisors
Colorado
$356K -$9.57K -173 -3%
GCP
131
GSA Capital Partners
United Kingdom
$351K -$217K -3,919 -41%
IWP
132
Icon Wealth Partners
Texas
$330K +$1.55K +28 +0.5%
CIBC Asset Management
133
CIBC Asset Management
Ontario, Canada
$324K +$287K +5,190 New
Luther King Capital Management (LKCM)
134
Luther King Capital Management (LKCM)
Texas
$313K +$277K +5,000 New
ECM
135
Everence Capital Management
Indiana
$311K
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$311K +$36.5K +659 +15%
WC
137
Weil Company
California
$309K
Osaic Holdings
138
Osaic Holdings
Arizona
$308K +$58.1K +1,049 +27%
Stifel Financial
139
Stifel Financial
Missouri
$306K +$271K +4,894 New
HSBC Holdings
140
HSBC Holdings
United Kingdom
$305K +$270K +4,876 New
SWM
141
Segment Wealth Management
Texas
$296K +$1.38K +25 +0.5%
CCIA
142
Campbell & Co Investment Adviser
Maryland
$294K +$260K +4,700 New
MOACM
143
Mutual of America Capital Management
New York
$287K +$10.7K +194 +4%
TC
144
TwinBeech Capital
New York
$285K +$252K +4,557 New
TCBWMS
145
Texas Capital Bank Wealth Management Services
Texas
$283K +$250K +4,525 New
CPWM
146
Cypress Point Wealth Management
Texas
$282K +$250K +4,515 New
Qube Research & Technologies (QRT)
147
Qube Research & Technologies (QRT)
United Kingdom
$274K +$242K +4,379 New
CFB
148
Cullen/Frost Bankers
Texas
$267K
IFAM
149
Institutional & Family Asset Management
Colorado
$263K
CGH
150
Crossmark Global Holdings
Texas
$229K +$203K +3,670 New

IBTX Hedge Fund Activity: Q4 2020 in Review

195 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2020, worth a combined $1.89B — up 44% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IBTX positions and 8 closed out — a net gain of 40 holders — while 55 added to existing stakes and 64 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $25.1M. The largest seller was FJ Capital Management, cutting an estimated $30.8M.

  • 195 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2020, up from 155 in Q3 2020.
  • Funds reported $1.89B of Independent Bank Group, Inc. stock for Q4 2020, up 44% quarter-over-quarter.
  • 48 funds opened new Independent Bank Group, Inc. positions in Q4 2020 and 8 closed out, a net change of +40 holders.
  • The largest Independent Bank Group, Inc. buyer in Q4 2020 was Capital Research Global Investors, an estimated $25.1M added.
  • The largest Independent Bank Group, Inc. seller in Q4 2020 was FJ Capital Management, an estimated $30.8M sold.

Based on aggregated 13F filings for Q4 2020.