We are live on ! Find out more
IBTX

Independent Bank Group, Inc.

Delisted

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

188 hedge funds and large institutions have $2.22B invested in Independent Bank Group, Inc. in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 72 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.89B → $2.22B (+$329M)

4% less funds holding

Funds holding: 195188 (-7)

14% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 72

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
188
Holders Change
-7
Holders Change %
-3.59%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
22
Increased
62
Reduced
72
Closed
27
Calls
$1.12M
Puts
Net Calls
+$1.12M
Net Calls Change
-$6.55M
Name Holding Trade Value Shares
Change
Change in
Stake
WC
126
Weil Company
California
$358K
MOACM
127
Mutual of America Capital Management
New York
$354K +$21.5K +307 +7%
Osaic Holdings
128
Osaic Holdings
Arizona
$349K -$5.75K -82 -2%
SWM
129
Segment Wealth Management
Texas
$343K +$1.4K +20 +0.4%
PP
130
Paloma Partners
Connecticut
$343K +$107K +1,526 +47%
PA
131
Profund Advisors
Maryland
$342K +$82.7K +1,179 +33%
TCBWMS
132
Texas Capital Bank Wealth Management Services
Texas
$327K
CPWM
133
Cypress Point Wealth Management
Texas
$326K
Qube Research & Technologies (QRT)
134
Qube Research & Technologies (QRT)
United Kingdom
$321K +$4.7K +67 +2%
AA
135
ALPS Advisors
Colorado
$318K -$91K -1,297 -23%
CIBC Asset Management
136
CIBC Asset Management
Ontario, Canada
$318K -$55.1K -785 -15%
HCM
137
Hodges Capital Management
Texas
$307K -$210K -3,000 -41%
Teacher Retirement System of Texas
138
Teacher Retirement System of Texas
Texas
$295K +$52.3K +745 +22%
CFB
139
Cullen/Frost Bankers
Texas
$284K -$23.3K -332 -8%
ECM
140
ExodusPoint Capital Management
New York
$279K +$271K +3,860 New
CGH
141
Crossmark Global Holdings
Texas
$275K +$9.82K +140 +4%
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$266K -$90.7K -1,293 -26%
CC
143
Centiva Capital
New York
$261K -$220K -3,131 -46%
Janus Henderson Group
144
Janus Henderson Group
United Kingdom
$256K +$982 +14 +0.4%
ECM
145
Evergreen Capital Management
Washington
$256K +$248K +3,541 New
HC
146
Henshaw Capital
Massachusetts
$254K
SG Americas Securities
147
SG Americas Securities
New York
$245K -$733K -10,449 -75%
AB
148
Amalgamated Bank
New York
$239K -$15.5K -221 -6%
GCP
149
GSA Capital Partners
United Kingdom
$238K -$162K -2,315 -41%
CAI
150
Capital Advisors Inc
Oklahoma
$225K +$218K +3,110 New

IBTX Hedge Fund Activity: Q1 2021 in Review

188 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2021, worth a combined $2.22B — up 17% from $1.89B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of IBTX and 22 opened new positions — a net loss of 5 holders — while 72 trimmed existing stakes and 62 added.

The largest buyer was Capital Research Global Investors, adding an estimated $60.4M. The largest seller was FJ Capital Management, cutting an estimated $40M.

  • 188 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2021, down from 195 in Q4 2020.
  • Funds reported $2.22B of Independent Bank Group, Inc. stock for Q1 2021, up 17% quarter-over-quarter.
  • 22 funds opened new Independent Bank Group, Inc. positions in Q1 2021 and 27 closed out, a net change of -5 holders.
  • The largest Independent Bank Group, Inc. buyer in Q1 2021 was Capital Research Global Investors, an estimated $60.4M added.
  • The largest Independent Bank Group, Inc. seller in Q1 2021 was FJ Capital Management, an estimated $40M sold.

Based on aggregated 13F filings for Q1 2021.