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IBTX

Independent Bank Group, Inc.

Delisted

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

177 hedge funds and large institutions have $2.3B invested in Independent Bank Group, Inc. in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 64 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $2.22B → $2.3B (+$85.5M)

3% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 62

6% less funds holding

Funds holding: 188177 (-11)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

54% less call options, than puts

Call options by funds: $666K | Put options by funds: $1.46M

55% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 20

Holders
177
Holders Change
-11
Holders Change %
-5.85%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
64
Reduced
62
Closed
20
Calls
$666K
Puts
$1.46M
Net Calls
-$791K
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
126
CIBC Asset Management
Ontario, Canada
$326K
AA
127
ALPS Advisors
Colorado
$325K
ACM
128
AlphaCrest Capital Management
New York
$314K -$443K -5,852 -58%
HCM
129
Hodges Capital Management
Texas
$314K
ECM
130
Evergreen Capital Management
Washington
$307K +$46.1K +609 +17%
AG
131
Algert Global
California
$296K +$303K +3,997 New
CFB
132
Cullen/Frost Bankers
Texas
$291K
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$272K
CGH
134
Crossmark Global Holdings
Texas
$267K -$15.2K -200 -5%
HC
135
Henshaw Capital
Massachusetts
$260K
BAM
136
Blueshift Asset Management
New Jersey
$237K +$243K +3,210 New
CAI
137
Capital Advisors Inc
Oklahoma
$230K
PAM
138
Panagora Asset Management
Massachusetts
$230K +$215K +2,835 +1,054%
V
139
Veritable
Delaware
$224K
IFAM
140
Institutional & Family Asset Management
Colorado
$222K
AIP
141
Ameritas Investment Partners
Nebraska
$218K -$10.8K -142 -5%
PDM
142
Penn Davis McFarland
Texas
$207K
PAMU
143
Pictet Asset Management (UK)
United Kingdom
$207K
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$200K +$205K +2,707 New
SG Americas Securities
145
SG Americas Securities
New York
$191K -$61.3K -809 -24%
ANBT
146
American National Bank & Trust
Texas
$185K
CC
147
Corsicana & Co
Texas
$148K +$152K +2,000 New
Simplex Trading
148
Simplex Trading
Illinois
$145K +$149K +1,967 New
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$102K +$14.2K +188 +16%
UFF
150
USA Financial Formulas
Michigan
$101K -$11.6K -153 -10%

IBTX Hedge Fund Activity: Q2 2021 in Review

177 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q2 2021, worth a combined $2.3B — up 3.9% from $2.22B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IBTX and 9 opened new positions — a net loss of 11 holders — while 62 trimmed existing stakes and 64 added.

The largest buyer was Capital Research Global Investors, adding an estimated $48.1M. The largest seller was FJ Capital Management, exiting entirely with an estimated $18.6M sold.

  • 177 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q2 2021, down from 188 in Q1 2021.
  • Funds reported $2.3B of Independent Bank Group, Inc. stock for Q2 2021, up 3.9% quarter-over-quarter.
  • 9 funds opened new Independent Bank Group, Inc. positions in Q2 2021 and 20 closed out, a net change of -11 holders.
  • The largest Independent Bank Group, Inc. buyer in Q2 2021 was Capital Research Global Investors, an estimated $48.1M added.
  • The largest Independent Bank Group, Inc. seller in Q2 2021 was FJ Capital Management, an estimated $18.6M sold.

Based on aggregated 13F filings for Q2 2021.