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IBTX

Independent Bank Group, Inc.

Delisted

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

178 hedge funds and large institutions have $2.2B invested in Independent Bank Group, Inc. in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $2.18M | Put options by funds: $1.32M

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1% more funds holding

Funds holding: 177178 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $2.3B → $2.2B (-$102M)

15% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 65

Holders
178
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
55
Reduced
65
Closed
17
Calls
$2.18M
Puts
$1.32M
Net Calls
+$859K
Net Calls Change
+$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
126
ALPS Advisors
Colorado
$395K +$81.1K +1,165 +26%
GF
127
Goodman Financial
Texas
$385K
IWP
128
Icon Wealth Partners
Texas
$380K +$1.81K +26 +0.5%
ECM
129
Everence Capital Management
Indiana
$354K
MOACM
130
Mutual of America Capital Management
New York
$352K -$18.7K -269 -5%
WC
131
Weil Company
California
$352K
Jane Street
132
Jane Street
New York
$348K -$303K -4,357 -47%
SWM
133
Segment Wealth Management
Texas
$340K +$1.67K +24 +0.5%
CPWM
134
Cypress Point Wealth Management
Texas
$321K
CIBC Asset Management
135
CIBC Asset Management
Ontario, Canada
$321K +$7.87K +113 +3%
RVPG
136
Relative Value Partners Group
$307K +$300K +4,315 New
ECM
137
Evergreen Capital Management
Washington
$301K +$5.78K +83 +2%
PA
138
Profund Advisors
Maryland
$284K -$72.5K -1,041 -21%
CFB
139
Cullen/Frost Bankers
Texas
$279K
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$261K
CGH
141
Crossmark Global Holdings
Texas
$253K -$3.48K -50 -1%
HC
142
Henshaw Capital
Massachusetts
$250K
PAM
143
Panagora Asset Management
Massachusetts
$221K
V
144
Veritable
Delaware
$215K
AIP
145
Ameritas Investment Partners
Nebraska
$210K
IFAM
146
Institutional & Family Asset Management
Colorado
$197K -$15.4K -221 -7%
ANBT
147
American National Bank & Trust
Texas
$178K
TRCT
148
Tower Research Capital (TRC)
New York
$175K -$211K -3,023 -55%
Simplex Trading
149
Simplex Trading
Illinois
$146K
CC
150
Corsicana & Co
Texas
$142K

IBTX Hedge Fund Activity: Q3 2021 in Review

178 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2021, worth a combined $2.2B — down 4.4% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IBTX positions and 17 closed out — a net gain of 3 holders — while 55 added to existing stakes and 65 trimmed.

The largest buyer was Fort Washington Investment Advisors, opening a new position worth an estimated $11.9M. The largest seller was Fidelity Investments, cutting an estimated $11.4M.

  • 178 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2021, up from 177 in Q2 2021.
  • Funds reported $2.2B of Independent Bank Group, Inc. stock for Q3 2021, down 4.4% quarter-over-quarter.
  • 20 funds opened new Independent Bank Group, Inc. positions in Q3 2021 and 17 closed out, a net change of +3 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2021 was Fort Washington Investment Advisors, an estimated $11.9M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2021 was Fidelity Investments, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2021.