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IBTX

Independent Bank Group, Inc.

Delisted

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

187 hedge funds and large institutions have $2.25B invested in Independent Bank Group, Inc. in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

5% more funds holding

Funds holding: 178187 (+9)

2% more capital invested

Capital invested by funds: $2.2B → $2.25B (+$51.7M)

5% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 65

26% less call options, than puts

Call options by funds: $873K | Put options by funds: $1.18M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
187
Holders Change
+9
Holders Change %
+5.06%
% of All Funds
2.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
62
Reduced
65
Closed
12
Calls
$873K
Puts
$1.18M
Net Calls
-$303K
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
126
First Manhattan
New York
$404K
CA
127
Callahan Advisors
Texas
$403K -$118K -1,634 -23%
GF
128
Goodman Financial
Texas
$391K
IWP
129
Icon Wealth Partners
Texas
$388K +$1.88K +26 +0.5%
MOACM
130
Mutual of America Capital Management
New York
$364K +$6.87K +95 +2%
ECM
131
Everence Capital Management
Indiana
$359K
WC
132
Weil Company
California
$357K
SWM
133
Segment Wealth Management
Texas
$347K +$1.81K +25 +0.5%
CIBC Asset Management
134
CIBC Asset Management
Ontario, Canada
$332K +$5.79K +80 +2%
TRIA
135
Trail Ridge Investment Advisors
Colorado
$332K +$333K +4,604 New
UCFA
136
United Capital Financial Advisors
Texas
$326K -$708K -9,794 -68%
CPWM
137
Cypress Point Wealth Management
Texas
$326K
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$323K +$57.6K +796 +22%
Victory Capital Management
139
Victory Capital Management
Texas
$320K -$389K -5,379 -55%
RVPG
140
Relative Value Partners Group
$313K +$1.52K +21 +0.5%
PP
141
PDT Partners
New York
$306K +$307K +4,248 New
PA
142
Profund Advisors
Maryland
$299K +$11.3K +156 +4%
ECM
143
Evergreen Capital Management
Washington
$295K -$10.3K -143 -3%
ROC
144
River Oaks Capital
Minnesota
$293K +$294K +4,060 New
CFB
145
Cullen/Frost Bankers
Texas
$284K
HF
146
HRT Financial
New York
$260K -$1.01M -14,035 -80%
HC
147
Henshaw Capital
Massachusetts
$254K
SCM
148
Southport Capital Management
Tennessee
$238K +$239K +3,300 New
CGH
149
Crossmark Global Holdings
Texas
$229K -$27.5K -380 -11%
PAM
150
Panagora Asset Management
Massachusetts
$224K

IBTX Hedge Fund Activity: Q4 2021 in Review

187 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2021, worth a combined $2.25B — up 2.4% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBTX positions and 12 closed out — a net gain of 11 holders — while 62 added to existing stakes and 65 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $36.2M. The largest seller was Millennium Management, cutting an estimated $14.8M.

  • 187 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2021, up from 178 in Q3 2021.
  • Funds reported $2.25B of Independent Bank Group, Inc. stock for Q4 2021, up 2.4% quarter-over-quarter.
  • 23 funds opened new Independent Bank Group, Inc. positions in Q4 2021 and 12 closed out, a net change of +11 holders.
  • The largest Independent Bank Group, Inc. buyer in Q4 2021 was Fidelity Investments, an estimated $36.2M added.
  • The largest Independent Bank Group, Inc. seller in Q4 2021 was Millennium Management, an estimated $14.8M sold.

Based on aggregated 13F filings for Q4 2021.