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IBTX

Independent Bank Group, Inc.

Delisted

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

184 hedge funds and large institutions have $1.25B invested in Independent Bank Group, Inc. in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $993K | Put options by funds: $384K

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

16% more capital invested

Capital invested by funds: $1.08B → $1.25B (+$173M)

3% more funds holding

Funds holding: 178184 (+6)

4% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 68

Holders
184
Holders Change
+6
Holders Change %
+3.37%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
65
Reduced
68
Closed
15
Calls
$993K
Puts
$384K
Net Calls
+$609K
Net Calls Change
+$419K
Name Holding Trade Value Shares
Change
Change in
Stake
II
126
Inspire Investing
Idaho
$359K -$38.9K -953 -9%
Capstone Investment Advisors
127
Capstone Investment Advisors
New York
$359K +$371K +9,088 New
CG
128
CFO4Life Group
Texas
$343K +$2.94K +72 +0.8%
GC
129
Guggenheim Capital
Illinois
$338K -$8.57K -210 -2%
Handelsbanken Fonder
130
Handelsbanken Fonder
Sweden
$312K
AHC
131
Adell Harriman & Carpenter
Texas
$307K
Mariner
132
Mariner
Kansas
$291K -$28.6K -701 -9%
EGM
133
Engineers Gate Manager
New York
$281K -$35.9K -880 -11%
US Bancorp
134
US Bancorp
Minnesota
$279K -$55.9K -1,371 -16%
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$275K
MOACM
136
Mutual of America Capital Management
New York
$249K -$26.1K -639 -9%
EI
137
Ethic Inc
New York
$226K +$233K +5,720 New
HC
138
Henshaw Capital
Massachusetts
$221K +$228K +5,586 New
IWP
139
Icon Wealth Partners
Texas
$219K
CSS
140
Cubist Systematic Strategies
Connecticut
$218K -$1.61M -39,571 -88%
ProShare Advisors
141
ProShare Advisors
Maryland
$218K +$225K +5,504 New
GF
142
Goodman Financial
Texas
$214K +$221K +5,416 New
ECM
143
Evergreen Capital Management
Washington
$204K +$210K +5,151 New
CA
144
Callahan Advisors
Texas
$201K +$208K +5,091 New
Amundi
145
Amundi
France
$170K
PI
146
PEAK6 Investments
Illinois
$159K -$70K -1,716 -30%
AIP
147
Ameritas Investment Partners
Nebraska
$142K +$24.8K +607 +20%
AF
148
Advisornet Financial
Minnesota
$111K
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$108K +$37.7K +925 +51%
IFAM
150
Institutional & Family Asset Management
Colorado
$102K

IBTX Hedge Fund Activity: Q3 2023 in Review

184 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2023, worth a combined $1.25B — up 16% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBTX positions and 15 closed out — a net gain of 7 holders — while 65 added to existing stakes and 68 trimmed.

The largest buyer was Holocene Advisors, adding an estimated $18.7M. The largest seller was American Century Companies, cutting an estimated $25.3M.

  • 184 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2023, up from 178 in Q2 2023.
  • Funds reported $1.25B of Independent Bank Group, Inc. stock for Q3 2023, up 16% quarter-over-quarter.
  • 22 funds opened new Independent Bank Group, Inc. positions in Q3 2023 and 15 closed out, a net change of +7 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2023 was Holocene Advisors, an estimated $18.7M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2023 was American Century Companies, an estimated $25.3M sold.

Based on aggregated 13F filings for Q3 2023.