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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 $1.98B invested in Independent Bank Group, Inc. in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.86B → $1.98B (+$118M)

0% more call options, than puts

Call options by funds: $12K | Put options by funds: $12K

5% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 65

10% less funds holding

Funds holding: 208187 (-21)

44% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 43

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
187
Holders Change
-21
Holders Change %
-10.1%
% of All Funds
2.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
62
Reduced
65
Closed
43
Calls
$12K
Puts
$12K
Net Calls
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
TRIA
126
Trail Ridge Investment Advisors
Colorado
$279K
SEI Investments
127
SEI Investments
Pennsylvania
$276K
Stifel Financial
128
Stifel Financial
Missouri
$270K +$1.24K +20 +0.5%
HSBC Holdings
129
HSBC Holdings
United Kingdom
$255K -$23K -371 -8%
HW
130
Hancock Whitney
Mississippi
$253K +$20.3K +328 +9%
PA
131
Profund Advisors
Maryland
$240K -$13.2K -213 -5%
Two Sigma Advisers
132
Two Sigma Advisers
New York
$237K -$1M -16,200 -81%
VPIM
133
Vanguard Personalized Indexing Management
California
$230K +$12.6K +204 +6%
AIP
134
Ameritas Investment Partners
Nebraska
$230K +$12.1K +195 +5%
AWM
135
AE Wealth Management
Kansas
$223K +$227K +3,671 New
Kovitz Investment Group Partners
136
Kovitz Investment Group Partners
Illinois
$222K +$226K +3,658 New
CWM
137
CIBC World Markets
New York
$206K +$210K +3,391 New
ANBT
138
American National Bank & Trust
Texas
$152K
KBC Group
139
KBC Group
Belgium
$120K +$34.2K +552 +39%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$78K -$991 -16 -1%
TRCT
141
Tower Research Capital (TRC)
New York
$76.7K -$436K -7,038 -85%
CF
142
Collier Financial
Colorado
$74.7K +$76.2K +1,231 New
SCM
143
Sterling Capital Management
North Carolina
$69.3K +$63K +1,017 +814%
SAM
144
Smartleaf Asset Management
Massachusetts
$67.9K +$44K +710 +171%
VI
145
Vestcor Inc
New Brunswick, Canada
$55K +$56.4K +911 New
Creative Planning
146
Creative Planning
Kansas
$45.6K +$46.5K +751 New
S
147
SignatureFD
Georgia
$42.3K -$371 -6 -0.9%
QCG
148
Quadrant Capital Group
Ohio
$42.2K +$5.33K +86 +14%
VWM
149
Venturi Wealth Management
Texas
$40.2K
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$39.6K -$7.49K -121 -16%

IBTX Hedge Fund Activity: Q4 2024 in Review

187 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2024, worth a combined $1.98B — up 6.4% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of IBTX and 24 opened new positions — a net loss of 19 holders — while 65 trimmed existing stakes and 62 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $110M. The largest seller was FJ Capital Management, cutting an estimated $42.2M.

  • 187 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2024, down from 208 in Q3 2024.
  • Funds reported $1.98B of Independent Bank Group, Inc. stock for Q4 2024, up 6.4% quarter-over-quarter.
  • 24 funds opened new Independent Bank Group, Inc. positions in Q4 2024 and 43 closed out, a net change of -19 holders.
  • The largest Independent Bank Group, Inc. buyer in Q4 2024 was Capital Research Global Investors, an estimated $110M added.
  • The largest Independent Bank Group, Inc. seller in Q4 2024 was FJ Capital Management, an estimated $42.2M sold.

Based on aggregated 13F filings for Q4 2024.