Independent Bank Group, Inc.
IBTX
IBTX was delisted on the 31st of December, 2024.
142 hedge funds and large institutions have $949M invested in Independent Bank Group, Inc. in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 18 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
44% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 18
26% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 42
5% more funds holding
Funds holding: 135 → 142 (+7)
24% less capital invested
Capital invested by funds: $1.25B → $949M (-$299M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$12.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.2M |
| 3 |
EPCA
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
+$9.73M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$9.19M |
| 5 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
+$8.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
-$14.3M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$10.8M |
| 3 |
FAM
Fred Alger Management
New York
|
-$10.5M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$7.22M |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$6.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PDM
151
Penn Davis McFarland
Dallas,
Texas
| – | -$369K | -5,564 | Closed |
|
152
Ameriprise
Minneapolis,
Minnesota
| – | -$364K | -5,487 | Closed |
|
153
Capital Fund Management (CFM)
Paris,
France
| – | -$252K | -3,800 | Closed |
|
154
Janus Henderson Group
London,
United Kingdom
| – | -$244K | -3,683 | Closed |
|
|
BC
155
Brinker Capital
Berwyn,
Pennsylvania
| – | -$236K | -3,556 | Closed |
|
|
USAA
156
United Services Automobile Association
San Antonio,
Texas
| – | -$226K | -3,408 | Closed |
|
|
CGT
157
Capital Guardian Trust
Los Angeles,
California
| – | -$30K | -450 | Closed |
|
158
Parallax Volatility Advisers
San Francisco,
California
| – | -$12K | -174 | Closed |
|
159
Simplex Trading
Chicago,
Illinois
| – | -$4K | -66 | Closed |
|
160
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$3K | -43 | Closed |
|
IBTX Hedge Fund Activity: Q4 2018 in Review
142 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2018, worth a combined $949M — down 24% from $1.25B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IBTX positions and 18 closed out — a net gain of 8 holders — while 53 added to existing stakes and 42 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $12.3M. The largest seller was Mesirow Financial Investment Management - Fixed Income, exiting entirely with an estimated $14.3M sold.
- 142 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2018, up from 135 in Q3 2018.
- Funds reported $949M of Independent Bank Group, Inc. stock for Q4 2018, down 24% quarter-over-quarter.
- 26 funds opened new Independent Bank Group, Inc. positions in Q4 2018 and 18 closed out, a net change of +8 holders.
- The largest Independent Bank Group, Inc. buyer in Q4 2018 was Dimensional Fund Advisors, an estimated $12.3M added.
- The largest Independent Bank Group, Inc. seller in Q4 2018 was Mesirow Financial Investment Management - Fixed Income, an estimated $14.3M sold.
Based on aggregated 13F filings for Q4 2018.