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IBTX

Independent Bank Group, Inc.

Delisted

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

188 hedge funds and large institutions have $2.22B invested in Independent Bank Group, Inc. in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 72 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.89B → $2.22B (+$329M)

4% less funds holding

Funds holding: 195188 (-7)

14% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 72

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
188
Holders Change
-7
Holders Change %
-3.59%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
22
Increased
62
Reduced
72
Closed
27
Calls
$1.12M
Puts
Net Calls
+$1.12M
Net Calls Change
-$6.55M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
151
Ameritas Investment Partners
Nebraska
$224K
V
152
Veritable
Delaware
$219K +$212K +3,025 New
IFAM
153
Institutional & Family Asset Management
Colorado
$217K -$84.9K -1,211 -29%
CA
154
Callahan Advisors
Texas
$205K +$199K +2,832 New
PDM
155
Penn Davis McFarland
Texas
$202K +$196K +2,800 New
PAMU
156
Pictet Asset Management (UK)
United Kingdom
$202K +$196K +2,800 New
TRCT
157
Tower Research Capital (TRC)
New York
$197K +$57.2K +816 +43%
ANBT
158
American National Bank & Trust
Texas
$181K
UFF
159
USA Financial Formulas
Michigan
$110K +$106K +1,518 New
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$86K +$20.5K +292 +33%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$64K +$28.1K +400 +83%
AP
162
Arlington Partners
Alabama
$55K +$53.2K +759 New
HIA
163
Harbor Investment Advisory
Maryland
$51K
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$43K
Toronto Dominion Bank
165
Toronto Dominion Bank
Ontario, Canada
$41K -$29K -414 -42%
SAI
166
Systematic Alpha Investments
New Jersey
$33K
VCM
167
Versant Capital Management
Arizona
$27K +$5.47K +78 +26%
TSW
168
Thompson Siegel & Walmsley
Virginia
$23K -$7.01K -100 -24%
AWA
169
Arkadios Wealth Advisors
Georgia
$21K
PAM
170
Panagora Asset Management
Massachusetts
$19K
SWA
171
Sutton Wealth Advisors
Florida
$18.7K
FCA
172
FinTrust Capital Advisors
South Carolina
$17K
PCG
173
Private Capital Group
Connecticut
$14K +$10.5K +150 +375%
Robeco Institutional Asset Management
174
Robeco Institutional Asset Management
Netherlands
$12K +$11.6K +165 New
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$9K

IBTX Hedge Fund Activity: Q1 2021 in Review

188 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2021, worth a combined $2.22B — up 17% from $1.89B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of IBTX and 22 opened new positions — a net loss of 5 holders — while 72 trimmed existing stakes and 62 added.

The largest buyer was Capital Research Global Investors, adding an estimated $60.4M. The largest seller was FJ Capital Management, cutting an estimated $40M.

  • 188 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2021, down from 195 in Q4 2020.
  • Funds reported $2.22B of Independent Bank Group, Inc. stock for Q1 2021, up 17% quarter-over-quarter.
  • 22 funds opened new Independent Bank Group, Inc. positions in Q1 2021 and 27 closed out, a net change of -5 holders.
  • The largest Independent Bank Group, Inc. buyer in Q1 2021 was Capital Research Global Investors, an estimated $60.4M added.
  • The largest Independent Bank Group, Inc. seller in Q1 2021 was FJ Capital Management, an estimated $40M sold.

Based on aggregated 13F filings for Q1 2021.