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IBTX

Independent Bank Group, Inc.

Delisted

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

177 hedge funds and large institutions have $2.3B invested in Independent Bank Group, Inc. in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 64 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $2.22B → $2.3B (+$85.5M)

3% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 62

6% less funds holding

Funds holding: 188177 (-11)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

54% less call options, than puts

Call options by funds: $666K | Put options by funds: $1.46M

55% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 20

Holders
177
Holders Change
-11
Holders Change %
-5.85%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
64
Reduced
62
Closed
20
Calls
$666K
Puts
$1.46M
Net Calls
-$791K
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$67K +$1.44K +19 +2%
HIA
152
Harbor Investment Advisory
Maryland
$52K
Toronto Dominion Bank
153
Toronto Dominion Bank
Ontario, Canada
$47K +$5K +66 +12%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$43K
SAI
155
Systematic Alpha Investments
New Jersey
$33K
SWA
156
Sutton Wealth Advisors
Florida
$29.3K +$10.4K +137 +53%
VCM
157
Versant Capital Management
Arizona
$29K +$758 +10 +3%
TSW
158
Thompson Siegel & Walmsley
Virginia
$24K
AWA
159
Arkadios Wealth Advisors
Georgia
$22K
Ohio Public Employees Retirement System (OPERS)
160
Ohio Public Employees Retirement System (OPERS)
Ohio
$21K +$12.3K +162 +128%
FCA
161
FinTrust Capital Advisors
South Carolina
$16K -$758 -10 -4%
PCG
162
Private Capital Group
Connecticut
$14K
QT
163
Quantbot Technologies
New York
$13K +$13.4K +177 New
Robeco Institutional Asset Management
164
Robeco Institutional Asset Management
Netherlands
$12K
OSAM
165
O'Shaughnessy Asset Management
Connecticut
$11K +$5.76K +76 +107%
PFBT
166
Parkside Financial Bank & Trust
Missouri
$8K +$606 +8 +8%
TWA
167
TCI Wealth Advisors
Arizona
$8K +$2.5K +33 +45%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$7K -$3.11K -41 -32%
HR
169
Howe & Rusling
New York
$5K
CFGS
170
Concourse Financial Group Securities
Alabama
$2K
GAM
171
Gemmer Asset Management
California
$2K
AIG
172
American International Group
New York
$1.8K -$20.6K -272 -1%
FPS
173
Fieldpoint Private Securities
Connecticut
$1K
HI
174
Harbour Investments
Wisconsin
$1K
NFG
175
Next Financial Group
Texas
$1K

IBTX Hedge Fund Activity: Q2 2021 in Review

177 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q2 2021, worth a combined $2.3B — up 3.9% from $2.22B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IBTX and 9 opened new positions — a net loss of 11 holders — while 62 trimmed existing stakes and 64 added.

The largest buyer was Capital Research Global Investors, adding an estimated $48.1M. The largest seller was FJ Capital Management, exiting entirely with an estimated $18.6M sold.

  • 177 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q2 2021, down from 188 in Q1 2021.
  • Funds reported $2.3B of Independent Bank Group, Inc. stock for Q2 2021, up 3.9% quarter-over-quarter.
  • 9 funds opened new Independent Bank Group, Inc. positions in Q2 2021 and 20 closed out, a net change of -11 holders.
  • The largest Independent Bank Group, Inc. buyer in Q2 2021 was Capital Research Global Investors, an estimated $48.1M added.
  • The largest Independent Bank Group, Inc. seller in Q2 2021 was FJ Capital Management, an estimated $18.6M sold.

Based on aggregated 13F filings for Q2 2021.