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IBTX

Independent Bank Group, Inc.

Delisted

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

178 hedge funds and large institutions have $2.2B invested in Independent Bank Group, Inc. in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $2.18M | Put options by funds: $1.32M

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1% more funds holding

Funds holding: 177178 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $2.3B → $2.2B (-$102M)

15% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 65

Holders
178
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
55
Reduced
65
Closed
17
Calls
$2.18M
Puts
$1.32M
Net Calls
+$859K
Net Calls Change
+$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
M
151
MOTCO
Texas
$101K +$99.2K +1,425 New
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$98K +$418 +6 +0.4%
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$65K +$1.18K +17 +2%
HIA
154
Harbor Investment Advisory
Maryland
$50K
AWA
155
Arkadios Wealth Advisors
Georgia
$41K +$19.7K +283 +95%
Toronto Dominion Bank
156
Toronto Dominion Bank
Ontario, Canada
$37K -$8.29K -119 -19%
Ohio Public Employees Retirement System (OPERS)
157
Ohio Public Employees Retirement System (OPERS)
Ohio
$35K +$13.9K +200 +69%
SAI
158
Systematic Alpha Investments
New Jersey
$33K
VCM
159
Versant Capital Management
Arizona
$27K -$766 -11 -3%
PHK
160
Point72 Hong Kong
Hong Kong
$20K +$19.9K +286 New
SWA
161
Sutton Wealth Advisors
Florida
$18.4K -$9.54K -137 -35%
FCA
162
FinTrust Capital Advisors
South Carolina
$16K
PCG
163
Private Capital Group
Connecticut
$14K
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$12K +$1.88K +27 +18%
PFBT
165
Parkside Financial Bank & Trust
Missouri
$8K -$279 -4 -4%
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$7K +$418 +6 +7%
BCA
167
Berman Capital Advisors
Georgia
$7K +$6.89K +99 New
TWA
168
TCI Wealth Advisors
Arizona
$6K -$1.39K -20 -19%
HR
169
Howe & Rusling
New York
$5K
CFA
170
Cahill Financial Advisors
Minnesota
$3K +$2.51K +36 New
CFGS
171
Concourse Financial Group Securities
Alabama
$2K
GAM
172
Gemmer Asset Management
California
$2K
CWP
173
Concord Wealth Partners
Virginia
$2K +$1.88K +27 New
Fidelity Investments
174
Fidelity Investments
Massachusetts
$1K -$11.4M -163,210 -100%
FPS
175
Fieldpoint Private Securities
Connecticut
$1K

IBTX Hedge Fund Activity: Q3 2021 in Review

178 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2021, worth a combined $2.2B — down 4.4% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IBTX positions and 17 closed out — a net gain of 3 holders — while 55 added to existing stakes and 65 trimmed.

The largest buyer was Fort Washington Investment Advisors, opening a new position worth an estimated $11.9M. The largest seller was Fidelity Investments, cutting an estimated $11.4M.

  • 178 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2021, up from 177 in Q2 2021.
  • Funds reported $2.2B of Independent Bank Group, Inc. stock for Q3 2021, down 4.4% quarter-over-quarter.
  • 20 funds opened new Independent Bank Group, Inc. positions in Q3 2021 and 17 closed out, a net change of +3 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2021 was Fort Washington Investment Advisors, an estimated $11.9M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2021 was Fidelity Investments, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2021.