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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 $2.25B invested in Independent Bank Group, Inc. in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

5% more funds holding

Funds holding: 178187 (+9)

2% more capital invested

Capital invested by funds: $2.2B → $2.25B (+$51.7M)

5% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 65

26% less call options, than puts

Call options by funds: $873K | Put options by funds: $1.18M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
187
Holders Change
+9
Holders Change %
+5.06%
% of All Funds
2.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
62
Reduced
65
Closed
12
Calls
$873K
Puts
$1.18M
Net Calls
-$303K
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
V
151
Veritable
Delaware
$218K
PMA
152
Prudent Man Advisors
Illinois
$217K +$217K +3,006 New
AIP
153
Ameritas Investment Partners
Nebraska
$213K
PDM
154
Penn Davis McFarland
Texas
$202K +$202K +2,800 New
PAMS
155
Pictet Asset Management (Switzerland)
Switzerland
$202K +$202K +2,800 New
IFAM
156
Institutional & Family Asset Management
Colorado
$201K
MWM
157
Modera Wealth Management
New Jersey
$200K +$200K +2,769 New
ANBT
158
American National Bank & Trust
Texas
$180K
CC
159
Corsicana & Co
Texas
$144K
PHK
160
Point72 Hong Kong
Hong Kong
$115K +$94.5K +1,307 +457%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$112K +$13K +180 +13%
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$110K
TRCT
163
Tower Research Capital (TRC)
New York
$66K -$112K -1,551 -63%
Simplex Trading
164
Simplex Trading
Illinois
$54K -$87.9K -1,216 -62%
HIA
165
Harbor Investment Advisory
Maryland
$51K
Ohio Public Employees Retirement System (OPERS)
166
Ohio Public Employees Retirement System (OPERS)
Ohio
$51K +$15.3K +211 +43%
SWA
167
Sutton Wealth Advisors
Florida
$30K +$11.4K +157 +61%
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$28K +$27.9K +386 New
VCM
169
Versant Capital Management
Arizona
$27K -$362 -5 -1%
Manulife (Manufacturers Life Insurance)
170
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.9K -$96.2K -1,330 -0.5%
FCA
171
FinTrust Capital Advisors
South Carolina
$16K
PCG
172
Private Capital Group
Connecticut
$14K
EWA
173
EverSource Wealth Advisors
Alabama
$14K +$14.3K +198 New
QT
174
Quantbot Technologies
New York
$14K +$14.6K +202 New
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$9K +$1.81K +25 +26%

IBTX Hedge Fund Activity: Q4 2021 in Review

187 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2021, worth a combined $2.25B — up 2.4% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBTX positions and 12 closed out — a net gain of 11 holders — while 62 added to existing stakes and 65 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $36.2M. The largest seller was Millennium Management, cutting an estimated $14.8M.

  • 187 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2021, up from 178 in Q3 2021.
  • Funds reported $2.25B of Independent Bank Group, Inc. stock for Q4 2021, up 2.4% quarter-over-quarter.
  • 23 funds opened new Independent Bank Group, Inc. positions in Q4 2021 and 12 closed out, a net change of +11 holders.
  • The largest Independent Bank Group, Inc. buyer in Q4 2021 was Fidelity Investments, an estimated $36.2M added.
  • The largest Independent Bank Group, Inc. seller in Q4 2021 was Millennium Management, an estimated $14.8M sold.

Based on aggregated 13F filings for Q4 2021.