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IBTX

Independent Bank Group, Inc.

Delisted

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

184 hedge funds and large institutions have $1.25B invested in Independent Bank Group, Inc. in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $993K | Put options by funds: $384K

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

16% more capital invested

Capital invested by funds: $1.08B → $1.25B (+$173M)

3% more funds holding

Funds holding: 178184 (+6)

4% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 68

Holders
184
Holders Change
+6
Holders Change %
+3.37%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
65
Reduced
68
Closed
15
Calls
$993K
Puts
$384K
Net Calls
+$609K
Net Calls Change
+$419K
Name Holding Trade Value Shares
Change
Change in
Stake
ANBT
151
American National Bank & Trust
Texas
$98.9K
MLICM
152
Metropolitan Life Insurance Company (MetLife)
New York
$82.5K +$4.08K +100 +5%
QCG
153
Quadrant Capital Group
Ohio
$61.7K +$10.3K +253 +19%
S
154
SignatureFD
Georgia
$59.8K +$20.5K +503 +50%
TRCT
155
Tower Research Capital (TRC)
New York
$58.6K -$167K -4,101 -73%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$58K +$3.43K +84 +6%
NS
157
NBC Securities
Alabama
$55K +$57.1K +1,399 New
KBC Group
158
KBC Group
Belgium
$52K -$60.2K -1,476 -53%
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$38.7K -$122 -3 -0.3%
SPIA
160
Steward Partners Investment Advisory
New York
$33.5K
Point72 Asset Management
161
Point72 Asset Management
Connecticut
$28.8K +$10K +245 +51%
VWM
162
Venturi Wealth Management
Texas
$26.2K
VCM
163
Versant Capital Management
Arizona
$24.6K +$15.3K +376 +153%
MPWT
164
MassMutual Private Wealth & Trust
Connecticut
$21.6K +$1.88K +46 +9%
Ohio Public Employees Retirement System (OPERS)
165
Ohio Public Employees Retirement System (OPERS)
Ohio
$19K +$2.65K +65 +16%
PFBT
166
Parkside Financial Bank & Trust
Missouri
$8.43K -$612 -15 -7%
Nomura Asset Management
167
Nomura Asset Management
Japan
$7.91K
EWA
168
EverSource Wealth Advisors
Alabama
$7.59K +$1.35K +33 +21%
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$7.32K
HNB
170
Huntington National Bank
Ohio
$7.08K
RTL
171
Red Tortoise LLC
Georgia
$6.13K
PA
172
Parallel Advisors
California
$4.79K +$408 +10 +9%
Mitsubishi UFJ Asset Management
173
Mitsubishi UFJ Asset Management
Japan
$3.64K +$3.75K +92 New
BIA
174
Bell Investment Advisors
California
$1.9K -$857 -21 -30%
JWA
175
JFS Wealth Advisors
Pennsylvania
$1.27K +$531 +13 +68%

IBTX Hedge Fund Activity: Q3 2023 in Review

184 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2023, worth a combined $1.25B — up 16% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBTX positions and 15 closed out — a net gain of 7 holders — while 65 added to existing stakes and 68 trimmed.

The largest buyer was Holocene Advisors, adding an estimated $18.7M. The largest seller was American Century Companies, cutting an estimated $25.3M.

  • 184 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2023, up from 178 in Q2 2023.
  • Funds reported $1.25B of Independent Bank Group, Inc. stock for Q3 2023, up 16% quarter-over-quarter.
  • 22 funds opened new Independent Bank Group, Inc. positions in Q3 2023 and 15 closed out, a net change of +7 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2023 was Holocene Advisors, an estimated $18.7M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2023 was American Century Companies, an estimated $25.3M sold.

Based on aggregated 13F filings for Q3 2023.