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IBTX

Independent Bank Group, Inc.

Delisted

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

212 hedge funds and large institutions have $1.49B invested in Independent Bank Group, Inc. in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 72 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

339% more call options, than puts

Call options by funds: $1M | Put options by funds: $228K

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

9% more funds holding

Funds holding: 195212 (+17)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 72

11% less capital invested

Capital invested by funds: $1.66B → $1.49B (-$175M)

Holders
212
Holders Change
+17
Holders Change %
+8.72%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
71
Reduced
72
Closed
8
Calls
$1M
Puts
$228K
Net Calls
+$772K
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
DFCM
151
Dark Forest Capital Management
Puerto Rico
$231K +$236K +5,067 New
WC
152
Weil Company
California
$226K
CIC
153
Cornercap Investment Counsel
Georgia
$224K +$229K +4,904 New
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$217K +$6.53K +140 +3%
TRIA
155
Trail Ridge Investment Advisors
Colorado
$210K
RVPG
156
Relative Value Partners Group
$206K +$140 +3 +0.1%
SG Americas Securities
157
SG Americas Securities
New York
$203K +$207K +4,445 New
Stifel Financial
158
Stifel Financial
Missouri
$200K
AIP
159
Ameritas Investment Partners
Nebraska
$164K
PAS
160
Point72 Asia (Singapore)
Singapore
$130K +$133K +2,853 New
EMFAT
161
Emerald Mutual Fund Advisers Trust
Pennsylvania
$130K -$658K -14,105 -83%
QT
162
Quantbot Technologies
New York
$130K +$132K +2,837 New
IFAM
163
Institutional & Family Asset Management
Colorado
$118K
AF
164
Advisornet Financial
Minnesota
$115K -$12.6K -270 -10%
ANBT
165
American National Bank & Trust
Texas
$114K
NC
166
nVerses Capital
Florida
$100K +$103K +2,200 New
ACM
167
Aquatic Capital Management
Illinois
$91.3K -$42K -900 -31%
MLICM
168
Metropolitan Life Insurance Company (MetLife)
New York
$87.5K -$7.97K -171 -8%
CIBC Private Wealth Group
169
CIBC Private Wealth Group
Georgia
$86K +$91.2K +1,955 New
PD
170
Point72 (DIFC)
United Arab Emirates
$76.5K +$78.2K +1,676 New
NS
171
NBC Securities
Alabama
$76K +$12.8K +275 +20%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$64K -$4.15K -89 -6%
QCG
173
Quadrant Capital Group
Ohio
$56.8K -$700 -15 -1%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$44.4K -$233 -5 -0.5%
KBC Group
175
KBC Group
Belgium
$42K -$18K -386 -30%

IBTX Hedge Fund Activity: Q1 2024 in Review

212 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2024, worth a combined $1.49B — down 11% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBTX positions and 8 closed out — a net gain of 17 holders — while 71 added to existing stakes and 72 trimmed.

The largest buyer was Macquarie Group, adding an estimated $17.5M. The largest seller was Morgan Stanley, cutting an estimated $35.7M.

  • 212 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2024, up from 195 in Q4 2023.
  • Funds reported $1.49B of Independent Bank Group, Inc. stock for Q1 2024, down 11% quarter-over-quarter.
  • 25 funds opened new Independent Bank Group, Inc. positions in Q1 2024 and 8 closed out, a net change of +17 holders.
  • The largest Independent Bank Group, Inc. buyer in Q1 2024 was Macquarie Group, an estimated $17.5M added.
  • The largest Independent Bank Group, Inc. seller in Q1 2024 was Morgan Stanley, an estimated $35.7M sold.

Based on aggregated 13F filings for Q1 2024.