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IBTX

Independent Bank Group, Inc.

Delisted

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

208 hedge funds and large institutions have $1.86B invested in Independent Bank Group, Inc. in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

29% more capital invested

Capital invested by funds: $1.44B → $1.86B (+$422M)

7% more funds holding

Funds holding: 194208 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 73

20% less call options, than puts

Call options by funds: $375K | Put options by funds: $466K

Holders
208
Holders Change
+14
Holders Change %
+7.22%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
59
Reduced
73
Closed
18
Calls
$375K
Puts
$466K
Net Calls
-$91K
Net Calls Change
-$592K
Name Holding Trade Value Shares
Change
Change in
Stake
CL
151
Choreo LLC
Illinois
$256K +$250K +4,579 New
Stifel Financial
152
Stifel Financial
Missouri
$256K -$16.1K -295 -6%
PA
153
Profund Advisors
Maryland
$240K +$228K +4,165 New
Cerity Partners
154
Cerity Partners
New York
$238K +$225K +4,120 New
HW
155
Hancock Whitney
Mississippi
$222K +$210K +3,847 New
CL
156
CSS LLC
Illinois
$219K +$208K +3,801 New
AG
157
Algert Global
California
$216K +$205K +3,745 New
AIP
158
Ameritas Investment Partners
Nebraska
$207K
VPIM
159
Vanguard Personalized Indexing Management
California
$207K +$196K +3,592 New
CIBC Asset Management
160
CIBC Asset Management
Ontario, Canada
$204K +$194K +3,546 New
EMFAT
161
Emerald Mutual Fund Advisers Trust
Pennsylvania
$164K
ANBT
162
American National Bank & Trust
Texas
$144K
CFM
163
Catalyst Funds Management
Australia
$104K +$98.3K +1,800 New
KBC Group
164
KBC Group
Belgium
$83K
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$75K -$4.15K -76 -6%
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$74.1K
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$44.6K -$11.7K -215 -22%
S
168
SignatureFD
Georgia
$40.6K
BTI
169
Blue Trust Inc
Georgia
$39.7K +$44.8K +820 +1,577%
VWM
170
Venturi Wealth Management
Texas
$38.2K
QCG
171
Quadrant Capital Group
Ohio
$35.2K -$1.8K -33 -5%
Ohio Public Employees Retirement System (OPERS)
172
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.8K -$874 -16 -3%
Nomura Asset Management
173
Nomura Asset Management
Japan
$31.1K
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
$30.5K
VCM
175
Versant Capital Management
Arizona
$27.3K +$1.26K +23 +5%

IBTX Hedge Fund Activity: Q3 2024 in Review

208 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2024, worth a combined $1.86B — up 29% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IBTX positions and 18 closed out — a net gain of 15 holders — while 59 added to existing stakes and 73 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $43.9M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $12M sold.

  • 208 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2024, up from 194 in Q2 2024.
  • Funds reported $1.86B of Independent Bank Group, Inc. stock for Q3 2024, up 29% quarter-over-quarter.
  • 33 funds opened new Independent Bank Group, Inc. positions in Q3 2024 and 18 closed out, a net change of +15 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2024 was Capital International Investors, an estimated $43.9M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2024 was Adage Capital Partners, an estimated $12M sold.

Based on aggregated 13F filings for Q3 2024.