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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 $1.98B invested in Independent Bank Group, Inc. in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.86B → $1.98B (+$118M)

0% more call options, than puts

Call options by funds: $12K | Put options by funds: $12K

5% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 65

10% less funds holding

Funds holding: 208187 (-21)

44% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 43

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
187
Holders Change
-21
Holders Change %
-10.1%
% of All Funds
2.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
62
Reduced
65
Closed
43
Calls
$12K
Puts
$12K
Net Calls
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
151
Nomura Asset Management
Japan
$32.8K
Ohio Public Employees Retirement System (OPERS)
152
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.4K -$2.17K -35 -6%
MPWT
153
MassMutual Private Wealth & Trust
Connecticut
$31.9K -$186 -3 -0.6%
VCM
154
Versant Capital Management
Arizona
$31.1K +$2.42K +39 +8%
GI
155
GAMMA Investing
California
$30.2K +$2.29K +37 +8%
CIAM
156
Caitong International Asset Management
Hong Kong
$17.5K +$17.8K +288 New
FFA
157
Farther Finance Advisors
California
$12.9K -$929 -15 -7%
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$12.9K
IA
159
IFP Advisors
Florida
$12.6K -$433 -7 -4%
HNB
160
Huntington National Bank
Ohio
$12.4K +$1.11K +18 +10%
HCA
161
Harbor Capital Advisors
Illinois
$11K -$186 -3 -2%
EWA
162
EverSource Wealth Advisors
Alabama
$9.59K -$7.92K -128 -45%
RTL
163
Red Tortoise LLC
Georgia
$9.4K
FFO
164
Fortitude Family Office
Arizona
$6.43K
UB
165
UMB Bank
Missouri
$4.61K
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$3.46K +$3.53K +57 New
HCP
167
Hexagon Capital Partners
Arkansas
$2.61K +$2.66K +43 New
RIL
168
Rothschild Investment LLC
Illinois
$2.43K +$619 +10 +33%
PWMG
169
Private Wealth Management Group
New Jersey
$2.37K
HWM
170
Hemington Wealth Management
Virginia
$2K +$1.24K +20 +95%
JWA
171
JFS Wealth Advisors
Pennsylvania
$1.88K +$371 +6 +24%
LC
172
Lindbrook Capital
California
$1.58K
FMII
173
Farmers & Merchants Investments Inc
Nebraska
$1.52K
AAP
174
Arax Advisory Partners
Colorado
$1.09K +$1.11K +18 New
CAL
175
Capital Advisors Ltd
Ohio
$1K

IBTX Hedge Fund Activity: Q4 2024 in Review

187 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2024, worth a combined $1.98B — up 6.4% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of IBTX and 24 opened new positions — a net loss of 19 holders — while 65 trimmed existing stakes and 62 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $110M. The largest seller was FJ Capital Management, cutting an estimated $42.2M.

  • 187 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2024, down from 208 in Q3 2024.
  • Funds reported $1.98B of Independent Bank Group, Inc. stock for Q4 2024, up 6.4% quarter-over-quarter.
  • 24 funds opened new Independent Bank Group, Inc. positions in Q4 2024 and 43 closed out, a net change of -19 holders.
  • The largest Independent Bank Group, Inc. buyer in Q4 2024 was Capital Research Global Investors, an estimated $110M added.
  • The largest Independent Bank Group, Inc. seller in Q4 2024 was FJ Capital Management, an estimated $42.2M sold.

Based on aggregated 13F filings for Q4 2024.