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IBTX

Independent Bank Group, Inc.

Delisted

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

197 hedge funds and large institutions have $1.53B invested in Independent Bank Group, Inc. in 2019 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

863% more call options, than puts

Call options by funds: $9.92M | Put options by funds: $1.03M

205% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 20

24% more funds holding

Funds holding: 159197 (+38)

10% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 50

3% more capital invested

Capital invested by funds: $1.48B → $1.53B (+$47.8M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
197
Holders Change
+38
Holders Change %
+23.9%
% of All Funds
3.88%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
61
Increased
55
Reduced
50
Closed
20
Calls
$9.92M
Puts
$1.03M
Net Calls
+$8.89M
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
176
Valeo Financial Advisors
Indiana
$54K
CWP
177
CFM Wealth Partners
Texas
$54K +$55.5K +1,000 New
GT
178
Glenmede Trust
Pennsylvania
$53K
NIT
179
NumerixS Investment Technologies
British Columbia, Canada
$50K +$50K +900 New
AIM
180
Aigen Investment Management
New York
$44K +$44K +792 New
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$43K
Toronto Dominion Bank
182
Toronto Dominion Bank
Ontario, Canada
$32K +$6.88K +124 +28%
AWA
183
Arkadios Wealth Advisors
Georgia
$16.5K +$16.5K +298 New
PAM
184
Panagora Asset Management
Massachusetts
$15K -$3M -54,093 -100%
CAM
185
ClariVest Asset Management
California
$13K
PHK
186
Point72 Hong Kong
Hong Kong
$13K +$12.7K +229 New
OSAM
187
O'Shaughnessy Asset Management
Connecticut
$13K +$13.1K +236 New
LC
188
Lindbrook Capital
California
$8K +$4.66K +84 +122%
FCA
189
FinTrust Capital Advisors
South Carolina
$7K
ASN
190
Advisory Services Network
Georgia
$4K +$3.55K +64 New
BCI
191
Brinker Capital Investments
Pennsylvania
$4K +$3.66K +66 New
OPS
192
Orion Portfolio Solutions
Nebraska
$4K +$4.05K +73 New
CFGS
193
Concourse Financial Group Securities
Alabama
$3K
S
194
SignatureFD
Georgia
$3K +$3.05K +55 New
IA
195
IFP Advisors
Florida
$2K
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$2K
Wellington Management Group
197
Wellington Management Group
Massachusetts
-$19.7M -375,005 Closed
Franklin Resources
198
Franklin Resources
California
-$14.8M -281,603 Closed
FHC
199
Forest Hill Capital
Arkansas
-$8.65M -164,496 Closed
Mercer Global Advisors
200
Mercer Global Advisors
Colorado
-$1.01M -19,175 Closed

IBTX Hedge Fund Activity: Q4 2019 in Review

197 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2019, worth a combined $1.53B — up 3.2% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IBTX positions and 20 closed out — a net gain of 41 holders — while 55 added to existing stakes and 50 trimmed.

The largest buyer was Channing Capital Management, opening a new position worth an estimated $29.5M. The largest seller was VOYA Investment Management, cutting an estimated $37.5M.

  • 197 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2019, up from 159 in Q3 2019.
  • Funds reported $1.53B of Independent Bank Group, Inc. stock for Q4 2019, up 3.2% quarter-over-quarter.
  • 61 funds opened new Independent Bank Group, Inc. positions in Q4 2019 and 20 closed out, a net change of +41 holders.
  • The largest Independent Bank Group, Inc. buyer in Q4 2019 was Channing Capital Management, an estimated $29.5M added.
  • The largest Independent Bank Group, Inc. seller in Q4 2019 was VOYA Investment Management, an estimated $37.5M sold.

Based on aggregated 13F filings for Q4 2019.