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IBTX

Independent Bank Group, Inc.

Delisted

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

195 hedge funds and large institutions have $1.89B invested in Independent Bank Group, Inc. in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 8

44% more capital invested

Capital invested by funds: $1.31B → $1.89B (+$575M)

26% more funds holding

Funds holding: 155195 (+40)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

14% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 64

Holders
195
Holders Change
+40
Holders Change %
+25.81%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
48
Increased
55
Reduced
64
Closed
8
Calls
$7.67M
Puts
Net Calls
+$7.67M
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$25K +$22.1K +400 New
AWA
177
Arkadios Wealth Advisors
Georgia
$18K
VCM
178
Versant Capital Management
Arizona
$18K
PAM
179
Panagora Asset Management
Massachusetts
$17K -$111K -2,001 -88%
SWA
180
Sutton Wealth Advisors
Florida
$16.2K
FCA
181
FinTrust Capital Advisors
South Carolina
$14K +$443 +8 +4%
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$8K +$7.2K +130 New
PFBT
183
Parkside Financial Bank & Trust
Missouri
$6K +$5.64K +102 New
HR
184
Howe & Rusling
New York
$5K -$1.05K -19 -18%
OSAM
185
O'Shaughnessy Asset Management
Connecticut
$4K +$553 +10 +16%
PCG
186
Private Capital Group
Connecticut
$3K -$8.3K -150 -79%
AIG
187
American International Group
New York
$1.56K -$33.6K -607 -2%
GAM
188
Gemmer Asset Management
California
$1K
PFO
189
Pathstone Family Office
New Jersey
$1K
TWA
190
TCI Wealth Advisors
Arizona
$1K
Federated Hermes
191
Federated Hermes
Pennsylvania
$1K +$111 +2 New
RPWA
192
Regent Peak Wealth Advisors
Georgia
$1K +$609 +11 New
RWA
193
Ropes Wealth Advisors
Massachusetts
$1K +$609 +11 New
CFGS
194
Concourse Financial Group Securities
Alabama
$1K +$1.16K +21 New
Walleye Capital
195
Walleye Capital
New York
$680 +$602K +10,873 New
Creative Planning
196
Creative Planning
Kansas
-$726K -16,442 Closed
LCM
197
Laurion Capital Management
New York
-$619K -14,000 Closed
OR
198
Olympiad Research
Connecticut
-$400K -9,055 Closed
Squarepoint
199
Squarepoint
New York
-$337K -7,636 Closed
GT
200
Glenmede Trust
Pennsylvania
-$29K -685 Closed

IBTX Hedge Fund Activity: Q4 2020 in Review

195 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2020, worth a combined $1.89B — up 44% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IBTX positions and 8 closed out — a net gain of 40 holders — while 55 added to existing stakes and 64 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $25.1M. The largest seller was FJ Capital Management, cutting an estimated $30.8M.

  • 195 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2020, up from 155 in Q3 2020.
  • Funds reported $1.89B of Independent Bank Group, Inc. stock for Q4 2020, up 44% quarter-over-quarter.
  • 48 funds opened new Independent Bank Group, Inc. positions in Q4 2020 and 8 closed out, a net change of +40 holders.
  • The largest Independent Bank Group, Inc. buyer in Q4 2020 was Capital Research Global Investors, an estimated $25.1M added.
  • The largest Independent Bank Group, Inc. seller in Q4 2020 was FJ Capital Management, an estimated $30.8M sold.

Based on aggregated 13F filings for Q4 2020.