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IBTX

Independent Bank Group, Inc.

Delisted

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

188 hedge funds and large institutions have $2.22B invested in Independent Bank Group, Inc. in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 72 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.89B → $2.22B (+$329M)

4% less funds holding

Funds holding: 195188 (-7)

14% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 72

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
188
Holders Change
-7
Holders Change %
-3.59%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
22
Increased
62
Reduced
72
Closed
27
Calls
$1.12M
Puts
Net Calls
+$1.12M
Net Calls Change
-$6.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
176
Ohio Public Employees Retirement System (OPERS)
Ohio
$9K +$8.91K +127 New
PFBT
177
Parkside Financial Bank & Trust
Missouri
$7K
HR
178
Howe & Rusling
New York
$5K -$1.19K -17 -20%
OSAM
179
O'Shaughnessy Asset Management
Connecticut
$5K
TWA
180
TCI Wealth Advisors
Arizona
$5K +$4.63K +66 +825%
GAM
181
Gemmer Asset Management
California
$2K
CFGS
182
Concourse Financial Group Securities
Alabama
$2K +$351 +5 +24%
AIG
183
American International Group
New York
$1.78K -$19.8K -282 -1%
HI
184
Harbour Investments
Wisconsin
$1K +$912 +13 New
NFG
185
Next Financial Group
Texas
$1K +$982 +14 New
FPS
186
Fieldpoint Private Securities
Connecticut
$1K +$1.05K +15 New
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$105
GLA
188
Great Lakes Advisors
Illinois
-$6.64M -106,278 Closed
PI
189
PEAK6 Investments
Illinois
-$4.37M -69,867 Closed
EC
190
EJF Capital
Virginia
-$2.35M -37,658 Closed
Arrowstreet Capital
191
Arrowstreet Capital
Massachusetts
-$1.15M -18,312 Closed
Tudor Investment Corp
192
Tudor Investment Corp
Connecticut
-$903K -14,448 Closed
MSA
193
Mason Street Advisors
Wisconsin
-$857K -13,708 Closed
Walleye Capital
194
Walleye Capital
New York
-$680 -10,873 Closed
ETC
195
Exchange Traded Concepts
Oklahoma
-$476K -7,613 Closed
EGM
196
Engineers Gate Manager
New York
-$399K -6,381 Closed
AC
197
Athanor Capital
New York
-$367K -5,878 Closed
BAM
198
Blueshift Asset Management
New Jersey
-$357K -5,710 Closed
HSBC Holdings
199
HSBC Holdings
United Kingdom
-$305K -4,876 Closed
CCIA
200
Campbell & Co Investment Adviser
Maryland
-$294K -4,700 Closed

IBTX Hedge Fund Activity: Q1 2021 in Review

188 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2021, worth a combined $2.22B — up 17% from $1.89B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of IBTX and 22 opened new positions — a net loss of 5 holders — while 72 trimmed existing stakes and 62 added.

The largest buyer was Capital Research Global Investors, adding an estimated $60.4M. The largest seller was FJ Capital Management, cutting an estimated $40M.

  • 188 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2021, down from 195 in Q4 2020.
  • Funds reported $2.22B of Independent Bank Group, Inc. stock for Q1 2021, up 17% quarter-over-quarter.
  • 22 funds opened new Independent Bank Group, Inc. positions in Q1 2021 and 27 closed out, a net change of -5 holders.
  • The largest Independent Bank Group, Inc. buyer in Q1 2021 was Capital Research Global Investors, an estimated $60.4M added.
  • The largest Independent Bank Group, Inc. seller in Q1 2021 was FJ Capital Management, an estimated $40M sold.

Based on aggregated 13F filings for Q1 2021.