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IBTX

Independent Bank Group, Inc.

Delisted

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

178 hedge funds and large institutions have $2.2B invested in Independent Bank Group, Inc. in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $2.18M | Put options by funds: $1.32M

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1% more funds holding

Funds holding: 177178 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $2.3B → $2.2B (-$102M)

15% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 65

Holders
178
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
55
Reduced
65
Closed
17
Calls
$2.18M
Puts
$1.32M
Net Calls
+$859K
Net Calls Change
+$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
176
Next Financial Group
Texas
$1K
QCG
177
Quadrant Capital Group
Ohio
$1K +$557 +8 New
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$103
Citadel Advisors
179
Citadel Advisors
Florida
-$7.15M -102,664 Closed
California Public Employees Retirement System
180
California Public Employees Retirement System
California
-$1.37M -18,575 Closed
LSV Asset Management
181
LSV Asset Management
Illinois
-$747K -10,100 Closed
BP
182
BBR Partners
New York
-$684K -9,244 Closed
AQR Capital Management
183
AQR Capital Management
Connecticut
-$594K -8,029 Closed
Squarepoint
184
Squarepoint
New York
-$497K -6,723 Closed
VRS
185
Virginia Retirement Systems
Virginia
-$436K -5,900 Closed
BAM
186
Blueshift Asset Management
New Jersey
-$237K -3,210 Closed
CAI
187
Capital Advisors Inc
Oklahoma
-$230K -3,110 Closed
PDM
188
Penn Davis McFarland
Texas
-$207K -2,800 Closed
CIBC Private Wealth Group
189
CIBC Private Wealth Group
Georgia
-$200K -2,707 Closed
UFF
190
USA Financial Formulas
Michigan
-$101K -1,365 Closed
TSW
191
Thompson Siegel & Walmsley
Virginia
-$24K -325 Closed
QT
192
Quantbot Technologies
New York
-$13K -177 Closed
Robeco Institutional Asset Management
193
Robeco Institutional Asset Management
Netherlands
-$12K -165 Closed
HI
194
Harbour Investments
Wisconsin
-$1K -13 Closed
MAM
195
Meeder Asset Management
Ohio
-$1K -8 Closed

IBTX Hedge Fund Activity: Q3 2021 in Review

178 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2021, worth a combined $2.2B — down 4.4% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IBTX positions and 17 closed out — a net gain of 3 holders — while 55 added to existing stakes and 65 trimmed.

The largest buyer was Fort Washington Investment Advisors, opening a new position worth an estimated $11.9M. The largest seller was Fidelity Investments, cutting an estimated $11.4M.

  • 178 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2021, up from 177 in Q2 2021.
  • Funds reported $2.2B of Independent Bank Group, Inc. stock for Q3 2021, down 4.4% quarter-over-quarter.
  • 20 funds opened new Independent Bank Group, Inc. positions in Q3 2021 and 17 closed out, a net change of +3 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2021 was Fort Washington Investment Advisors, an estimated $11.9M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2021 was Fidelity Investments, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2021.