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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 $2.25B invested in Independent Bank Group, Inc. in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

5% more funds holding

Funds holding: 178187 (+9)

2% more capital invested

Capital invested by funds: $2.2B → $2.25B (+$51.7M)

5% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 65

26% less call options, than puts

Call options by funds: $873K | Put options by funds: $1.18M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
187
Holders Change
+9
Holders Change %
+5.06%
% of All Funds
2.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
62
Reduced
65
Closed
12
Calls
$873K
Puts
$1.18M
Net Calls
-$303K
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$9K +$9.62K +133 New
PFBT
177
Parkside Financial Bank & Trust
Missouri
$8K +$217 +3 +3%
CAM
178
ClariVest Asset Management
California
$7K -$1.23M -17,033 -99%
TWA
179
TCI Wealth Advisors
Arizona
$7K +$723 +10 +11%
HR
180
Howe & Rusling
New York
$5K
CWP
181
Concord Wealth Partners
Virginia
$4K +$2.02K +28 +104%
CFGS
182
Concourse Financial Group Securities
Alabama
$2K -$289 -4 -15%
GAM
183
Gemmer Asset Management
California
$2K
NFG
184
Next Financial Group
Texas
$1K
JWA
185
JFS Wealth Advisors
Pennsylvania
$1K +$795 +11 New
AG
186
Algert Global
California
-$1.31M -18,517 Closed
DA
187
Duality Advisers
Florida
-$993K -13,977 Closed
ACM
188
AlphaCrest Capital Management
New York
-$822K -11,566 Closed
Qube Research & Technologies (QRT)
189
Qube Research & Technologies (QRT)
United Kingdom
-$559K -7,867 Closed
ECM
190
ExodusPoint Capital Management
New York
-$518K -7,287 Closed
Jane Street
191
Jane Street
New York
-$348K -4,899 Closed
M
192
MOTCO
Texas
-$101K -1,425 Closed
AWA
193
Arkadios Wealth Advisors
Georgia
-$41K -581 Closed
SAI
194
Systematic Alpha Investments
New Jersey
-$33K -457 Closed
OSAM
195
O'Shaughnessy Asset Management
Connecticut
-$12K -174 Closed
CFA
196
Cahill Financial Advisors
Minnesota
-$3K -36 Closed
FPS
197
Fieldpoint Private Securities
Connecticut
-$723 -10 -67%
QCG
198
Quadrant Capital Group
Ohio
-$1K -8 Closed
SC
199
Schubert & Co
Texas
+$362 +5 New

IBTX Hedge Fund Activity: Q4 2021 in Review

187 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2021, worth a combined $2.25B — up 2.4% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBTX positions and 12 closed out — a net gain of 11 holders — while 62 added to existing stakes and 65 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $36.2M. The largest seller was Millennium Management, cutting an estimated $14.8M.

  • 187 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2021, up from 178 in Q3 2021.
  • Funds reported $2.25B of Independent Bank Group, Inc. stock for Q4 2021, up 2.4% quarter-over-quarter.
  • 23 funds opened new Independent Bank Group, Inc. positions in Q4 2021 and 12 closed out, a net change of +11 holders.
  • The largest Independent Bank Group, Inc. buyer in Q4 2021 was Fidelity Investments, an estimated $36.2M added.
  • The largest Independent Bank Group, Inc. seller in Q4 2021 was Millennium Management, an estimated $14.8M sold.

Based on aggregated 13F filings for Q4 2021.