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IBTX

Independent Bank Group, Inc.

Delisted

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

196 hedge funds and large institutions have $2.26B invested in Independent Bank Group, Inc. in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

17% more call options, than puts

Call options by funds: $434K | Put options by funds: $370K

5% more funds holding

Funds holding: 187196 (+9)

1% more capital invested

Capital invested by funds: $2.25B → $2.26B (+$14.5M)

17% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 71

Holders
196
Holders Change
+9
Holders Change %
+4.81%
% of All Funds
3.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
59
Reduced
71
Closed
16
Calls
$434K
Puts
$370K
Net Calls
+$64K
Net Calls Change
+$367K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
176
EverSource Wealth Advisors
Alabama
$14K
PCG
177
Private Capital Group
Connecticut
$12K -$2.13K -28 -15%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$11K -$18K -237 -61%
IA
179
IFP Advisors
Florida
$11K +$761 +10 New
FCA
180
FinTrust Capital Advisors
South Carolina
$9K -$6.39K -84 -38%
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$9K
PFBT
182
Parkside Financial Bank & Trust
Missouri
$8K
CAM
183
ClariVest Asset Management
California
$7K
TWA
184
TCI Wealth Advisors
Arizona
$7K
HR
185
Howe & Rusling
New York
$4K -$837 -11 -16%
CWP
186
Concord Wealth Partners
Virginia
$4K
Rockefeller Capital Management
187
Rockefeller Capital Management
New York
$2K -$7.61K -100 -75%
CFGS
188
Concourse Financial Group Securities
Alabama
$2K
JWA
189
JFS Wealth Advisors
Pennsylvania
$2K +$1.37K +18 +164%
GRP
190
Global Retirement Partners
California
$2K +$2.28K +30 New
GAM
191
Gemmer Asset Management
California
$1K
SC
192
Schubert & Co
Texas
$1K +$228 +3 +60%
DI
193
Disciplined Investments
Oklahoma
$1K +$685 +9 New
CI
194
Cordant Inc
Oregon
$1K +$1.45K +19 New
SCA
195
Stieven Capital Advisors
Missouri
-$16.7M -231,351 Closed
FWIA
196
Fort Washington Investment Advisors
Ohio
-$15.8M -219,056 Closed
RBA
197
Richard Bernstein Advisors
New York
-$3.81M -52,780 Closed
ECA
198
Endeavour Capital Advisors
Connecticut
-$2.41M -33,387 Closed
E
199
Ergoteles
New York
-$1.64M -22,700 Closed
Commonwealth Equity Services
200
Commonwealth Equity Services
Massachusetts
-$958K -13,279 Closed

IBTX Hedge Fund Activity: Q1 2022 in Review

196 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2022, worth a combined $2.26B — up 0.64% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IBTX positions and 16 closed out — a net gain of 10 holders — while 59 added to existing stakes and 71 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $125M. The largest seller was American Century Companies, cutting an estimated $36.3M.

  • 196 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2022, up from 187 in Q4 2021.
  • Funds reported $2.26B of Independent Bank Group, Inc. stock for Q1 2022, up 0.64% quarter-over-quarter.
  • 26 funds opened new Independent Bank Group, Inc. positions in Q1 2022 and 16 closed out, a net change of +10 holders.
  • The largest Independent Bank Group, Inc. buyer in Q1 2022 was Fidelity Investments, an estimated $125M added.
  • The largest Independent Bank Group, Inc. seller in Q1 2022 was American Century Companies, an estimated $36.3M sold.

Based on aggregated 13F filings for Q1 2022.