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IBTX

Independent Bank Group, Inc.

Delisted

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

200 hedge funds and large institutions have $1.94B invested in Independent Bank Group, Inc. in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 53 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

23% more call options, than puts

Call options by funds: $399K | Put options by funds: $325K

6% more funds holding

Funds holding: 189200 (+11)

10% less capital invested

Capital invested by funds: $2.14B → $1.94B (-$204M)

33% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 79

Holders
200
Holders Change
+11
Holders Change %
+5.82%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
53
Reduced
79
Closed
19
Calls
$399K
Puts
$325K
Net Calls
+$74K
Net Calls Change
+$168K
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
176
Nomura Asset Management
Japan
$12.3K
IA
177
IFP Advisors
Florida
$11K
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$11K +$5.38K +78 +82%
FCA
179
FinTrust Capital Advisors
South Carolina
$9K
TWA
180
TCI Wealth Advisors
Arizona
$8K +$207 +3 +2%
QCG
181
Quadrant Capital Group
Ohio
$8K +$9.39K +136 New
PFBT
182
Parkside Financial Bank & Trust
Missouri
$7K -$552 -8 -7%
CIM
183
Contravisory Investment Management
Massachusetts
$4K
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$3K -$4.62K -67 -60%
HR
185
Howe & Rusling
New York
$3K
GRP
186
Global Retirement Partners
California
$3K +$759 +11 +35%
JWA
187
JFS Wealth Advisors
Pennsylvania
$2K -$414 -6 -13%
DI
188
Disciplined Investments
Oklahoma
$1K -$138 -2 -18%
CFGS
189
Concourse Financial Group Securities
Alabama
$1K
SC
190
Schubert & Co
Texas
$1K +$138 +2 +11%
PA
191
Parallel Advisors
California
$1K +$690 +10 New
FMII
192
Farmers & Merchants Investments Inc
Nebraska
$1K +$1.66K +24 New
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$223 -$7.94K -115 -3%
Aviva
194
Aviva
United Kingdom
-$2.12M -31,266 Closed
Two Sigma Investments
195
Two Sigma Investments
New York
-$1.27M -18,765 Closed
Voloridge Investment Management
196
Voloridge Investment Management
Florida
-$1.04M -15,394 Closed
MSRPS
197
Maryland State Retirement & Pension System
Maryland
-$1M -14,732 Closed
LA
198
Legacy Advisors
Pennsylvania
-$545K -8,025 Closed
JG
199
Jefferies Group
New York
-$423K -6,235 Closed
AACP
200
Advantage Alpha Capital Partners
California
-$352K -5,187 Closed

IBTX Hedge Fund Activity: Q3 2022 in Review

200 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2022, worth a combined $1.94B — down 9.5% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IBTX positions and 19 closed out — a net gain of 14 holders — while 53 added to existing stakes and 79 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $8.91M. The largest seller was T. Rowe Price Associates, cutting an estimated $93.6M.

  • 200 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2022, up from 189 in Q2 2022.
  • Funds reported $1.94B of Independent Bank Group, Inc. stock for Q3 2022, down 9.5% quarter-over-quarter.
  • 33 funds opened new Independent Bank Group, Inc. positions in Q3 2022 and 19 closed out, a net change of +14 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2022 was Goldman Sachs, an estimated $8.91M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2022 was T. Rowe Price Associates, an estimated $93.6M sold.

Based on aggregated 13F filings for Q3 2022.