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IBTX

Independent Bank Group, Inc.

Delisted

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

184 hedge funds and large institutions have $1.25B invested in Independent Bank Group, Inc. in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $993K | Put options by funds: $384K

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

16% more capital invested

Capital invested by funds: $1.08B → $1.25B (+$173M)

3% more funds holding

Funds holding: 178184 (+6)

4% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 68

Holders
184
Holders Change
+6
Holders Change %
+3.37%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
65
Reduced
68
Closed
15
Calls
$993K
Puts
$384K
Net Calls
+$609K
Net Calls Change
+$419K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Allworth Financial
California
$1.27K +$1.31K +32 New
FMII
177
Farmers & Merchants Investments Inc
Nebraska
$1.07K
CAL
178
Capital Advisors Ltd
Ohio
$1K
SFG
179
Steward Financial Group
Texas
$1K +$1.35K +33 New
FCA
180
FinTrust Capital Advisors
South Carolina
$910 -$245 -6 -21%
LC
181
Lindbrook Capital
California
$554 -$1.14K -28 -67%
SIC
182
SJS Investment Consulting
Ohio
$436 +$122 +3 +38%
AWM
183
Abound Wealth Management
Tennessee
$356
FFA
184
Farther Finance Advisors
California
$277
Capital Research Global Investors
185
Capital Research Global Investors
California
-$4.57M -132,402 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
186
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$2.84M -82,200 Closed
N
187
Numerai
California
-$1.19M -34,496 Closed
CIC
188
Cornercap Investment Counsel
Georgia
-$774K -22,406 Closed
KTA
189
Keeley-Teton Advisors
Illinois
-$428K -12,388 Closed
CANY
190
Caxton Associates (New York)
New York
-$400K -11,598 Closed
QC
191
Quadrature Capital
United Kingdom
-$326K -9,458 Closed
SFI
192
Susquehanna Fundamental Investments
Pennsylvania
-$247K -7,145 Closed
PMEF
193
Point72 Middle East FZE
United Arab Emirates
-$202K -5,855 Closed
Simplex Trading
194
Simplex Trading
Illinois
-$44K -1,301 Closed
HIA
195
Harbor Investment Advisory
Maryland
-$24.3K -704 Closed
QL
196
Quarry LP
New York
-$4.7K -136 Closed
BTI
197
Blue Trust Inc
Georgia
-$1K -19 Closed
CFGS
198
Concourse Financial Group Securities
Alabama
-$775 -19 Closed
DI
199
Disciplined Investments
Oklahoma
-$242 -7 Closed

IBTX Hedge Fund Activity: Q3 2023 in Review

184 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2023, worth a combined $1.25B — up 16% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBTX positions and 15 closed out — a net gain of 7 holders — while 65 added to existing stakes and 68 trimmed.

The largest buyer was Holocene Advisors, adding an estimated $18.7M. The largest seller was American Century Companies, cutting an estimated $25.3M.

  • 184 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2023, up from 178 in Q2 2023.
  • Funds reported $1.25B of Independent Bank Group, Inc. stock for Q3 2023, up 16% quarter-over-quarter.
  • 22 funds opened new Independent Bank Group, Inc. positions in Q3 2023 and 15 closed out, a net change of +7 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2023 was Holocene Advisors, an estimated $18.7M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2023 was American Century Companies, an estimated $25.3M sold.

Based on aggregated 13F filings for Q3 2023.