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IBTX

Independent Bank Group, Inc.

Delisted

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

212 hedge funds and large institutions have $1.49B invested in Independent Bank Group, Inc. in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 72 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

339% more call options, than puts

Call options by funds: $1M | Put options by funds: $228K

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

9% more funds holding

Funds holding: 195212 (+17)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 72

11% less capital invested

Capital invested by funds: $1.66B → $1.49B (-$175M)

Holders
212
Holders Change
+17
Holders Change %
+8.72%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
71
Reduced
72
Closed
8
Calls
$1M
Puts
$228K
Net Calls
+$772K
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
176
Tower Research Capital (TRC)
New York
$41.4K -$707K -15,150 -94%
SPIA
177
Steward Partners Investment Advisory
New York
$38.6K
S
178
SignatureFD
Georgia
$33.6K +$1.12K +24 +3%
Simplex Trading
179
Simplex Trading
Illinois
$31K +$22.8K +489 +233%
HT
180
Headlands Technologies
Illinois
$30.4K +$31K +665 New
VWM
181
Venturi Wealth Management
Texas
$30.3K
Ohio Public Employees Retirement System (OPERS)
182
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.9K +$2.24K +48 +9%
GI
183
GAMMA Investing
California
$24.5K -$20K -429 -44%
MPWT
184
MassMutual Private Wealth & Trust
Connecticut
$24.1K
VCM
185
Versant Capital Management
Arizona
$19.4K -$1.4K -30 -7%
EWA
186
EverSource Wealth Advisors
Alabama
$9.72K +$373 +8 +3%
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$9.68K
Nomura Asset Management
188
Nomura Asset Management
Japan
$9.13K
HNB
189
Huntington National Bank
Ohio
$8.17K
FFA
190
Farther Finance Advisors
California
$8.05K -$3.27K -70 -28%
RTL
191
Red Tortoise LLC
Georgia
$7.08K
SAM
192
Smartleaf Asset Management
Massachusetts
$5.45K +$5.55K +119 New
Mitsubishi UFJ Asset Management
193
Mitsubishi UFJ Asset Management
Japan
$4.2K
PWMG
194
Private Wealth Management Group
New Jersey
$1.78K
AF
195
Allworth Financial
California
$1.46K
LC
196
Lindbrook Capital
California
$1.19K
UB
197
UMB Bank
Missouri
$1.19K +$1.21K +26 New
FMII
198
Farmers & Merchants Investments Inc
Nebraska
$1.14K -$93 -2 -7%
JWA
199
JFS Wealth Advisors
Pennsylvania
$1.1K +$373 +8 +50%
FCA
200
FinTrust Capital Advisors
South Carolina
$1.05K

IBTX Hedge Fund Activity: Q1 2024 in Review

212 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2024, worth a combined $1.49B — down 11% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBTX positions and 8 closed out — a net gain of 17 holders — while 71 added to existing stakes and 72 trimmed.

The largest buyer was Macquarie Group, adding an estimated $17.5M. The largest seller was Morgan Stanley, cutting an estimated $35.7M.

  • 212 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2024, up from 195 in Q4 2023.
  • Funds reported $1.49B of Independent Bank Group, Inc. stock for Q1 2024, down 11% quarter-over-quarter.
  • 25 funds opened new Independent Bank Group, Inc. positions in Q1 2024 and 8 closed out, a net change of +17 holders.
  • The largest Independent Bank Group, Inc. buyer in Q1 2024 was Macquarie Group, an estimated $17.5M added.
  • The largest Independent Bank Group, Inc. seller in Q1 2024 was Morgan Stanley, an estimated $35.7M sold.

Based on aggregated 13F filings for Q1 2024.