We are live on ! Find out more
IBTX

Independent Bank Group, Inc.

Delisted

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

208 hedge funds and large institutions have $1.86B invested in Independent Bank Group, Inc. in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

29% more capital invested

Capital invested by funds: $1.44B → $1.86B (+$422M)

7% more funds holding

Funds holding: 194208 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 73

20% less call options, than puts

Call options by funds: $375K | Put options by funds: $466K

Holders
208
Holders Change
+14
Holders Change %
+7.22%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
59
Reduced
73
Closed
18
Calls
$375K
Puts
$466K
Net Calls
-$91K
Net Calls Change
-$592K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
176
GAMMA Investing
California
$26.5K +$1.8K +33 +8%
SAM
177
Smartleaf Asset Management
Massachusetts
$23.5K +$2.51K +46 +12%
HT
178
Headlands Technologies
Illinois
$22.8K +$21.6K +396 New
Parallax Volatility Advisers
179
Parallax Volatility Advisers
California
$19.3K +$16.6K +304 +1,013%
EWA
180
EverSource Wealth Advisors
Alabama
$16.5K
FFA
181
Farther Finance Advisors
California
$13.1K +$109 +2 +0.9%
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$12.2K
IA
183
IFP Advisors
Florida
$11.5K +$10.9K +200 New
HNB
184
Huntington National Bank
Ohio
$10.7K
HCA
185
Harbor Capital Advisors
Illinois
$10K +$9.94K +182 New
RTL
186
Red Tortoise LLC
Georgia
$8.94K
SCM
187
Sterling Capital Management
North Carolina
$7.21K +$6.83K +125 New
FFO
188
Fortitude Family Office
Arizona
$6.11K
Mitsubishi UFJ Asset Management
189
Mitsubishi UFJ Asset Management
Japan
$5.3K
UB
190
UMB Bank
Missouri
$4.38K +$1.8K +33 +77%
PWMG
191
Private Wealth Management Group
New Jersey
$2.25K
AF
192
Allworth Financial
California
$1.85K
RIL
193
Rothschild Investment LLC
Illinois
$1.73K +$1.37K +25 +500%
LC
194
Lindbrook Capital
California
$1.5K
FMII
195
Farmers & Merchants Investments Inc
Nebraska
$1.44K
JWA
196
JFS Wealth Advisors
Pennsylvania
$1.44K +$55 +1 +4%
CAL
197
Capital Advisors Ltd
Ohio
$1K
HWM
198
Hemington Wealth Management
Virginia
$1K +$1.15K +21 New
PA
199
Parallel Advisors
California
$980
BIA
200
Bell Investment Advisors
California
$923

IBTX Hedge Fund Activity: Q3 2024 in Review

208 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2024, worth a combined $1.86B — up 29% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IBTX positions and 18 closed out — a net gain of 15 holders — while 59 added to existing stakes and 73 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $43.9M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $12M sold.

  • 208 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2024, up from 194 in Q2 2024.
  • Funds reported $1.86B of Independent Bank Group, Inc. stock for Q3 2024, up 29% quarter-over-quarter.
  • 33 funds opened new Independent Bank Group, Inc. positions in Q3 2024 and 18 closed out, a net change of +15 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2024 was Capital International Investors, an estimated $43.9M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2024 was Adage Capital Partners, an estimated $12M sold.

Based on aggregated 13F filings for Q3 2024.