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IBTX

Independent Bank Group, Inc.

Delisted

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

187 hedge funds and large institutions have $1.98B invested in Independent Bank Group, Inc. in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.86B → $1.98B (+$118M)

0% more call options, than puts

Call options by funds: $12K | Put options by funds: $12K

5% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 65

10% less funds holding

Funds holding: 208187 (-21)

44% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 43

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
187
Holders Change
-21
Holders Change %
-10.1%
% of All Funds
2.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
62
Reduced
65
Closed
43
Calls
$12K
Puts
$12K
Net Calls
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
176
Bell Investment Advisors
California
$971
SS
177
SBI Securities
Japan
$607 +$619 +10 New
PA
178
Parallel Advisors
California
$485 -$557 -9 -53%
SIC
179
SJS Investment Consulting
Ohio
$425 -$124 -2 -22%
DPW
180
DiNuzzo Private Wealth
Pennsylvania
$425
T
181
Transce3nd
Texas
$425 +$433 +7 New
PFBT
182
Parkside Financial Bank & Trust
Missouri
$243
AWM
183
Abound Wealth Management
Tennessee
$243 +$248 +4 New
GFPC
184
Global Financial Private Client
Florida
$182 +$186 +3 New
CAWM
185
Capital A Wealth Management
Pennsylvania
$61 +$62 +1 New
PWM
186
Parkworth Wealth Management
California
$61 +$62 +1 New
WCMNY
187
Westchester Capital Management (New York)
New York
-$17.6M -304,444 Closed
Balyasny Asset Management
188
Balyasny Asset Management
Illinois
-$12.5M -217,214 Closed
SAM
189
Silvercrest Asset Management
New York
-$7.15M -123,972 Closed
EF
190
Empowered Funds
Pennsylvania
-$6.19M -107,275 Closed
NYLIM
191
New York Life Investment Management
New York
-$4.85M -84,196 Closed
Voloridge Investment Management
192
Voloridge Investment Management
Florida
-$3.65M -63,353 Closed
EP
193
Edgestream Partners
New Jersey
-$3.52M -61,064 Closed
AI
194
Atom Investors
Texas
-$2.56M -44,424 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
195
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$2.2M -38,142 Closed
Canada Life
196
Canada Life
Manitoba, Canada
-$2.05M -35,568 Closed
EC
197
EJF Capital
Virginia
-$2.03M -35,220 Closed
VI
198
Versor Investments
New York
-$1.65M -28,658 Closed
D.E. Shaw & Co
199
D.E. Shaw & Co
New York
-$1.17M -20,266 Closed
Janus Henderson Group
200
Janus Henderson Group
United Kingdom
-$1.15M -19,881 Closed

IBTX Hedge Fund Activity: Q4 2024 in Review

187 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2024, worth a combined $1.98B — up 6.4% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of IBTX and 24 opened new positions — a net loss of 19 holders — while 65 trimmed existing stakes and 62 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $110M. The largest seller was FJ Capital Management, cutting an estimated $42.2M.

  • 187 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2024, down from 208 in Q3 2024.
  • Funds reported $1.98B of Independent Bank Group, Inc. stock for Q4 2024, up 6.4% quarter-over-quarter.
  • 24 funds opened new Independent Bank Group, Inc. positions in Q4 2024 and 43 closed out, a net change of -19 holders.
  • The largest Independent Bank Group, Inc. buyer in Q4 2024 was Capital Research Global Investors, an estimated $110M added.
  • The largest Independent Bank Group, Inc. seller in Q4 2024 was FJ Capital Management, an estimated $42.2M sold.

Based on aggregated 13F filings for Q4 2024.