Independent Bank Group, Inc.
IBTX
IBTX was delisted on the 31st of December, 2024.
195 hedge funds and large institutions have $1.66B invested in Independent Bank Group, Inc. in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 71 reducing their positions, and 14 closing their positions.
539% more call options, than puts
Call options by funds: $2.47M | Put options by funds: $387K
93% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 14
33% more capital invested
Capital invested by funds: $1.25B → $1.66B (+$412M)
6% more funds holding
Funds holding: 184 → 195 (+11)
10% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$31M |
| 2 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$22.2M |
| 3 |
Millennium Management
New York
|
+$18.9M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$15.3M |
| 5 |
HCM
Hodges Capital Management
Dallas,
Texas
|
+$9.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$46.2M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$12.2M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$10.8M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$7.58M |
| 5 |
FDS
First Dallas Securities
Dallas,
Texas
|
-$4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Marshall Wace
London,
United Kingdom
| – | -$1.24M | -31,453 | Closed |
|
202
SG Americas Securities
New York
| – | -$918K | -23,217 | Closed |
|
|
XT
203
XTX Topco
George Town,
Cayman Islands
| – | -$364K | -9,198 | Closed |
|
204
Capstone Investment Advisors
New York
| – | -$359K | -9,088 | Closed |
|
|
EGM
205
Engineers Gate Manager
New York
| – | -$281K | -7,104 | Closed |
|
|
EI
206
Ethic Inc
New York
| – | -$226K | -5,720 | Closed |
|
|
CSS
207
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$218K | -5,523 | Closed |
|
|
PI
208
PEAK6 Investments
Chicago,
Illinois
| – | -$159K | -4,030 | Closed |
|
209
Point72 Asset Management
Stamford,
Connecticut
| – | -$28.8K | -729 | Closed |
|
IBTX Hedge Fund Activity: Q4 2023 in Review
195 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2023, worth a combined $1.66B — up 33% from $1.25B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IBTX positions and 14 closed out — a net gain of 13 holders — while 64 added to existing stakes and 71 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $31M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $46.2M sold.
- 195 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2023, up from 184 in Q3 2023.
- Funds reported $1.66B of Independent Bank Group, Inc. stock for Q4 2023, up 33% quarter-over-quarter.
- 27 funds opened new Independent Bank Group, Inc. positions in Q4 2023 and 14 closed out, a net change of +13 holders.
- The largest Independent Bank Group, Inc. buyer in Q4 2023 was Morgan Stanley, an estimated $31M added.
- The largest Independent Bank Group, Inc. seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $46.2M sold.
Based on aggregated 13F filings for Q4 2023.