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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
CAL
201
Capital Advisors Ltd
Ohio
$1K +$93 +2 +10%
PA
202
Parallel Advisors
California
$776
BIA
203
Bell Investment Advisors
California
$731
AWM
204
Abound Wealth Management
Tennessee
$411
FFO
205
Fortitude Family Office
Arizona
$411
SIC
206
SJS Investment Consulting
Ohio
$411 +$47 +1 +13%
DPW
207
DiNuzzo Private Wealth
Pennsylvania
$274 -$47 -1 -14%
RIL
208
Rothschild Investment LLC
Illinois
$228 +$233 +5 New
ECM
209
Everence Capital Management
Indiana
$216
PFBT
210
Parkside Financial Bank & Trust
Missouri
$183
TFM
211
TFC Financial Management
Massachusetts
$46 +$47 +1 New
WMSA
212
Weiss Multi-Strategy Advisers
New York
-$2.2M -43,152 Closed
Franklin Resources
213
Franklin Resources
California
-$1.22M -24,016 Closed
SO
214
STRS Ohio
Ohio
-$691K -13,600 Closed
Walleye Capital
215
Walleye Capital
New York
-$598K -11,747 Closed
Pictet Asset Management
216
Pictet Asset Management
Switzerland
-$219K -4,304 Closed
IA
217
Inspire Advisors
Idaho
-$213K -4,190 Closed
GRP
218
Global Retirement Partners
California
-$19.8K -400 Closed
BTI
219
Blue Trust Inc
Georgia
-$1K -34 Closed
C
220
Covestor
United Kingdom
+$140 +3 New

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.