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IBTX

Independent Bank Group, Inc.

Delisted

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

52 hedge funds and large institutions have $109M invested in Independent Bank Group, Inc. in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

15% more capital invested

Capital invested by funds: $95.3M → $109M (+$13.9M)

5% less funds holding

Funds holding: 5552 (-3)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
52
Holders Change
-3
Holders Change %
-5.45%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
21
Reduced
11
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$18.9M +$1.68M +49,460 +10%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$12.9M +$852K +25,134 +8%
Franklin Resources
3
Franklin Resources
California
$7.48M +$3.15M +92,964 +81%
TG
4
TCW Group
California
$6.33M -$2.34M -68,896 -28%
RA
5
Royce & Associates
New York
$5.89M +$593K +17,500 +12%
CCM
6
Castine Capital Management
Massachusetts
$5.4M
BIT
7
BlackRock Institutional Trust
California
$5.11M +$2.64M +77,744 +121%
BFA
8
BlackRock Fund Advisors
California
$4.02M +$377K +11,126 +11%
TAM
9
THB Asset Management
Connecticut
$3.96M +$1.63M +48,100 +78%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$3.64M
ECA
11
Endeavour Capital Advisors
Connecticut
$3.6M
PI
12
Putnam Investments
Massachusetts
$2.76M -$6.78K -200 -0.3%
HHC
13
Hutchin Hill Capital
New York
$2.74M +$236K +6,972 +10%
BFC
14
Banc Funds Company
Illinois
$2.7M
Alyeska Investment Group
15
Alyeska Investment Group
Illinois
$2.16M +$37.3K +1,100 +2%
Vanguard Group
16
Vanguard Group
Pennsylvania
$2.06M -$237 -7 -0%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$1.97M -$1.18M -34,893 -39%
HAMF
18
Hatteras Alternative Mutual Funds
North Carolina
$1.92M +$728K +21,480 +68%
EMFAT
19
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.91M
Northern Trust
20
Northern Trust
Illinois
$1.6M +$1.11M +32,839 +281%
State Street
21
State Street
Massachusetts
$1.42M +$1.09M +32,103 +440%
Invesco
22
Invesco
Georgia
$1.39M
Deutsche Bank
23
Deutsche Bank
Germany
$1.05M +$92.6K +2,732 +10%
Millennium Management
24
Millennium Management
New York
$900K +$10.2K +300 +1%
NFA
25
Nationwide Fund Advisors
Ohio
$776K -$47.9K -1,411 -6%

IBTX Hedge Fund Activity: Q3 2013 in Review

52 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2013, worth a combined $109M — up 15% from $95.3M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IBTX and 8 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 21 added.

The largest buyer was Franklin Resources, adding an estimated $3.15M. The largest seller was UBS O'Connor, exiting entirely with an estimated $5.9M sold.

  • 52 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2013, down from 55 in Q2 2013.
  • Funds reported $109M of Independent Bank Group, Inc. stock for Q3 2013, up 15% quarter-over-quarter.
  • 8 funds opened new Independent Bank Group, Inc. positions in Q3 2013 and 11 closed out, a net change of -3 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2013 was Franklin Resources, an estimated $3.15M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2013 was UBS O'Connor, an estimated $5.9M sold.

Based on aggregated 13F filings for Q3 2013.