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IBTX

Independent Bank Group, Inc.

Delisted

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

58 hedge funds and large institutions have $163M invested in Independent Bank Group, Inc. in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

49% more capital invested

Capital invested by funds: $109M → $163M (+$53.4M)

12% more funds holding

Funds holding: 5258 (+6)

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
23
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$33.5M +$6.12M +148,015 +28%
KCM
2
KeyPoint Capital Management
Texas
$13.6M +$11.3M +273,035 New
Franklin Resources
3
Franklin Resources
California
$12M +$1.42M +34,373 +17%
BIT
4
BlackRock Institutional Trust
California
$9.24M +$1.82M +44,096 +31%
RA
5
Royce & Associates
New York
$8.9M +$649K +15,700 +10%
CCM
6
Castine Capital Management
Massachusetts
$7.45M
TG
7
TCW Group
California
$6.24M -$2.08M -50,260 -29%
TAM
8
THB Asset Management
Connecticut
$5.84M +$318K +7,700 +7%
EMFAT
9
Emerald Mutual Fund Advisers Trust
Pennsylvania
$5.29M +$2.19M +53,000 +100%
BFA
10
BlackRock Fund Advisors
California
$5.26M -$241K -5,827 -5%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$5.02M
ECA
12
Endeavour Capital Advisors
Connecticut
$4.33M -$532K -12,876 -13%
HHC
13
Hutchin Hill Capital
New York
$3.79M +$16.6K +402 +0.5%
BFC
14
Banc Funds Company
Illinois
$3.73M
CC
15
Consector Capital
New York
$3.72M +$3.09M +74,849 New
Vanguard Group
16
Vanguard Group
Pennsylvania
$3.08M +$204K +4,943 +9%
Alyeska Investment Group
17
Alyeska Investment Group
Illinois
$2.98M
Fidelity Investments
18
Fidelity Investments
Massachusetts
$2.72M
PI
19
Putnam Investments
Massachusetts
$2.55M -$1.05M -25,300 -33%
CCA
20
Catalyst Capital Advisors
New York
$2.39M +$1.7M +41,130 +588%
State Street
21
State Street
Massachusetts
$2.32M +$299K +7,244 +18%
Northern Trust
22
Northern Trust
Illinois
$2.32M +$87.7K +2,122 +5%
Morgan Stanley
23
Morgan Stanley
New York
$1.53M +$542K +13,107 +74%
HCM
24
Hodges Capital Management
Texas
$1.36M +$1.13M +27,321 New
Deutsche Bank
25
Deutsche Bank
Germany
$1.34M -$92.3K -2,234 -8%

IBTX Hedge Fund Activity: Q4 2013 in Review

58 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2013, worth a combined $163M — up 49% from $109M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBTX positions and 7 closed out — a net gain of 6 holders — while 23 added to existing stakes and 13 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $6.12M. The largest seller was Wellington Management Group, exiting entirely with an estimated $12.9M sold.

  • 58 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2013, up from 52 in Q3 2013.
  • Funds reported $163M of Independent Bank Group, Inc. stock for Q4 2013, up 49% quarter-over-quarter.
  • 13 funds opened new Independent Bank Group, Inc. positions in Q4 2013 and 7 closed out, a net change of +6 holders.
  • The largest Independent Bank Group, Inc. buyer in Q4 2013 was Goldman Sachs, an estimated $6.12M added.
  • The largest Independent Bank Group, Inc. seller in Q4 2013 was Wellington Management Group, an estimated $12.9M sold.

Based on aggregated 13F filings for Q4 2013.