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IBTX

Independent Bank Group, Inc.

Delisted

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

69 hedge funds and large institutions have $203M invested in Independent Bank Group, Inc. in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

25% more capital invested

Capital invested by funds: $163M → $203M (+$40.7M)

19% more funds holding

Funds holding: 5869 (+11)

16% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 25

Holders
69
Holders Change
+11
Holders Change %
+18.97%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
14
Increased
21
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$42.9M +$2.98M +56,362 +8%
Franklin Resources
2
Franklin Resources
California
$17.4M +$2.87M +54,280 +22%
KCM
3
KeyPoint Capital Management
Texas
$12.8M -$2.89M -54,536 -20%
HCM
4
Hodges Capital Management
Texas
$12M +$9.34M +176,459 +646%
BIT
5
BlackRock Institutional Trust
California
$10M -$815K -15,395 -8%
RA
6
Royce & Associates
New York
$9.96M -$513K -9,700 -5%
CCM
7
Castine Capital Management
Massachusetts
$8.81M
TAM
8
THB Asset Management
Connecticut
$8.47M +$1.41M +26,650 +23%
BFA
9
BlackRock Fund Advisors
California
$6.28M +$58.6K +1,107 +1%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$5.93M
Vanguard Group
11
Vanguard Group
Pennsylvania
$5.63M +$1.79M +33,738 +54%
HHC
12
Hutchin Hill Capital
New York
$5.59M +$989K +18,698 +24%
Alyeska Investment Group
13
Alyeska Investment Group
Illinois
$4.65M +$1.02M +19,205 +32%
BFC
14
Banc Funds Company
Illinois
$4.41M
CC
15
Consector Capital
New York
$4.4M
EMFAT
16
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.81M -$2.18M -41,110 -39%
TG
17
TCW Group
California
$3.78M -$3.25M -61,374 -49%
ECA
18
Endeavour Capital Advisors
Connecticut
$3.65M -$1.33M -25,073 -29%
State Street
19
State Street
Massachusetts
$3.1M +$324K +6,119 +13%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$2.93M -$260K -4,910 -9%
CCA
21
Catalyst Capital Advisors
New York
$2.76M -$59.8K -1,130 -2%
Northern Trust
22
Northern Trust
Illinois
$2.66M -$76.7K -1,450 -3%
Morgan Stanley
23
Morgan Stanley
New York
$2.05M +$217K +4,096 +13%
EI
24
EAM Investors
California
$1.58M +$1.43M +26,944 New
Millennium Management
25
Millennium Management
New York
$1.47M

IBTX Hedge Fund Activity: Q1 2014 in Review

69 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2014, worth a combined $203M — up 25% from $163M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBTX positions and 3 closed out — a net gain of 11 holders — while 21 added to existing stakes and 25 trimmed.

The largest buyer was Hodges Capital Management, adding an estimated $9.34M. The largest seller was TCW Group, cutting an estimated $3.25M.

  • 69 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2014, up from 58 in Q4 2013.
  • Funds reported $203M of Independent Bank Group, Inc. stock for Q1 2014, up 25% quarter-over-quarter.
  • 14 funds opened new Independent Bank Group, Inc. positions in Q1 2014 and 3 closed out, a net change of +11 holders.
  • The largest Independent Bank Group, Inc. buyer in Q1 2014 was Hodges Capital Management, an estimated $9.34M added.
  • The largest Independent Bank Group, Inc. seller in Q1 2014 was TCW Group, an estimated $3.25M sold.

Based on aggregated 13F filings for Q1 2014.