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IBTX

Independent Bank Group, Inc.

Delisted

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

85 hedge funds and large institutions have $220M invested in Independent Bank Group, Inc. in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

32% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 25

17% more capital invested

Capital invested by funds: $188M → $220M (+$32.5M)

6% more funds holding

Funds holding: 8085 (+5)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
85
Holders Change
+5
Holders Change %
+6.25%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
11
Increased
33
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$38.4M -$330K -8,090 -0.9%
HCM
2
Hodges Capital Management
Texas
$29.3M +$1.22M +29,939 +5%
WC
3
Weatherbie Capital
Massachusetts
$14.4M +$6.02M +147,808 +79%
TAM
4
THB Asset Management
Connecticut
$14.1M +$4.05M +99,430 +43%
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.4M +$266K +6,528 +3%
BFA
6
BlackRock Fund Advisors
California
$10.5M -$310K -7,617 -3%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$10.3M +$1.79M +43,870 +22%
CCM
8
Castine Capital Management
Massachusetts
$8.37M +$613K +15,048 +8%
HHC
9
Hutchin Hill Capital
New York
$8.29M
CP
10
Clover Partners
Texas
$7.45M -$3.5M -85,857 -33%
State Street
11
State Street
Massachusetts
$5.98M +$339K +8,322 +6%
BIT
12
BlackRock Institutional Trust
California
$4.09M -$18.6K -457 -0.5%
Northern Trust
13
Northern Trust
Illinois
$3.86M -$56.3K -1,383 -2%
ECA
14
Endeavour Capital Advisors
Connecticut
$2.75M
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$2.54M +$412K +10,107 +21%
RA
16
Royce & Associates
New York
$2.32M -$468K -11,500 -18%
Renaissance Technologies
17
Renaissance Technologies
New York
$2.25M -$738K -18,105 -26%
TCIM
18
TIAA CREF Investment Management
New York
$2.13M +$158K +3,876 +8%
EMFAT
19
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.9M +$1.81M +44,370 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.89M +$53.3K +1,308 +3%
CC
21
Consector Capital
New York
$1.84M
Geode Capital Management
22
Geode Capital Management
Massachusetts
$1.79M +$30.5K +748 +2%
RHJA
23
Rice Hall James & Associates
California
$1.67M +$1.59M +39,014 New
ERSOT
24
Employees Retirement System of Texas
Texas
$1.67M
BFC
25
Banc Funds Company
Illinois
$1.65M

IBTX Hedge Fund Activity: Q2 2015 in Review

85 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q2 2015, worth a combined $220M — up 17% from $188M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBTX positions and 6 closed out — a net gain of 5 holders — while 33 added to existing stakes and 25 trimmed.

The largest buyer was Weatherbie Capital, adding an estimated $6.02M. The largest seller was Clover Partners, cutting an estimated $3.5M.

  • 85 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q2 2015, up from 80 in Q1 2015.
  • Funds reported $220M of Independent Bank Group, Inc. stock for Q2 2015, up 17% quarter-over-quarter.
  • 11 funds opened new Independent Bank Group, Inc. positions in Q2 2015 and 6 closed out, a net change of +5 holders.
  • The largest Independent Bank Group, Inc. buyer in Q2 2015 was Weatherbie Capital, an estimated $6.02M added.
  • The largest Independent Bank Group, Inc. seller in Q2 2015 was Clover Partners, an estimated $3.5M sold.

Based on aggregated 13F filings for Q2 2015.