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IBTX

Independent Bank Group, Inc.

Delisted

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

122 hedge funds and large institutions have $592M invested in Independent Bank Group, Inc. in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

79% more call options, than puts

Call options by funds: $2.69M | Put options by funds: $1.5M

18% more capital invested

Capital invested by funds: $502M → $592M (+$89.7M)

4% more funds holding

Funds holding: 117122 (+5)

0% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 42

Holders
122
Holders Change
+5
Holders Change %
+4.27%
% of All Funds
3.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
42
Reduced
42
Closed
11
Calls
$2.69M
Puts
$1.5M
Net Calls
+$1.18M
Net Calls Change
-$844K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$69.8M +$118K +1,871 +0.2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$50.3M +$2.25M +35,700 +5%
BlackRock
3
BlackRock
New York
$50.1M +$48.9M +776,300 +30,289%
Vanguard Group
4
Vanguard Group
Pennsylvania
$33.6M +$4.57M +72,484 +16%
AllianceBernstein
5
AllianceBernstein
Tennessee
$30.8M +$658K +10,453 +2%
Goldman Sachs
6
Goldman Sachs
New York
$29.8M +$1.11M +17,550 +4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$27.7M +$5.53M +87,826 +26%
GA
8
Geneva Advisors
Illinois
$23.2M -$23.7K -377 -0.1%
State Street
9
State Street
Massachusetts
$22.2M +$3.57M +56,677 +20%
FAM
10
Fred Alger Management
New York
$20.6M +$20.1M +319,612 New
HCM
11
Hodges Capital Management
Texas
$19.1M -$884K -14,026 -5%
MFIMFI
12
Mesirow Financial Investment Management - Fixed Income
Illinois
$18M +$17.3M +274,253 +4,431%
CIP
13
Chartwell Investment Partners
Pennsylvania
$13.6M +$13.3M +210,943 New
PCM
14
Peregrine Capital Management
Minnesota
$13.2M -$200K -3,177 -1%
NCGI
15
Next Century Growth Investors
Minnesota
$9.83M +$9.63M +152,911 New
Principal Financial Group
16
Principal Financial Group
Iowa
$9.83M +$5.89M +93,513 +158%
Northern Trust
17
Northern Trust
Illinois
$8.88M +$617K +9,791 +8%
CRC
18
Curi RMB Capital
Illinois
$6.4M +$5.15M +81,705 +457%
CCM
19
Castine Capital Management
Massachusetts
$6.22M -$519K -8,233 -8%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$6.11M +$455K +7,219 +8%
CAM
21
Cortina Asset Management
Wisconsin
$6.09M +$1.59M +25,203 +36%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$6.04M -$66K -1,048 -1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$5.34M +$376K +5,974 +8%
FIM
24
Frontier Investment Management
Texas
$5M
First Trust Advisors
25
First Trust Advisors
Illinois
$4.78M +$1.3M +20,627 +38%

IBTX Hedge Fund Activity: Q1 2017 in Review

122 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2017, worth a combined $592M — up 18% from $502M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IBTX positions and 11 closed out — a net gain of 13 holders — while 42 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock, adding an estimated $48.9M. The largest seller was JP Morgan Chase, cutting an estimated $2.86M.

  • 122 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2017, up from 117 in Q4 2016.
  • Funds reported $592M of Independent Bank Group, Inc. stock for Q1 2017, up 18% quarter-over-quarter.
  • 24 funds opened new Independent Bank Group, Inc. positions in Q1 2017 and 11 closed out, a net change of +13 holders.
  • The largest Independent Bank Group, Inc. buyer in Q1 2017 was BlackRock, an estimated $48.9M added.
  • The largest Independent Bank Group, Inc. seller in Q1 2017 was JP Morgan Chase, an estimated $2.86M sold.

Based on aggregated 13F filings for Q1 2017.