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IBTX

Independent Bank Group, Inc.

Delisted

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

113 hedge funds and large institutions have $823M invested in Independent Bank Group, Inc. in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more call options, than puts

Call options by funds: $3.07M | Put options by funds: $898K

85% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 27

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more capital invested

Capital invested by funds: $770M → $823M (+$52.7M)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

3% less funds holding

Funds holding: 117113 (-4)

Holders
113
Holders Change
-4
Holders Change %
-3.42%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
14
Increased
50
Reduced
27
Closed
14
Calls
$3.07M
Puts
$898K
Net Calls
+$2.17M
Net Calls Change
+$3.13M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1
Stone Point Capital
Connecticut
$106M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$66.4M +$11.6M +199,596 +22%
BlackRock
3
BlackRock
New York
$65.3M +$3.2M +54,949 +5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$49.9M +$52.4K +900 +0.1%
Goldman Sachs
5
Goldman Sachs
New York
$42.6M +$10.5M +180,535 +34%
Vanguard Group
6
Vanguard Group
Pennsylvania
$42.4M +$5.07M +87,195 +14%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$38.9M +$7.01M +120,480 +23%
AllianceBernstein
8
AllianceBernstein
Tennessee
$38.7M +$5.81M +99,918 +18%
State Street
9
State Street
Massachusetts
$27M -$38.6K -664 -0.1%
CCCPI
10
Castle Creek Capital Partners IV
California
$20.7M
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$20.4M +$19.7M +338,054 New
CIP
12
Chartwell Investment Partners
Pennsylvania
$18.1M +$5.73M +98,477 +49%
MFIMFI
13
Mesirow Financial Investment Management - Fixed Income
Illinois
$17.4M +$332K +5,710 +2%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$16.8M +$15.8M +271,385 +3,641%
HCM
15
Hodges Capital Management
Texas
$16.7M -$2.43M -41,815 -13%
HP
16
Harbourvest Partners
Massachusetts
$15.3M -$29.1M -499,545 -66%
FIM
17
Frontier Investment Management
Texas
$14.9M +$1.1M +18,832 +8%
FAM
18
Fred Alger Management
New York
$13.8M -$5.5M -94,617 -29%
PCM
19
Peregrine Capital Management
Minnesota
$13.7M +$263K +4,527 +2%
Northern Trust
20
Northern Trust
Illinois
$13.3M +$623K +10,706 +5%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$10.4M +$2.72M +46,706 +37%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$9.91M +$4.77M +81,990 +100%
Principal Financial Group
23
Principal Financial Group
Iowa
$9.6M -$20.1K -346 -0.2%
SCA
24
Summit Creek Advisors
Minnesota
$9.59M +$2.62M +45,019 +40%
Norges Bank
25
Norges Bank
Norway
$8.54M +$7.26M +124,859 +746%

IBTX Hedge Fund Activity: Q3 2017 in Review

113 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2017, worth a combined $823M — up 6.8% from $770M a quarter earlier.

Fund positioning in IBTX was balanced in Q3 2017: 14 funds opened new positions, 14 closed out, 50 added to existing stakes and 27 trimmed.

The largest buyer was CIBC Private Wealth Group, opening a new position worth an estimated $19.7M. The largest seller was Harbourvest Partners, cutting an estimated $29.1M.

  • 113 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2017, down from 117 in Q2 2017.
  • Funds reported $823M of Independent Bank Group, Inc. stock for Q3 2017, up 6.8% quarter-over-quarter.
  • 14 funds opened new Independent Bank Group, Inc. positions in Q3 2017 and 14 closed out, a net change of 0 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2017 was CIBC Private Wealth Group, an estimated $19.7M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2017 was Harbourvest Partners, an estimated $29.1M sold.

Based on aggregated 13F filings for Q3 2017.