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IBTX

Independent Bank Group, Inc.

Delisted

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

136 hedge funds and large institutions have $1.08B invested in Independent Bank Group, Inc. in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 13

31% more capital invested

Capital invested by funds: $823M → $1.08B (+$259M)

28% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 36

20% more funds holding

Funds holding: 113136 (+23)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
136
Holders Change
+23
Holders Change %
+20.35%
% of All Funds
3.08%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
36
Increased
46
Reduced
36
Closed
13
Calls
$3.48M
Puts
Net Calls
+$3.48M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$104M +$28.4M +439,071 +40%
SPC
2
Stone Point Capital
Connecticut
$89.4M -$28.5M -440,794 -25%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$86.8M +$29.5M +455,725 +55%
BlackRock
4
BlackRock
New York
$78.5M +$5.07M +78,397 +7%
Goldman Sachs
5
Goldman Sachs
New York
$65.7M +$17.2M +265,444 +38%
Vanguard Group
6
Vanguard Group
Pennsylvania
$56.2M +$8.27M +127,913 +18%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$54M +$9.97M +154,164 +24%
AllianceBernstein
8
AllianceBernstein
Tennessee
$48M +$4.43M +68,589 +11%
FAM
9
Fred Alger Management
New York
$35.7M +$19.3M +298,612 +130%
State Street
10
State Street
Massachusetts
$35.5M +$4.96M +76,731 +17%
Macquarie Group
11
Macquarie Group
Australia
$25.7M +$24.6M +380,478 New
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$23M +$166K +2,573 +0.8%
VOYA Investment Management
13
VOYA Investment Management
Georgia
$22.2M +$3.21M +49,682 +18%
Morgan Stanley
14
Morgan Stanley
New York
$20.8M +$15.1M +233,586 +314%
CIP
15
Chartwell Investment Partners
Pennsylvania
$19.6M -$684K -10,585 -4%
MFIMFI
16
Mesirow Financial Investment Management - Fixed Income
Illinois
$17.6M -$1.86M -28,739 -10%
FIM
17
Frontier Investment Management
Texas
$16.7M
Northern Trust
18
Northern Trust
Illinois
$14.6M -$313K -4,848 -2%
CRC
19
Curi RMB Capital
Illinois
$14.1M +$6.88M +106,373 +104%
HCM
20
Hodges Capital Management
Texas
$13.3M -$5.16M -79,798 -29%
PCM
21
Peregrine Capital Management
Minnesota
$13M -$2.21M -34,111 -15%
CCM
22
Castine Capital Management
Massachusetts
$13M +$4.53M +70,133 +58%
Norges Bank
23
Norges Bank
Norway
$12M +$2.29M +35,398 +25%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$11.7M +$55K +850 +0.5%
SCA
25
Stieven Capital Advisors
Missouri
$10.8M +$10.3M +160,000 New

IBTX Hedge Fund Activity: Q4 2017 in Review

136 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2017, worth a combined $1.08B — up 31% from $823M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IBTX positions and 13 closed out — a net gain of 23 holders — while 46 added to existing stakes and 36 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $29.5M. The largest seller was Stone Point Capital, cutting an estimated $28.5M.

  • 136 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2017, up from 113 in Q3 2017.
  • Funds reported $1.08B of Independent Bank Group, Inc. stock for Q4 2017, up 31% quarter-over-quarter.
  • 36 funds opened new Independent Bank Group, Inc. positions in Q4 2017 and 13 closed out, a net change of +23 holders.
  • The largest Independent Bank Group, Inc. buyer in Q4 2017 was T. Rowe Price Associates, an estimated $29.5M added.
  • The largest Independent Bank Group, Inc. seller in Q4 2017 was Stone Point Capital, an estimated $28.5M sold.

Based on aggregated 13F filings for Q4 2017.