We are live on ! Find out more
IBTX

Independent Bank Group, Inc.

Delisted

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

136 hedge funds and large institutions have $1.18B invested in Independent Bank Group, Inc. in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

624% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $1.86M

88% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 34

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

5% more funds holding

Funds holding: 130136 (+6)

1% less capital invested

Capital invested by funds: $1.19B → $1.18B (-$6.63M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
136
Holders Change
+6
Holders Change %
+4.62%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
21
Increased
64
Reduced
34
Closed
14
Calls
$13.5M
Puts
$1.86M
Net Calls
+$11.6M
Net Calls Change
+$8.59M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$119M +$8.68M +118,925 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$104M +$31.7M +434,768 +39%
BlackRock
3
BlackRock
New York
$96.7M +$14.2M +194,995 +16%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$82.3M +$18M +246,205 +25%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$70.6M -$32.7M -447,640 -30%
Goldman Sachs
6
Goldman Sachs
New York
$68.9M +$3.69M +50,568 +5%
State Street
7
State Street
Massachusetts
$50M +$9.44M +129,382 +21%
AllianceBernstein
8
AllianceBernstein
Tennessee
$44.3M +$735K +10,070 +2%
CIBC Private Wealth Group
9
CIBC Private Wealth Group
Georgia
$39.1M +$5.6M +76,787 +15%
FAM
10
Fred Alger Management
New York
$37.9M +$1.02M +14,025 +3%
Macquarie Group
11
Macquarie Group
Australia
$36.9M +$3.3M +45,278 +9%
MCA
12
Mendon Capital Advisors
Florida
$36.2M +$326K +4,471 +0.8%
CRC
13
Curi RMB Capital
Illinois
$25.2M -$4.43M -60,669 -14%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$21.8M -$640K -8,771 -3%
CIP
15
Chartwell Investment Partners
Pennsylvania
$19.9M -$937K -12,845 -4%
Citadel Advisors
16
Citadel Advisors
Florida
$19.9M +$4.61M +63,131 +27%
Northern Trust
17
Northern Trust
Illinois
$17.4M +$1.65M +22,604 +10%
FIM
18
Frontier Investment Management
Texas
$16.5M
MFIMFI
19
Mesirow Financial Investment Management - Fixed Income
Illinois
$14.7M +$277K +3,790 +2%
Norges Bank
20
Norges Bank
Norway
$14.4M -$4.47M -61,323 -22%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$13.9M +$2.42M +33,224 +19%
Victory Capital Management
22
Victory Capital Management
Texas
$13.6M +$2.09M +28,689 +16%
FCM
23
FJ Capital Management
Virginia
$13.3M +$4.77M +65,400 +49%
HCM
24
Hodges Capital Management
Texas
$13.2M +$325K +4,455 +2%
SCA
25
Stieven Capital Advisors
Missouri
$11.3M +$73K +1,000 +0.6%

IBTX Hedge Fund Activity: Q2 2018 in Review

136 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q2 2018, worth a combined $1.18B — down 0.56% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IBTX positions and 14 closed out — a net gain of 7 holders — while 64 added to existing stakes and 34 trimmed.

The largest buyer was Vanguard Group, adding an estimated $31.7M. The largest seller was Wellington Management Group, cutting an estimated $32.7M.

  • 136 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q2 2018, up from 130 in Q1 2018.
  • Funds reported $1.18B of Independent Bank Group, Inc. stock for Q2 2018, down 0.56% quarter-over-quarter.
  • 21 funds opened new Independent Bank Group, Inc. positions in Q2 2018 and 14 closed out, a net change of +7 holders.
  • The largest Independent Bank Group, Inc. buyer in Q2 2018 was Vanguard Group, an estimated $31.7M added.
  • The largest Independent Bank Group, Inc. seller in Q2 2018 was Wellington Management Group, an estimated $32.7M sold.

Based on aggregated 13F filings for Q2 2018.