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IBTX

Independent Bank Group, Inc.

Delisted

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

135 hedge funds and large institutions have $1.25B invested in Independent Bank Group, Inc. in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 35 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $2.5M

57% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 35

6% more capital invested

Capital invested by funds: $1.18B → $1.25B (+$68.6M)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 136135 (-1)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
135
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
55
Reduced
35
Closed
24
Calls
$15.6M
Puts
$2.5M
Net Calls
+$13.2M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$117M -$1.07M -15,614 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$107M +$4.23M +61,969 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$102M +$21M +308,116 +25%
BlackRock
4
BlackRock
New York
$99.7M +$3.78M +55,333 +4%
Goldman Sachs
5
Goldman Sachs
New York
$74.9M +$6.71M +98,257 +10%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$68.7M -$1.37M -20,067 -2%
State Street
7
State Street
Massachusetts
$56M +$6.6M +96,714 +13%
Macquarie Group
8
Macquarie Group
Australia
$55M +$18.9M +277,098 +50%
FAM
9
Fred Alger Management
New York
$43.7M +$6.22M +91,113 +16%
AllianceBernstein
10
AllianceBernstein
Tennessee
$43.5M -$467K -6,840 -1%
MCA
11
Mendon Capital Advisors
Florida
$38.1M +$2.23M +32,700 +6%
Citadel Advisors
12
Citadel Advisors
Florida
$27.1M +$7.57M +110,863 +37%
CRC
13
Curi RMB Capital
Illinois
$26.7M +$1.73M +25,385 +7%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$24M +$2.5M +36,570 +11%
CIP
15
Chartwell Investment Partners
Pennsylvania
$19.2M -$609K -8,920 -3%
Northern Trust
16
Northern Trust
Illinois
$18.7M +$1.45M +21,247 +8%
FCM
17
FJ Capital Management
Virginia
$16.9M +$3.76M +55,000 +28%
FIM
18
Frontier Investment Management
Texas
$16.4M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$15.9M +$2.12M +31,051 +15%
SCA
20
Summit Creek Advisors
Minnesota
$14.6M +$3.7M +54,160 +33%
Norges Bank
21
Norges Bank
Norway
$14.3M
MFIMFI
22
Mesirow Financial Investment Management - Fixed Income
Illinois
$14.3M -$274K -4,015 -2%
Millennium Management
23
Millennium Management
New York
$13.9M +$12.2M +178,759 +566%
Victory Capital Management
24
Victory Capital Management
Texas
$13.2M -$325K -4,754 -2%
HCM
25
Hodges Capital Management
Texas
$12.8M -$349K -5,110 -3%

IBTX Hedge Fund Activity: Q3 2018 in Review

135 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2018, worth a combined $1.25B — up 5.8% from $1.18B a quarter earlier.

Fund positioning in IBTX was balanced in Q3 2018: 24 funds opened new positions, 24 closed out, 55 added to existing stakes and 35 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $21M. The largest seller was CIBC Private Wealth Group, cutting an estimated $38.1M.

  • 135 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2018, down from 136 in Q2 2018.
  • Funds reported $1.25B of Independent Bank Group, Inc. stock for Q3 2018, up 5.8% quarter-over-quarter.
  • 24 funds opened new Independent Bank Group, Inc. positions in Q3 2018 and 24 closed out, a net change of 0 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2018 was Dimensional Fund Advisors, an estimated $21M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2018 was CIBC Private Wealth Group, an estimated $38.1M sold.

Based on aggregated 13F filings for Q3 2018.