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IBTX

Independent Bank Group, Inc.

Delisted

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

159 hedge funds and large institutions have $1.39B invested in Independent Bank Group, Inc. in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 76 increasing their positions, 30 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 30

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

46% more capital invested

Capital invested by funds: $949M → $1.39B (+$437M)

12% more funds holding

Funds holding: 142159 (+17)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
159
Holders Change
+17
Holders Change %
+11.97%
% of All Funds
3.44%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
41
Increased
76
Reduced
30
Closed
21
Calls
$1.57M
Puts
Net Calls
+$1.57M
Net Calls Change
-$4.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$155M +$65.9M +1,224,414 +68%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$130M +$42.5M +790,717 +45%
BlackRock
3
BlackRock
New York
$123M +$41.9M +778,630 +48%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$114M +$25M +465,429 +27%
State Street
5
State Street
Massachusetts
$61.4M +$24.4M +453,832 +61%
Goldman Sachs
6
Goldman Sachs
New York
$59.2M +$5.49M +102,058 +10%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$54.2M +$7.89M +146,598 +16%
Macquarie Group
8
Macquarie Group
Australia
$51M +$4.35M +80,949 +9%
FCM
9
FJ Capital Management
Virginia
$46.6M +$27.8M +517,454 +132%
Franklin Resources
10
Franklin Resources
California
$38.5M +$40.4M +751,594 New
AllianceBernstein
11
AllianceBernstein
Tennessee
$33.5M +$2.11M +39,228 +6%
MCA
12
Mendon Capital Advisors
Florida
$30.5M +$1.58M +29,385 +5%
FAM
13
Fred Alger Management
New York
$26.8M +$2.67M +49,654 +10%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$22.2M +$1.73M +32,116 +8%
Northern Trust
15
Northern Trust
Illinois
$22.1M +$7.43M +138,096 +47%
ICOM
16
Investment Counselors of Maryland
Maryland
$20.4M +$7.77M +144,512 +57%
Citadel Advisors
17
Citadel Advisors
Florida
$18.6M -$7.36M -136,796 -27%
Norges Bank
18
Norges Bank
Norway
$17.3M +$6.5M +120,760 +56%
Millennium Management
19
Millennium Management
New York
$16.3M +$9.07M +168,561 +113%
Renaissance Technologies
20
Renaissance Technologies
New York
$15.1M +$15.8M +294,066 New
CIP
21
Chartwell Investment Partners
Pennsylvania
$14.5M -$121K -2,255 -0.8%
SCA
22
Summit Creek Advisors
Minnesota
$14.4M +$3.58M +66,618 +31%
EPCA
23
Elizabeth Park Capital Advisors
Ohio
$13.8M -$86.1K -1,600 -0.6%
CRC
24
Curi RMB Capital
Illinois
$13.3M -$1.55M -28,814 -10%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$12.7M -$6.62M -123,092 -33%

IBTX Hedge Fund Activity: Q1 2019 in Review

159 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2019, worth a combined $1.39B — up 46% from $949M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new IBTX positions and 21 closed out — a net gain of 20 holders — while 76 added to existing stakes and 30 trimmed.

The largest buyer was Vanguard Group, adding an estimated $65.9M. The largest seller was Marshall Wace, exiting entirely with an estimated $8.61M sold.

  • 159 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2019, up from 142 in Q4 2018.
  • Funds reported $1.39B of Independent Bank Group, Inc. stock for Q1 2019, up 46% quarter-over-quarter.
  • 41 funds opened new Independent Bank Group, Inc. positions in Q1 2019 and 21 closed out, a net change of +20 holders.
  • The largest Independent Bank Group, Inc. buyer in Q1 2019 was Vanguard Group, an estimated $65.9M added.
  • The largest Independent Bank Group, Inc. seller in Q1 2019 was Marshall Wace, an estimated $8.61M sold.

Based on aggregated 13F filings for Q1 2019.