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IBTX

Independent Bank Group, Inc.

Delisted

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

197 hedge funds and large institutions have $1.53B invested in Independent Bank Group, Inc. in 2019 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

863% more call options, than puts

Call options by funds: $9.92M | Put options by funds: $1.03M

205% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 20

24% more funds holding

Funds holding: 159197 (+38)

10% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 50

3% more capital invested

Capital invested by funds: $1.48B → $1.53B (+$47.8M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
197
Holders Change
+38
Holders Change %
+23.9%
% of All Funds
3.88%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
61
Increased
55
Reduced
50
Closed
20
Calls
$9.92M
Puts
$1.03M
Net Calls
+$8.89M
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$174M -$966K -17,403 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$174M -$2.63M -47,438 -1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$161M +$1.15M +20,657 +0.7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$139M +$4.7M +84,618 +3%
Macquarie Group
5
Macquarie Group
Australia
$71.6M +$9.05M +162,916 +14%
State Street
6
State Street
Massachusetts
$61M +$4.45M +80,207 +8%
FCM
7
FJ Capital Management
Virginia
$38.9M -$18.1M -326,000 -32%
AllianceBernstein
8
AllianceBernstein
Tennessee
$37.5M -$503K -9,055 -1%
American Century Companies
9
American Century Companies
Missouri
$32.5M +$9.19M +165,550 +39%
Northern Trust
10
Northern Trust
Illinois
$32.4M +$336K +6,048 +1%
CCM
11
Channing Capital Management
Illinois
$29.5M +$29.5M +532,100 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$29.1M +$1.71M +30,876 +6%
Goldman Sachs
13
Goldman Sachs
New York
$27.8M -$30.9M -556,252 -53%
Renaissance Technologies
14
Renaissance Technologies
New York
$25.7M +$8.04M +144,900 +46%
ICOM
15
Investment Counselors of Maryland
Maryland
$22.6M +$396K +7,131 +2%
Norges Bank
16
Norges Bank
Norway
$21.1M +$523K +9,422 +3%
AA
17
AQR Arbitrage
Connecticut
$19.2M +$19.2M +346,021 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$15.6M +$3.27M +58,928 +27%
CIP
19
Chartwell Investment Partners
Pennsylvania
$14.9M +$88.8K +1,600 +0.6%
FIM
20
Frontier Investment Management
Texas
$13.7M
KCM
21
Kennedy Capital Management
Missouri
$13.2M -$531K -9,560 -4%
Charles Schwab
22
Charles Schwab
California
$12.3M +$238K +4,292 +2%
RA
23
Royce & Associates
New York
$11.8M -$1.42M -25,500 -11%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$11.4M +$9.94M +178,992 +662%
Bank of America
25
Bank of America
North Carolina
$11.4M +$1.13M +20,336 +11%

IBTX Hedge Fund Activity: Q4 2019 in Review

197 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2019, worth a combined $1.53B — up 3.2% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IBTX positions and 20 closed out — a net gain of 41 holders — while 55 added to existing stakes and 50 trimmed.

The largest buyer was Channing Capital Management, opening a new position worth an estimated $29.5M. The largest seller was VOYA Investment Management, cutting an estimated $37.5M.

  • 197 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2019, up from 159 in Q3 2019.
  • Funds reported $1.53B of Independent Bank Group, Inc. stock for Q4 2019, up 3.2% quarter-over-quarter.
  • 61 funds opened new Independent Bank Group, Inc. positions in Q4 2019 and 20 closed out, a net change of +41 holders.
  • The largest Independent Bank Group, Inc. buyer in Q4 2019 was Channing Capital Management, an estimated $29.5M added.
  • The largest Independent Bank Group, Inc. seller in Q4 2019 was VOYA Investment Management, an estimated $37.5M sold.

Based on aggregated 13F filings for Q4 2019.