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IBTX

Independent Bank Group, Inc.

Delisted

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

155 hedge funds and large institutions have $1.3B invested in Independent Bank Group, Inc. in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

432% more call options, than puts

Call options by funds: $2.16M | Put options by funds: $405K

128% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 29

80% more capital invested

Capital invested by funds: $722M → $1.3B (+$576M)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

5% less funds holding

Funds holding: 163155 (-8)

16% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 51

Holders
155
Holders Change
-8
Holders Change %
-4.91%
% of All Funds
3.18%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
43
Increased
66
Reduced
29
Closed
51
Calls
$2.16M
Puts
$405K
Net Calls
+$1.75M
Net Calls Change
+$302K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$229M +$87.9M +2,713,947 +92%
Vanguard Group
2
Vanguard Group
Pennsylvania
$154M +$19.2M +594,548 +18%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$107M +$426K +13,157 +0.5%
State Street
4
State Street
Massachusetts
$79M +$28.3M +874,279 +81%
FCM
5
FJ Capital Management
Virginia
$65.9M +$12.9M +400,000 +33%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$45.5M -$57.4M -1,772,545 -61%
American Century Companies
7
American Century Companies
Missouri
$43M +$13.3M +411,169 +63%
Macquarie Group
8
Macquarie Group
Australia
$37.9M -$10.8M -333,812 -26%
Citadel Advisors
9
Citadel Advisors
Florida
$36.9M +$22M +679,025 +293%
AllianceBernstein
10
AllianceBernstein
Tennessee
$28.6M +$2.94M +90,824 +15%
Northern Trust
11
Northern Trust
Illinois
$24.4M +$869K +26,842 +5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$23.8M +$1.45M +44,877 +8%
ECA
13
Endeavour Capital Advisors
Connecticut
$22.8M -$3.52M -108,741 -16%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$18.7M +$7.86M +242,753 +111%
N
15
Nuveen
North Carolina
$17.4M +$218K +6,730 +2%
SCA
16
Stieven Capital Advisors
Missouri
$17.4M +$2.08M +64,249 +18%
Norges Bank
17
Norges Bank
Norway
$16.8M
MCM
18
Maltese Capital Management
New York
$16.8M +$4.04M +124,824 +43%
RA
19
Royce & Associates
New York
$16.4M +$8.21M +253,471 +168%
Principal Financial Group
20
Principal Financial Group
Iowa
$13.3M +$9.91M +306,037 +1,364%
Prudential Financial
21
Prudential Financial
New Jersey
$11.7M -$340K -10,501 -4%
CIP
22
Chartwell Investment Partners
Pennsylvania
$11.5M +$342K +10,577 +4%
Goldman Sachs
23
Goldman Sachs
New York
$11.3M -$6.45M -199,300 -42%
FIM
24
Frontier Investment Management
Texas
$11.2M +$272K +8,400 +3%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10M +$2.37M +73,176 +40%

IBTX Hedge Fund Activity: Q2 2020 in Review

155 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q2 2020, worth a combined $1.3B — up 80% from $722M a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of IBTX and 43 opened new positions — a net loss of 8 holders — while 29 trimmed existing stakes and 66 added.

The largest buyer was BlackRock, adding an estimated $87.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $57.4M.

  • 155 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q2 2020, down from 163 in Q1 2020.
  • Funds reported $1.3B of Independent Bank Group, Inc. stock for Q2 2020, up 80% quarter-over-quarter.
  • 43 funds opened new Independent Bank Group, Inc. positions in Q2 2020 and 51 closed out, a net change of -8 holders.
  • The largest Independent Bank Group, Inc. buyer in Q2 2020 was BlackRock, an estimated $87.9M added.
  • The largest Independent Bank Group, Inc. seller in Q2 2020 was T. Rowe Price Associates, an estimated $57.4M sold.

Based on aggregated 13F filings for Q2 2020.