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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 $1.31B invested in Independent Bank Group, Inc. in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

1% more capital invested

Capital invested by funds: $1.3B → $1.31B (+$13.6M)

0% more funds holding

Funds holding: 155155 (0)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

24% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 59

Holders
155
Holders Change
Holders Change %
0%
% of All Funds
3.13%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
25
Increased
45
Reduced
59
Closed
24
Calls
$6.62M
Puts
Net Calls
+$6.62M
Net Calls Change
+$4.87M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$240M -$9.54M -215,789 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$164M -$4.11M -92,930 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$119M +$2.75M +62,231 +2%
State Street
4
State Street
Massachusetts
$68.6M -$17.5M -395,485 -20%
FCM
5
FJ Capital Management
Virginia
$61.1M -$10.7M -243,000 -15%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$49.7M +$10.5K +237 +0%
American Century Companies
7
American Century Companies
Missouri
$46.5M -$454K -10,258 -1%
Macquarie Group
8
Macquarie Group
Australia
$41.9M +$606K +13,710 +1%
Citadel Advisors
9
Citadel Advisors
Florida
$35.4M -$4.86M -109,790 -12%
Northern Trust
10
Northern Trust
Illinois
$26.2M -$403K -9,115 -2%
AllianceBernstein
11
AllianceBernstein
Tennessee
$25.7M -$5.56M -125,809 -18%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$25.3M -$639K -14,443 -2%
ECA
13
Endeavour Capital Advisors
Connecticut
$24.5M -$365K -8,263 -1%
Capital Research Global Investors
14
Capital Research Global Investors
California
$23.6M +$23.7M +535,300 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$20.4M -$41.8K -946 -0.2%
RA
16
Royce & Associates
New York
$19.9M +$2.08M +46,974 +12%
SCA
17
Stieven Capital Advisors
Missouri
$19M +$39.8K +900 +0.2%
Norges Bank
18
Norges Bank
Norway
$18.1M -$294K -6,643 -2%
Principal Financial Group
19
Principal Financial Group
Iowa
$16.1M +$1.63M +36,899 +11%
N
20
Nuveen
North Carolina
$13.8M -$5.22M -118,100 -27%
Holocene Advisors
21
Holocene Advisors
New York
$12.7M +$8.32M +188,007 +188%
CIP
22
Chartwell Investment Partners
Pennsylvania
$12.4M -$93.3K -2,109 -0.7%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.7M +$298K +6,729 +3%
Charles Schwab
24
Charles Schwab
California
$10.6M -$211K -4,761 -2%
State of Wisconsin Investment Board
25
State of Wisconsin Investment Board
Wisconsin
$9.51M -$102K -2,300 -1%

IBTX Hedge Fund Activity: Q3 2020 in Review

155 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2020, worth a combined $1.31B — up 1.1% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBTX positions and 24 closed out — a net gain of 1 holder — while 45 added to existing stakes and 59 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $23.7M. The largest seller was State Street, cutting an estimated $17.5M.

  • 155 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $1.31B of Independent Bank Group, Inc. stock for Q3 2020, up 1.1% quarter-over-quarter.
  • 25 funds opened new Independent Bank Group, Inc. positions in Q3 2020 and 24 closed out, a net change of +1 holder.
  • The largest Independent Bank Group, Inc. buyer in Q3 2020 was Capital Research Global Investors, an estimated $23.7M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2020 was State Street, an estimated $17.5M sold.

Based on aggregated 13F filings for Q3 2020.