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IBTX

Independent Bank Group, Inc.

Delisted

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

195 hedge funds and large institutions have $1.89B invested in Independent Bank Group, Inc. in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 8

44% more capital invested

Capital invested by funds: $1.31B → $1.89B (+$575M)

26% more funds holding

Funds holding: 155195 (+40)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

14% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 64

Holders
195
Holders Change
+40
Holders Change %
+25.81%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
48
Increased
55
Reduced
64
Closed
8
Calls
$7.67M
Puts
Net Calls
+$7.67M
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$361M +$18.1M +327,744 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$241M +$7.56M +136,576 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$165M -$2.86M -51,689 -2%
State Street
4
State Street
Massachusetts
$97M -$130K -2,349 -0.2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$71.3M +$929K +16,782 +1%
Capital Research Global Investors
6
Capital Research Global Investors
California
$61.8M +$25.1M +453,000 +85%
Macquarie Group
7
Macquarie Group
Australia
$59.5M +$168K +3,035 +0.3%
American Century Companies
8
American Century Companies
Missouri
$57.1M -$7.64M -137,971 -13%
FCM
9
FJ Capital Management
Virginia
$51.8M -$30.8M -556,000 -40%
AllianceBernstein
10
AllianceBernstein
Tennessee
$38.2M +$1.64M +29,549 +5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$37.6M +$1.53M +27,567 +5%
Northern Trust
12
Northern Trust
Illinois
$35.7M -$1.14M -20,557 -3%
Citadel Advisors
13
Citadel Advisors
Florida
$32.7M -$15.4M -277,635 -35%
RA
14
Royce & Associates
New York
$29.9M +$1.54M +27,803 +6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$29.3M +$387K +6,989 +2%
ECA
16
Endeavour Capital Advisors
Connecticut
$27.8M -$6.06M -109,440 -20%
Norges Bank
17
Norges Bank
Norway
$27.6M +$1.83M +33,097 +8%
SCA
18
Stieven Capital Advisors
Missouri
$26.9M +$38.7K +700 +0.2%
N
19
Nuveen
North Carolina
$19.3M -$166K -3,003 -1%
Principal Financial Group
20
Principal Financial Group
Iowa
$18.9M -$3.52M -63,544 -17%
CIP
21
Chartwell Investment Partners
Pennsylvania
$17.4M -$171K -3,088 -1%
HighTower Advisors
22
HighTower Advisors
Illinois
$17.2M +$15.3M +275,637 New
Charles Schwab
23
Charles Schwab
California
$15.2M +$230K +4,162 +2%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15M -$1.4M -25,293 -10%
Holocene Advisors
25
Holocene Advisors
New York
$12.7M -$4.67M -84,455 -29%

IBTX Hedge Fund Activity: Q4 2020 in Review

195 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2020, worth a combined $1.89B — up 44% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IBTX positions and 8 closed out — a net gain of 40 holders — while 55 added to existing stakes and 64 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $25.1M. The largest seller was FJ Capital Management, cutting an estimated $30.8M.

  • 195 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2020, up from 155 in Q3 2020.
  • Funds reported $1.89B of Independent Bank Group, Inc. stock for Q4 2020, up 44% quarter-over-quarter.
  • 48 funds opened new Independent Bank Group, Inc. positions in Q4 2020 and 8 closed out, a net change of +40 holders.
  • The largest Independent Bank Group, Inc. buyer in Q4 2020 was Capital Research Global Investors, an estimated $25.1M added.
  • The largest Independent Bank Group, Inc. seller in Q4 2020 was FJ Capital Management, an estimated $30.8M sold.

Based on aggregated 13F filings for Q4 2020.