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IBTX

Independent Bank Group, Inc.

Delisted

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

188 hedge funds and large institutions have $2.22B invested in Independent Bank Group, Inc. in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 72 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.89B → $2.22B (+$329M)

4% less funds holding

Funds holding: 195188 (-7)

14% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 72

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
188
Holders Change
-7
Holders Change %
-3.59%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
22
Increased
62
Reduced
72
Closed
27
Calls
$1.12M
Puts
Net Calls
+$1.12M
Net Calls Change
-$6.55M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$435M +$17.7M +252,591 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$288M +$9.8M +139,774 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$181M -$9.43M -134,402 -5%
State Street
4
State Street
Massachusetts
$134M +$21.5M +306,094 +20%
Capital Research Global Investors
5
Capital Research Global Investors
California
$134M +$60.4M +861,346 +87%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$82.3M -$112K -1,594 -0.1%
American Century Companies
7
American Century Companies
Missouri
$78.3M +$12M +170,887 +19%
Macquarie Group
8
Macquarie Group
Australia
$64.8M -$3.81M -54,348 -6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$46.9M +$3.39M +48,326 +8%
AllianceBernstein
10
AllianceBernstein
Tennessee
$46.8M +$2.58M +36,808 +6%
RA
11
Royce & Associates
New York
$38.7M +$3.98M +56,819 +12%
Northern Trust
12
Northern Trust
Illinois
$35.9M -$5.28M -75,352 -13%
Ameriprise
13
Ameriprise
Minnesota
$33.4M +$19.7M +280,758 +154%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$32.8M -$945K -13,479 -3%
SCA
15
Stieven Capital Advisors
Missouri
$30.3M -$778K -11,097 -3%
Norges Bank
16
Norges Bank
Norway
$25.8M -$5.93M -84,584 -19%
ECA
17
Endeavour Capital Advisors
Connecticut
$25M -$6.97M -99,339 -22%
N
18
Nuveen
North Carolina
$24.7M +$2.35M +33,556 +11%
Principal Financial Group
19
Principal Financial Group
Iowa
$22.4M +$606K +8,647 +3%
HighTower Advisors
20
HighTower Advisors
Illinois
$20.5M +$577K +8,221 +3%
CIP
21
Chartwell Investment Partners
Pennsylvania
$20.2M +$97.9K +1,396 +0.5%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19M +$1.69M +24,052 +10%
Charles Schwab
23
Charles Schwab
California
$18.6M +$994K +14,177 +6%
FCM
24
FJ Capital Management
Virginia
$18.6M -$40M -570,800 -69%
Millennium Management
25
Millennium Management
New York
$17.6M +$10.1M +144,363 +145%

IBTX Hedge Fund Activity: Q1 2021 in Review

188 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2021, worth a combined $2.22B — up 17% from $1.89B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of IBTX and 22 opened new positions — a net loss of 5 holders — while 72 trimmed existing stakes and 62 added.

The largest buyer was Capital Research Global Investors, adding an estimated $60.4M. The largest seller was FJ Capital Management, cutting an estimated $40M.

  • 188 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2021, down from 195 in Q4 2020.
  • Funds reported $2.22B of Independent Bank Group, Inc. stock for Q1 2021, up 17% quarter-over-quarter.
  • 22 funds opened new Independent Bank Group, Inc. positions in Q1 2021 and 27 closed out, a net change of -5 holders.
  • The largest Independent Bank Group, Inc. buyer in Q1 2021 was Capital Research Global Investors, an estimated $60.4M added.
  • The largest Independent Bank Group, Inc. seller in Q1 2021 was FJ Capital Management, an estimated $40M sold.

Based on aggregated 13F filings for Q1 2021.