We are live on ! Find out more
IBTX

Independent Bank Group, Inc.

Delisted

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

177 hedge funds and large institutions have $2.3B invested in Independent Bank Group, Inc. in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 64 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $2.22B → $2.3B (+$85.5M)

3% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 62

6% less funds holding

Funds holding: 188177 (-11)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

54% less call options, than puts

Call options by funds: $666K | Put options by funds: $1.46M

55% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 20

Holders
177
Holders Change
-11
Holders Change %
-5.85%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
64
Reduced
62
Closed
20
Calls
$666K
Puts
$1.46M
Net Calls
-$791K
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$442M -$3.68M -48,540 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$301M +$5.21M +68,752 +2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$184M +$48.1M +634,700 +34%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$177M -$8.24M -108,725 -4%
State Street
5
State Street
Massachusetts
$142M +$4.77M +62,906 +3%
American Century Companies
6
American Century Companies
Missouri
$97.2M +$17.4M +229,916 +21%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$84M -$318K -4,201 -0.4%
Macquarie Group
8
Macquarie Group
Australia
$67.5M +$1.14M +15,086 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$50.5M +$2.47M +32,583 +5%
AllianceBernstein
10
AllianceBernstein
Tennessee
$45.3M -$2.69M -35,489 -5%
RA
11
Royce & Associates
New York
$41.6M +$2M +26,415 +5%
EVM
12
Eaton Vance Management
Massachusetts
$38.9M +$35.5M +468,942 +822%
Northern Trust
13
Northern Trust
Illinois
$36.6M -$142K -1,878 -0.4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$34.3M +$694K +9,162 +2%
Ameriprise
15
Ameriprise
Minnesota
$34.1M -$128K -1,693 -0.4%
SCA
16
Stieven Capital Advisors
Missouri
$30.7M -$288K -3,800 -0.9%
Norges Bank
17
Norges Bank
Norway
$26.4M -$12.3K -163 -0%
N
18
Nuveen
North Carolina
$23.7M -$1.67M -22,107 -6%
Principal Financial Group
19
Principal Financial Group
Iowa
$23.2M +$267K +3,525 +1%
CIP
20
Chartwell Investment Partners
Pennsylvania
$20.5M -$194K -2,562 -0.9%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.5M +$1.02M +13,466 +5%
HighTower Advisors
22
HighTower Advisors
Illinois
$20.4M -$623K -8,223 -3%
Charles Schwab
23
Charles Schwab
California
$20M +$947K +12,499 +5%
Millennium Management
24
Millennium Management
New York
$19.8M +$1.84M +24,327 +10%
Bank of America
25
Bank of America
North Carolina
$14.6M -$1.7M -22,441 -10%

IBTX Hedge Fund Activity: Q2 2021 in Review

177 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q2 2021, worth a combined $2.3B — up 3.9% from $2.22B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IBTX and 9 opened new positions — a net loss of 11 holders — while 62 trimmed existing stakes and 64 added.

The largest buyer was Capital Research Global Investors, adding an estimated $48.1M. The largest seller was FJ Capital Management, exiting entirely with an estimated $18.6M sold.

  • 177 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q2 2021, down from 188 in Q1 2021.
  • Funds reported $2.3B of Independent Bank Group, Inc. stock for Q2 2021, up 3.9% quarter-over-quarter.
  • 9 funds opened new Independent Bank Group, Inc. positions in Q2 2021 and 20 closed out, a net change of -11 holders.
  • The largest Independent Bank Group, Inc. buyer in Q2 2021 was Capital Research Global Investors, an estimated $48.1M added.
  • The largest Independent Bank Group, Inc. seller in Q2 2021 was FJ Capital Management, an estimated $18.6M sold.

Based on aggregated 13F filings for Q2 2021.