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IBTX

Independent Bank Group, Inc.

Delisted

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

178 hedge funds and large institutions have $2.2B invested in Independent Bank Group, Inc. in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $2.18M | Put options by funds: $1.32M

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1% more funds holding

Funds holding: 177178 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $2.3B → $2.2B (-$102M)

15% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 65

Holders
178
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
55
Reduced
65
Closed
17
Calls
$2.18M
Puts
$1.32M
Net Calls
+$859K
Net Calls Change
+$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$413M -$11.2M -160,683 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$288M -$393K -5,648 -0.1%
Capital Research Global Investors
3
Capital Research Global Investors
California
$177M +$237K +3,400 +0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$169M -$1.29M -18,594 -0.8%
State Street
5
State Street
Massachusetts
$125M -$11.2M -160,412 -8%
American Century Companies
6
American Century Companies
Missouri
$99.1M +$5.57M +80,002 +6%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$85.8M +$5.08M +72,956 +6%
Macquarie Group
8
Macquarie Group
Australia
$64.5M -$366K -5,263 -0.6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$48.9M +$458K +6,581 +1%
AllianceBernstein
10
AllianceBernstein
Tennessee
$42M -$1.44M -20,646 -3%
EVM
11
Eaton Vance Management
Massachusetts
$39.5M +$2.1M +30,205 +6%
RA
12
Royce & Associates
New York
$38.5M -$1.45M -20,806 -4%
Northern Trust
13
Northern Trust
Illinois
$35M -$112K -1,611 -0.3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$33.6M +$629K +9,040 +2%
Ameriprise
15
Ameriprise
Minnesota
$32.1M -$650K -9,330 -2%
SCA
16
Stieven Capital Advisors
Missouri
$29.8M +$313K +4,500 +1%
Norges Bank
17
Norges Bank
Norway
$25.4M
Principal Financial Group
18
Principal Financial Group
Iowa
$22.3M -$4.8K -69 -0%
N
19
Nuveen
North Carolina
$20.3M -$745K -10,699 -3%
Charles Schwab
20
Charles Schwab
California
$20.3M +$1.06M +15,202 +6%
Millennium Management
21
Millennium Management
New York
$20M +$965K +13,856 +5%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.7M +$22.1K +317 +0.1%
HighTower Advisors
23
HighTower Advisors
Illinois
$19.6M
CIP
24
Chartwell Investment Partners
Pennsylvania
$17.3M -$2.34M -33,572 -12%
Bank of America
25
Bank of America
North Carolina
$16.2M +$2.09M +29,949 +15%

IBTX Hedge Fund Activity: Q3 2021 in Review

178 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2021, worth a combined $2.2B — down 4.4% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IBTX positions and 17 closed out — a net gain of 3 holders — while 55 added to existing stakes and 65 trimmed.

The largest buyer was Fort Washington Investment Advisors, opening a new position worth an estimated $11.9M. The largest seller was Fidelity Investments, cutting an estimated $11.4M.

  • 178 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2021, up from 177 in Q2 2021.
  • Funds reported $2.2B of Independent Bank Group, Inc. stock for Q3 2021, down 4.4% quarter-over-quarter.
  • 20 funds opened new Independent Bank Group, Inc. positions in Q3 2021 and 17 closed out, a net change of +3 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2021 was Fort Washington Investment Advisors, an estimated $11.9M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2021 was Fidelity Investments, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2021.