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IBTX

Independent Bank Group, Inc.

Delisted

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

187 hedge funds and large institutions have $2.25B invested in Independent Bank Group, Inc. in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

5% more funds holding

Funds holding: 178187 (+9)

2% more capital invested

Capital invested by funds: $2.2B → $2.25B (+$51.7M)

5% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 65

26% less call options, than puts

Call options by funds: $873K | Put options by funds: $1.18M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
187
Holders Change
+9
Holders Change %
+5.06%
% of All Funds
2.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
62
Reduced
65
Closed
12
Calls
$873K
Puts
$1.18M
Net Calls
-$303K
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$433M +$13.7M +189,477 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$295M +$1.89M +26,076 +0.6%
Capital Research Global Investors
3
Capital Research Global Investors
California
$178M -$1.56M -21,600 -0.9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$172M -$141K -1,952 -0.1%
State Street
5
State Street
Massachusetts
$122M -$5.37M -74,251 -4%
American Century Companies
6
American Century Companies
Missouri
$105M +$4.15M +57,409 +4%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$100M +$13.1M +181,255 +15%
Macquarie Group
8
Macquarie Group
Australia
$65.6M +$181K +2,503 +0.3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$48.3M -$1.41M -19,475 -3%
AllianceBernstein
10
AllianceBernstein
Tennessee
$41.7M -$959K -13,255 -2%
EVM
11
Eaton Vance Management
Massachusetts
$41.3M +$1.16M +16,099 +3%
RA
12
Royce & Associates
New York
$36.9M -$2.17M -29,988 -6%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$36.1M +$36.2M +500,641 +3,576,007%
Ameriprise
14
Ameriprise
Minnesota
$35.3M +$2.75M +38,047 +8%
Northern Trust
15
Northern Trust
Illinois
$31.9M -$3.7M -51,192 -10%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$31.5M -$2.6M -36,015 -8%
Norges Bank
17
Norges Bank
Norway
$25.5M -$248K -3,429 -1%
Charles Schwab
18
Charles Schwab
California
$21.7M +$1.14M +15,774 +6%
Principal Financial Group
19
Principal Financial Group
Iowa
$20.9M -$1.8M -24,906 -8%
HighTower Advisors
20
HighTower Advisors
Illinois
$19.9M
N
21
Nuveen
North Carolina
$18M -$3.88M -53,682 -17%
Bank of America
22
Bank of America
North Carolina
$17.4M +$965K +13,344 +6%
CIP
23
Chartwell Investment Partners
Pennsylvania
$17.3M -$346K -4,784 -2%
SCA
24
Stieven Capital Advisors
Missouri
$16.7M -$13.6M -188,548 -45%
FWIA
25
Fort Washington Investment Advisors
Ohio
$15.8M +$3.43M +47,470 +28%

IBTX Hedge Fund Activity: Q4 2021 in Review

187 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2021, worth a combined $2.25B — up 2.4% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBTX positions and 12 closed out — a net gain of 11 holders — while 62 added to existing stakes and 65 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $36.2M. The largest seller was Millennium Management, cutting an estimated $14.8M.

  • 187 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2021, up from 178 in Q3 2021.
  • Funds reported $2.25B of Independent Bank Group, Inc. stock for Q4 2021, up 2.4% quarter-over-quarter.
  • 23 funds opened new Independent Bank Group, Inc. positions in Q4 2021 and 12 closed out, a net change of +11 holders.
  • The largest Independent Bank Group, Inc. buyer in Q4 2021 was Fidelity Investments, an estimated $36.2M added.
  • The largest Independent Bank Group, Inc. seller in Q4 2021 was Millennium Management, an estimated $14.8M sold.

Based on aggregated 13F filings for Q4 2021.