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IBTX

Independent Bank Group, Inc.

Delisted

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

196 hedge funds and large institutions have $2.26B invested in Independent Bank Group, Inc. in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

17% more call options, than puts

Call options by funds: $434K | Put options by funds: $370K

5% more funds holding

Funds holding: 187196 (+9)

1% more capital invested

Capital invested by funds: $2.25B → $2.26B (+$14.5M)

17% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 71

Holders
196
Holders Change
+9
Holders Change %
+4.81%
% of All Funds
3.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
59
Reduced
71
Closed
16
Calls
$434K
Puts
$370K
Net Calls
+$64K
Net Calls Change
+$367K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$422M -$5.82M -76,554 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$295M +$4.36M +57,283 +1%
Capital Research Global Investors
3
Capital Research Global Investors
California
$217M +$43.9M +576,836 +23%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$170M +$471K +6,197 +0.3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$153M +$125M +1,644,059 +328%
State Street
6
State Street
Massachusetts
$141M +$23M +302,174 +18%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$99M +$165K +2,168 +0.2%
American Century Companies
8
American Century Companies
Missouri
$69.3M -$36.3M -477,542 -33%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$48.1M +$538K +7,076 +1%
AllianceBernstein
10
AllianceBernstein
Tennessee
$40M -$1.18M -15,510 -3%
Ameriprise
11
Ameriprise
Minnesota
$35.3M +$497K +6,527 +1%
RA
12
Royce & Associates
New York
$33.8M -$2.72M -35,737 -7%
EVM
13
Eaton Vance Management
Massachusetts
$32.5M -$8.8M -115,658 -20%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$30.5M -$585K -7,684 -2%
Northern Trust
15
Northern Trust
Illinois
$29.9M -$1.61M -21,139 -5%
Norges Bank
16
Norges Bank
Norway
$25.2M
Charles Schwab
17
Charles Schwab
California
$22.2M +$829K +10,901 +4%
HighTower Advisors
18
HighTower Advisors
Illinois
$19.6M +$6.31K +83 +0%
Principal Financial Group
19
Principal Financial Group
Iowa
$19.4M -$1.2M -15,731 -5%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19M -$655K -8,613 -3%
N
21
Nuveen
North Carolina
$16.2M -$3.01M -39,626 -15%
Bank of America
22
Bank of America
North Carolina
$15.5M -$1.73M -22,741 -9%
CIP
23
Chartwell Investment Partners
Pennsylvania
$13.6M -$3.65M -48,027 -20%
Morgan Stanley
24
Morgan Stanley
New York
$11.8M +$1.55M +20,418 +14%
State of Wisconsin Investment Board
25
State of Wisconsin Investment Board
Wisconsin
$11.7M

IBTX Hedge Fund Activity: Q1 2022 in Review

196 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2022, worth a combined $2.26B — up 0.64% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IBTX positions and 16 closed out — a net gain of 10 holders — while 59 added to existing stakes and 71 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $125M. The largest seller was American Century Companies, cutting an estimated $36.3M.

  • 196 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2022, up from 187 in Q4 2021.
  • Funds reported $2.26B of Independent Bank Group, Inc. stock for Q1 2022, up 0.64% quarter-over-quarter.
  • 26 funds opened new Independent Bank Group, Inc. positions in Q1 2022 and 16 closed out, a net change of +10 holders.
  • The largest Independent Bank Group, Inc. buyer in Q1 2022 was Fidelity Investments, an estimated $125M added.
  • The largest Independent Bank Group, Inc. seller in Q1 2022 was American Century Companies, an estimated $36.3M sold.

Based on aggregated 13F filings for Q1 2022.