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IBTX

Independent Bank Group, Inc.

Delisted

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

189 hedge funds and large institutions have $2.14B invested in Independent Bank Group, Inc. in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 87 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

4% less funds holding

Funds holding: 196189 (-7)

5% less capital invested

Capital invested by funds: $2.26B → $2.14B (-$121M)

14% less call options, than puts

Call options by funds: $563K | Put options by funds: $657K

38% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 87

Holders
189
Holders Change
-7
Holders Change %
-3.57%
% of All Funds
3.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
54
Reduced
87
Closed
16
Calls
$563K
Puts
$657K
Net Calls
-$94K
Net Calls Change
-$158K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$404M +$1.96M +28,095 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$281M -$153K -2,195 -0.1%
Capital Research Global Investors
3
Capital Research Global Investors
California
$166M -$41.6M -596,380 -20%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$163M +$802K +11,490 +0.5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$163M +$17.5M +250,276 +12%
State Street
6
State Street
Massachusetts
$133M -$1.84M -26,308 -1%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$93.2M -$1.33M -19,098 -1%
American Century Companies
8
American Century Companies
Missouri
$78.6M +$12.8M +182,923 +19%
Macquarie Group
9
Macquarie Group
Australia
$53.2M -$8.61M -123,401 -14%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$45.3M -$604K -8,660 -1%
AllianceBernstein
11
AllianceBernstein
Tennessee
$37.9M -$281K -4,026 -0.7%
Ameriprise
12
Ameriprise
Minnesota
$32.7M -$1.07M -15,308 -3%
RA
13
Royce & Associates
New York
$30.2M -$2.18M -31,274 -7%
Northern Trust
14
Northern Trust
Illinois
$28.1M -$447K -6,401 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$27.8M -$1.38M -19,768 -5%
Norges Bank
16
Norges Bank
Norway
$23.5M -$577K -8,268 -2%
Goldman Sachs
17
Goldman Sachs
New York
$21.3M +$12.1M +173,117 +123%
Charles Schwab
18
Charles Schwab
California
$21.2M +$21.7K +311 +0.1%
HighTower Advisors
19
HighTower Advisors
Illinois
$18.7M -$5.79K -83 -0%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.5M +$321K +4,603 +2%
Morgan Stanley
21
Morgan Stanley
New York
$15.9M +$4.69M +67,164 +40%
Principal Financial Group
22
Principal Financial Group
Iowa
$15.3M -$3.4M -48,689 -18%
Bank of America
23
Bank of America
North Carolina
$12.7M -$2.19M -31,368 -14%
CIP
24
Chartwell Investment Partners
Pennsylvania
$12.6M -$395K -5,660 -3%
Truist Financial
25
Truist Financial
North Carolina
$9.36M +$698 +10 +0%

IBTX Hedge Fund Activity: Q2 2022 in Review

189 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q2 2022, worth a combined $2.14B — down 5.4% from $2.26B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IBTX and 15 opened new positions — a net loss of 1 holder — while 87 trimmed existing stakes and 54 added.

The largest buyer was Fidelity Investments, adding an estimated $17.5M. The largest seller was Capital Research Global Investors, cutting an estimated $41.6M.

  • 189 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q2 2022, down from 196 in Q1 2022.
  • Funds reported $2.14B of Independent Bank Group, Inc. stock for Q2 2022, down 5.4% quarter-over-quarter.
  • 15 funds opened new Independent Bank Group, Inc. positions in Q2 2022 and 16 closed out, a net change of -1 holder.
  • The largest Independent Bank Group, Inc. buyer in Q2 2022 was Fidelity Investments, an estimated $17.5M added.
  • The largest Independent Bank Group, Inc. seller in Q2 2022 was Capital Research Global Investors, an estimated $41.6M sold.

Based on aggregated 13F filings for Q2 2022.