Independent Bank Group, Inc.
IBTX
IBTX was delisted on the 31st of December, 2024.
178 hedge funds and large institutions have $1.08B invested in Independent Bank Group, Inc. in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 53 reducing their positions, and 37 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 53
36% more call options, than puts
Call options by funds: $711K | Put options by funds: $521K
6% less funds holding
Funds holding: 189 → 178 (-11)
24% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 37
25% less capital invested
Capital invested by funds: $1.44B → $1.08B (-$359M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$24.1M |
| 2 |
State Street
Boston,
Massachusetts
|
+$11.6M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$11.1M |
| 4 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
+$8.07M |
| 5 |
HCM
Hodges Capital Management
Dallas,
Texas
|
+$5.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$45M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$13M |
| 3 |
Goldman Sachs
New York
|
-$9.02M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.8M |
| 5 |
SCA
Summit Creek Advisors
Minneapolis,
Minnesota
|
-$6.49M |
IBTX Hedge Fund Activity: Q2 2023 in Review
178 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q2 2023, worth a combined $1.08B — down 25% from $1.44B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of IBTX and 28 opened new positions — a net loss of 9 holders — while 53 trimmed existing stakes and 73 added.
The largest buyer was Fidelity Investments, adding an estimated $24.1M. The largest seller was Capital Research Global Investors, cutting an estimated $45M.
- 178 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q2 2023, down from 189 in Q1 2023.
- Funds reported $1.08B of Independent Bank Group, Inc. stock for Q2 2023, down 25% quarter-over-quarter.
- 28 funds opened new Independent Bank Group, Inc. positions in Q2 2023 and 37 closed out, a net change of -9 holders.
- The largest Independent Bank Group, Inc. buyer in Q2 2023 was Fidelity Investments, an estimated $24.1M added.
- The largest Independent Bank Group, Inc. seller in Q2 2023 was Capital Research Global Investors, an estimated $45M sold.
Based on aggregated 13F filings for Q2 2023.