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IBTX

Independent Bank Group, Inc.

Delisted

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

184 hedge funds and large institutions have $1.25B invested in Independent Bank Group, Inc. in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $993K | Put options by funds: $384K

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

16% more capital invested

Capital invested by funds: $1.08B → $1.25B (+$173M)

3% more funds holding

Funds holding: 178184 (+6)

4% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 68

Holders
184
Holders Change
+6
Holders Change %
+3.37%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
65
Reduced
68
Closed
15
Calls
$993K
Puts
$384K
Net Calls
+$609K
Net Calls Change
+$419K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$227M -$671K -16,438 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$164M -$161K -3,950 -0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$147M +$16.9M +414,666 +13%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$82M -$8.71M -213,441 -9%
State Street
5
State Street
Massachusetts
$71.1M -$8.3M -203,472 -10%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$46.2M -$2.07M -50,734 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$30.7M +$1.46M +35,822 +5%
Macquarie Group
8
Macquarie Group
Australia
$29.6M +$1.23M +30,121 +4%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.1M +$183K +4,494 +0.6%
RA
10
Royce & Associates
New York
$24.7M +$5.39M +132,182 +27%
Holocene Advisors
11
Holocene Advisors
New York
$24.6M +$18.7M +458,654 +281%
Millennium Management
12
Millennium Management
New York
$22.6M +$17.7M +434,895 +321%
Morgan Stanley
13
Morgan Stanley
New York
$19.5M +$388K +9,496 +2%
FCM
14
FJ Capital Management
Virginia
$16.5M +$17M +416,085 New
Northern Trust
15
Northern Trust
Illinois
$16.4M -$84.8K -2,079 -0.5%
Charles Schwab
16
Charles Schwab
California
$15.8M +$1.39M +33,952 +9%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$15.3M -$382K -9,357 -2%
American Century Companies
18
American Century Companies
Missouri
$13.5M -$25.3M -620,479 -65%
HighTower Advisors
19
HighTower Advisors
Illinois
$11.9M -$7.47K -183 -0.1%
Norges Bank
20
Norges Bank
Norway
$10.8M -$4.31M -105,646 -28%
Goldman Sachs
21
Goldman Sachs
New York
$9.58M +$878K +21,509 +10%
AllianceBernstein
22
AllianceBernstein
Tennessee
$9.26M -$11.8M -290,124 -55%
Bank of America
23
Bank of America
North Carolina
$9M +$670K +16,416 +8%
PCM
24
Peregrine Capital Management
Minnesota
$8.24M -$364K -8,931 -4%
Principal Financial Group
25
Principal Financial Group
Iowa
$7.67M -$334K -8,173 -4%

IBTX Hedge Fund Activity: Q3 2023 in Review

184 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2023, worth a combined $1.25B — up 16% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBTX positions and 15 closed out — a net gain of 7 holders — while 65 added to existing stakes and 68 trimmed.

The largest buyer was Holocene Advisors, adding an estimated $18.7M. The largest seller was American Century Companies, cutting an estimated $25.3M.

  • 184 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2023, up from 178 in Q2 2023.
  • Funds reported $1.25B of Independent Bank Group, Inc. stock for Q3 2023, up 16% quarter-over-quarter.
  • 22 funds opened new Independent Bank Group, Inc. positions in Q3 2023 and 15 closed out, a net change of +7 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2023 was Holocene Advisors, an estimated $18.7M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2023 was American Century Companies, an estimated $25.3M sold.

Based on aggregated 13F filings for Q3 2023.