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IBTX

Independent Bank Group, Inc.

Delisted

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

195 hedge funds and large institutions have $1.66B invested in Independent Bank Group, Inc. in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 71 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

539% more call options, than puts

Call options by funds: $2.47M | Put options by funds: $387K

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

33% more capital invested

Capital invested by funds: $1.25B → $1.66B (+$412M)

6% more funds holding

Funds holding: 184195 (+11)

10% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 71

Holders
195
Holders Change
+11
Holders Change %
+5.98%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
64
Reduced
71
Closed
14
Calls
$2.47M
Puts
$387K
Net Calls
+$2.08M
Net Calls Change
+$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$304M +$9.74M +240,137 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$213M +$903K +22,245 +0.5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$189M -$7.55K -186 -0%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$108M +$1.63M +40,112 +2%
State Street
5
State Street
Massachusetts
$98.6M +$5.64M +138,924 +8%
Morgan Stanley
6
Morgan Stanley
New York
$64M +$31M +765,193 +155%
Millennium Management
7
Millennium Management
New York
$52.7M +$18.9M +465,045 +82%
FCM
8
FJ Capital Management
Virginia
$49.1M +$22.2M +548,058 +132%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$41.4M +$1.5M +36,993 +5%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.2M +$1.45M +35,806 +5%
Macquarie Group
11
Macquarie Group
Australia
$37.9M -$171K -4,217 -0.6%
Holocene Advisors
12
Holocene Advisors
New York
$31.7M
RA
13
Royce & Associates
New York
$31.5M -$243K -5,977 -1%
Invesco
14
Invesco
Georgia
$24.9M +$15.3M +377,264 +338%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$22.8M +$2.52M +62,189 +16%
Charles Schwab
16
Charles Schwab
California
$21.8M +$1.15M +28,395 +7%
Northern Trust
17
Northern Trust
Illinois
$21.1M +$62.2K +1,534 +0.4%
HCM
18
Hodges Capital Management
Texas
$19.5M +$9.93M +244,653 +176%
HighTower Advisors
19
HighTower Advisors
Illinois
$15.3M +$811 +20 +0%
Adage Capital Partners
20
Adage Capital Partners
Massachusetts
$14.9M +$5.41M +133,362 +83%
Goldman Sachs
21
Goldman Sachs
New York
$12.4M +$77.2K +1,903 +0.8%
Bessemer Group
22
Bessemer Group
New Jersey
$10.8M +$3.69M +90,971 +75%
Bank of America
23
Bank of America
North Carolina
$10.5M -$844K -20,794 -9%
Principal Financial Group
24
Principal Financial Group
Iowa
$9.53M -$268K -6,611 -3%
PCM
25
Peregrine Capital Management
Minnesota
$8.78M -$1.45M -35,815 -17%

IBTX Hedge Fund Activity: Q4 2023 in Review

195 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2023, worth a combined $1.66B — up 33% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IBTX positions and 14 closed out — a net gain of 13 holders — while 64 added to existing stakes and 71 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $31M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $46.2M sold.

  • 195 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2023, up from 184 in Q3 2023.
  • Funds reported $1.66B of Independent Bank Group, Inc. stock for Q4 2023, up 33% quarter-over-quarter.
  • 27 funds opened new Independent Bank Group, Inc. positions in Q4 2023 and 14 closed out, a net change of +13 holders.
  • The largest Independent Bank Group, Inc. buyer in Q4 2023 was Morgan Stanley, an estimated $31M added.
  • The largest Independent Bank Group, Inc. seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $46.2M sold.

Based on aggregated 13F filings for Q4 2023.