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IBTX

Independent Bank Group, Inc.

Delisted

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

212 hedge funds and large institutions have $1.49B invested in Independent Bank Group, Inc. in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 72 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

339% more call options, than puts

Call options by funds: $1M | Put options by funds: $228K

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

9% more funds holding

Funds holding: 195212 (+17)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 72

11% less capital invested

Capital invested by funds: $1.66B → $1.49B (-$175M)

Holders
212
Holders Change
+17
Holders Change %
+8.72%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
71
Reduced
72
Closed
8
Calls
$1M
Puts
$228K
Net Calls
+$772K
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$267M -$5.94M -127,319 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$190M -$817K -17,526 -0.4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$166M -$3.63M -77,750 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$104M +$7.61M +163,182 +8%
State Street
5
State Street
Massachusetts
$85.3M -$3.19M -68,378 -4%
FCM
6
FJ Capital Management
Virginia
$52.4M +$8.6M +184,388 +19%
Macquarie Group
7
Macquarie Group
Australia
$51.1M +$17.5M +374,432 +50%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$37.9M +$763K +16,366 +2%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.4M +$200K +4,280 +0.6%
Invesco
10
Invesco
Georgia
$32.7M +$10.6M +228,032 +47%
RA
11
Royce & Associates
New York
$29.3M +$1.05M +22,522 +4%
Millennium Management
12
Millennium Management
New York
$26.4M -$21.3M -455,876 -44%
Morgan Stanley
13
Morgan Stanley
New York
$22.5M -$35.7M -765,811 -61%
Charles Schwab
14
Charles Schwab
California
$20.7M +$1.16M +24,842 +6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$19.7M -$829K -17,784 -4%
Adage Capital Partners
16
Adage Capital Partners
Massachusetts
$19.6M +$6.34M +135,870 +46%
Northern Trust
17
Northern Trust
Illinois
$18.6M -$383K -8,208 -2%
HCM
18
Hodges Capital Management
Texas
$16M -$1.55M -33,192 -9%
Holocene Advisors
19
Holocene Advisors
New York
$15.2M -$13.5M -289,988 -47%
HighTower Advisors
20
HighTower Advisors
Illinois
$13.8M +$25.2K +540 +0.2%
Citadel Advisors
21
Citadel Advisors
Florida
$13.6M +$13.7M +293,501 +5,993%
Bank of America
22
Bank of America
North Carolina
$13M +$3.62M +77,585 +38%
Goldman Sachs
23
Goldman Sachs
New York
$10.4M -$800K -17,144 -7%
Bessemer Group
24
Bessemer Group
New Jersey
$10.4M +$678K +14,534 +7%
Principal Financial Group
25
Principal Financial Group
Iowa
$8.51M -$34.7K -743 -0.4%

IBTX Hedge Fund Activity: Q1 2024 in Review

212 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q1 2024, worth a combined $1.49B — down 11% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBTX positions and 8 closed out — a net gain of 17 holders — while 71 added to existing stakes and 72 trimmed.

The largest buyer was Macquarie Group, adding an estimated $17.5M. The largest seller was Morgan Stanley, cutting an estimated $35.7M.

  • 212 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q1 2024, up from 195 in Q4 2023.
  • Funds reported $1.49B of Independent Bank Group, Inc. stock for Q1 2024, down 11% quarter-over-quarter.
  • 25 funds opened new Independent Bank Group, Inc. positions in Q1 2024 and 8 closed out, a net change of +17 holders.
  • The largest Independent Bank Group, Inc. buyer in Q1 2024 was Macquarie Group, an estimated $17.5M added.
  • The largest Independent Bank Group, Inc. seller in Q1 2024 was Morgan Stanley, an estimated $35.7M sold.

Based on aggregated 13F filings for Q1 2024.