We are live on ! Find out more
IBTX

Independent Bank Group, Inc.

Delisted

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

194 hedge funds and large institutions have $1.44B invested in Independent Bank Group, Inc. in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $860K | Put options by funds: $359K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $1.49B → $1.44B (-$48M)

7% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 71

8% less funds holding

Funds holding: 212194 (-18)

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

Holders
194
Holders Change
-18
Holders Change %
-8.49%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
66
Reduced
71
Closed
41
Calls
$860K
Puts
$359K
Net Calls
+$501K
Net Calls Change
-$271K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$257M -$8.88M -208,298 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$187M -$1.99M -46,722 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$157M -$7.98M -187,147 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$105M +$1.67M +39,091 +2%
State Street
5
State Street
Massachusetts
$91.8M +$6.29M +147,557 +8%
Macquarie Group
6
Macquarie Group
Australia
$51.2M +$179K +4,207 +0.4%
FCM
7
FJ Capital Management
Virginia
$49.1M -$2.95M -69,089 -6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$39.3M +$1.44M +33,679 +4%
Invesco
9
Invesco
Georgia
$31.6M -$943K -22,107 -3%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.6M -$7.15M -167,611 -22%
Morgan Stanley
11
Morgan Stanley
New York
$25M +$2.37M +55,521 +11%
Goldman Sachs
12
Goldman Sachs
New York
$24.3M +$13.1M +307,877 +136%
Charles Schwab
13
Charles Schwab
California
$21.8M +$1.04M +24,347 +5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$19.6M -$13.8K -324 -0.1%
Northern Trust
15
Northern Trust
Illinois
$18M -$470K -11,010 -3%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$16.9M +$15.3M +357,794 +2,875%
Bank of America
17
Bank of America
North Carolina
$15.7M +$2.58M +60,443 +21%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$14.8M +$13.9M +325,218 New
MF
19
Magnetar Financial
Illinois
$14.1M +$13.3M +310,765 New
HighTower Advisors
20
HighTower Advisors
Illinois
$13.7M -$5.08K -119 -0%
Bessemer Group
21
Bessemer Group
New Jersey
$12.2M +$1.77M +41,554 +18%
WCMNY
22
Westchester Capital Management (New York)
New York
$12M +$11.2M +263,500 New
Adage Capital Partners
23
Adage Capital Partners
Massachusetts
$12M -$7.09M -166,345 -39%
Millennium Management
24
Millennium Management
New York
$8.71M -$16.5M -387,986 -67%
Principal Financial Group
25
Principal Financial Group
Iowa
$8.08M -$379K -8,883 -5%

IBTX Hedge Fund Activity: Q2 2024 in Review

194 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q2 2024, worth a combined $1.44B — down 3.2% from $1.49B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of IBTX and 24 opened new positions — a net loss of 17 holders — while 71 trimmed existing stakes and 66 added.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $15.3M. The largest seller was Royce & Associates, cutting an estimated $25.4M.

  • 194 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q2 2024, down from 212 in Q1 2024.
  • Funds reported $1.44B of Independent Bank Group, Inc. stock for Q2 2024, down 3.2% quarter-over-quarter.
  • 24 funds opened new Independent Bank Group, Inc. positions in Q2 2024 and 41 closed out, a net change of -17 holders.
  • The largest Independent Bank Group, Inc. buyer in Q2 2024 was Qube Research & Technologies (QRT), an estimated $15.3M added.
  • The largest Independent Bank Group, Inc. seller in Q2 2024 was Royce & Associates, an estimated $25.4M sold.

Based on aggregated 13F filings for Q2 2024.