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IBTX

Independent Bank Group, Inc.

Delisted

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

208 hedge funds and large institutions have $1.86B invested in Independent Bank Group, Inc. in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

29% more capital invested

Capital invested by funds: $1.44B → $1.86B (+$422M)

7% more funds holding

Funds holding: 194208 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 73

20% less call options, than puts

Call options by funds: $375K | Put options by funds: $466K

Holders
208
Holders Change
+14
Holders Change %
+7.22%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
59
Reduced
73
Closed
18
Calls
$375K
Puts
$466K
Net Calls
-$91K
Net Calls Change
-$592K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$328M +$2.27M +41,478 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$238M +$687K +12,574 +0.3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$215M +$15.2M +279,112 +8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$140M +$5.87M +107,495 +5%
State Street
5
State Street
Massachusetts
$111M -$5.2M -95,234 -5%
Macquarie Group
6
Macquarie Group
Australia
$63.4M -$1.38M -25,195 -2%
FCM
7
FJ Capital Management
Virginia
$56.9M -$5.06M -92,596 -9%
Goldman Sachs
8
Goldman Sachs
New York
$55.6M +$23.5M +430,028 +80%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$50.7M +$844K +15,447 +2%
Capital International Investors
10
Capital International Investors
California
$46.3M +$43.9M +802,859 New
Invesco
11
Invesco
Georgia
$40.1M +$73.9K +1,353 +0.2%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.2M -$3.64M -66,537 -11%
Morgan Stanley
13
Morgan Stanley
New York
$30.2M -$1.3M -23,841 -4%
Charles Schwab
14
Charles Schwab
California
$28M +$398K +7,287 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$23M -$1.77M -32,458 -8%
Northern Trust
16
Northern Trust
Illinois
$22.7M -$191K -3,500 -0.9%
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$19.3M -$1.97M -36,010 -10%
Bank of America
18
Bank of America
North Carolina
$18.7M -$1.1M -20,092 -6%
MF
19
Magnetar Financial
Illinois
$18.6M +$601K +10,996 +4%
WCMNY
20
Westchester Capital Management (New York)
New York
$17.6M +$2.24M +40,944 +16%
Bessemer Group
21
Bessemer Group
New Jersey
$17.4M +$1.8M +32,988 +12%
Millennium Management
22
Millennium Management
New York
$14.8M +$3.56M +65,146 +34%
HighTower Advisors
23
HighTower Advisors
Illinois
$14.2M -$2.99M -54,690 -18%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$12.5M -$5.9M -108,004 -33%
American Century Companies
25
American Century Companies
Missouri
$12M +$7.82M +143,227 +221%

IBTX Hedge Fund Activity: Q3 2024 in Review

208 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q3 2024, worth a combined $1.86B — up 29% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IBTX positions and 18 closed out — a net gain of 15 holders — while 59 added to existing stakes and 73 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $43.9M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $12M sold.

  • 208 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q3 2024, up from 194 in Q2 2024.
  • Funds reported $1.86B of Independent Bank Group, Inc. stock for Q3 2024, up 29% quarter-over-quarter.
  • 33 funds opened new Independent Bank Group, Inc. positions in Q3 2024 and 18 closed out, a net change of +15 holders.
  • The largest Independent Bank Group, Inc. buyer in Q3 2024 was Capital International Investors, an estimated $43.9M added.
  • The largest Independent Bank Group, Inc. seller in Q3 2024 was Adage Capital Partners, an estimated $12M sold.

Based on aggregated 13F filings for Q3 2024.