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IBTX

Independent Bank Group, Inc.

Delisted

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

187 hedge funds and large institutions have $1.98B invested in Independent Bank Group, Inc. in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.86B → $1.98B (+$118M)

0% more call options, than puts

Call options by funds: $12K | Put options by funds: $12K

5% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 65

10% less funds holding

Funds holding: 208187 (-21)

44% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 43

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
187
Holders Change
-21
Holders Change %
-10.1%
% of All Funds
2.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
62
Reduced
65
Closed
43
Calls
$12K
Puts
$12K
Net Calls
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$349M +$4.19M +67,705 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$251M +$98.9K +1,597 +0%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$226M -$29.1K -470 -0%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$149M +$2.03M +32,765 +1%
State Street
5
State Street
Massachusetts
$118M +$1.8M +29,033 +2%
Capital Research Global Investors
6
Capital Research Global Investors
California
$108M +$110M +1,779,039 New
Capital International Investors
7
Capital International Investors
California
$104M +$56M +904,577 +113%
Macquarie Group
8
Macquarie Group
Australia
$66.5M -$211K -3,407 -0.3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$52.7M -$426K -6,882 -0.8%
Invesco
10
Invesco
Georgia
$33.5M -$8.9M -143,771 -21%
Goldman Sachs
11
Goldman Sachs
New York
$32.8M -$26.3M -424,925 -44%
Morgan Stanley
12
Morgan Stanley
New York
$30.8M -$1.06M -17,192 -3%
Charles Schwab
13
Charles Schwab
California
$29.7M +$297K +4,804 +1%
American Century Companies
14
American Century Companies
Missouri
$29.5M +$17.3M +278,962 +134%
UBS Group
15
UBS Group
Switzerland
$28.6M +$27.2M +438,925 +1,327%
Northern Trust
16
Northern Trust
Illinois
$25.1M +$1.33M +21,456 +5%
MF
17
Magnetar Financial
Illinois
$19.6M +$76.7K +1,238 +0.4%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.4M -$13.7M -221,180 -41%
Bessemer Group
19
Bessemer Group
New Jersey
$19.1M +$787K +12,715 +4%
FCM
20
FJ Capital Management
Virginia
$18.5M -$42.2M -681,415 -69%
Bank of America
21
Bank of America
North Carolina
$17.8M -$1.95M -31,498 -10%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$16.5M -$3.9M -62,996 -19%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$15.9M -$8.43M -136,084 -34%
HighTower Advisors
24
HighTower Advisors
Illinois
$15M +$17.6K +284 +0.1%
AA
25
AQR Arbitrage
Connecticut
$10.9M +$861K +13,900 +8%

IBTX Hedge Fund Activity: Q4 2024 in Review

187 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Group, Inc. (IBTX) for Q4 2024, worth a combined $1.98B — up 6.4% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of IBTX and 24 opened new positions — a net loss of 19 holders — while 65 trimmed existing stakes and 62 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $110M. The largest seller was FJ Capital Management, cutting an estimated $42.2M.

  • 187 institutional investors held Independent Bank Group, Inc. (IBTX) as of Q4 2024, down from 208 in Q3 2024.
  • Funds reported $1.98B of Independent Bank Group, Inc. stock for Q4 2024, up 6.4% quarter-over-quarter.
  • 24 funds opened new Independent Bank Group, Inc. positions in Q4 2024 and 43 closed out, a net change of -19 holders.
  • The largest Independent Bank Group, Inc. buyer in Q4 2024 was Capital Research Global Investors, an estimated $110M added.
  • The largest Independent Bank Group, Inc. seller in Q4 2024 was FJ Capital Management, an estimated $42.2M sold.

Based on aggregated 13F filings for Q4 2024.