Southside Bancshares
SBSI
196 hedge funds and large institutions have $600M invested in Southside Bancshares in 2026 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 82 increasing their positions, 53 reducing their positions, and 9 closing their positions.
156% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 9
55% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 53
6% more funds holding
Funds holding: 185 → 196 (+11)
7% more capital inflows, than outflows
Capital inflows: $22.9M | Capital outflows: $21.3M
0.02% more ownership
Funds ownership: 57.33% → 57.34% (+0.02%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $12.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$2.48M |
| 2 |
BlackRock
New York
|
+$2.31M |
| 3 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
|
+$1.37M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$1.17M |
| 5 |
State Street
Boston,
Massachusetts
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ProShare Advisors
Bethesda,
Maryland
|
-$6.45M |
| 2 |
Goldman Sachs
New York
|
-$3.32M |
| 3 |
Morgan Stanley
New York
|
-$1.82M |
| 4 |
Jane Street
New York
|
-$1.57M |
| 5 |
Two Sigma Investments
New York
|
-$1.54M |
SBSI Hedge Fund Activity: Q2 2026 in Review
196 of the 8,358 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q2 2026, worth a combined $600M — up 13% from $530M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new SBSI positions and 9 closed out — a net gain of 14 holders — while 82 added to existing stakes and 53 trimmed.
The largest buyer was Mackenzie Financial, adding an estimated $2.48M. The largest seller was ProShare Advisors, exiting entirely with an estimated $6.45M sold.
- 196 institutional investors held Southside Bancshares (SBSI) as of Q2 2026, up from 185 in Q1 2026.
- Funds reported $600M of Southside Bancshares stock for Q2 2026, up 13% quarter-over-quarter.
- 23 funds opened new Southside Bancshares positions in Q2 2026 and 9 closed out, a net change of +14 holders.
- The largest Southside Bancshares buyer in Q2 2026 was Mackenzie Financial, an estimated $2.48M added.
- The largest Southside Bancshares seller in Q2 2026 was ProShare Advisors, an estimated $6.45M sold.
Based on aggregated 13F filings for Q2 2026.