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Southside Bancshares
SBSI

87 hedge funds and large institutions have $162M invested in Southside Bancshares in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $155M → $162M (+$7.74M)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

9% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 32

1% less funds holding

Funds holding: 88 → 87 (-1)

Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
2.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
29
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JIR
James Investment Research
Ohio
+$2.19M
2
BFA
BlackRock Fund Advisors
California
+$1.38M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.36M
4
HW
Hancock Whitney
Mississippi
+$888K
5
JP Morgan Chase
JP Morgan Chase
New York
+$824K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.06M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$3.03M
3
HCM
Hodges Capital Management
Texas
-$2.9M
4
AIA
Affinity Investment Advisors
California
-$2.42M
5
Invesco
Invesco
Georgia
-$1.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$980K -$111K -5,178 -11%
State Board of Administration of Florida Retirement System
27
State Board of Administration of Florida Retirement System
Florida
$927K – – –
Deutsche Bank
28
Deutsche Bank
Germany
$904K +$297K +13,866 +53%
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$860K +$24.4K +1,143 +3%
STMM
30
South Texas Money Management
Texas
$823K – – –
AllianceBernstein
31
AllianceBernstein
Tennessee
$764K +$1.35K +63 +0.2%
First Trust Advisors
32
First Trust Advisors
Illinois
$735K +$105K +4,927 +18%
NFA
33
Nationwide Fund Advisors
Ohio
$722K -$1.9K -89 -0.3%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$676K -$4.26K -199 -0.7%
BCM
35
Bridgeway Capital Management
Texas
$675K +$1.28K +60 +0.2%
CS
36
Credit Suisse
Switzerland
$674K +$36K +1,683 +6%
TA
37
Teachers Advisors
New York
$664K +$25.4K +1,186 +4%
DIA
38
Denver Investment Advisors
Colorado
$649K -$722K -33,756 -54%
Goldman Sachs
39
Goldman Sachs
New York
$617K +$69.7K +3,257 +14%
Prudential Financial
40
Prudential Financial
New Jersey
$598K -$43.1K -2,017 -7%
Morgan Stanley
41
Morgan Stanley
New York
$572K -$3.06M -142,877 -85%
AWCI
42
Alpine Woods Capital Investors
New York
$549K – – –
MAA
43
Managed Account Advisors
New Jersey
$516K -$70.8K -3,310 -13%
Swiss National Bank
44
Swiss National Bank
Switzerland
$511K -$33K -1,542 -6%
UR
45
USCA RIA
Texas
$506K -$231K -10,792 -33%
BG
46
BlackRock Group
United Kingdom
$458K +$223K +10,423 +106%
ACM
47
Ativo Capital Management
Illinois
$420K +$397K +18,553 New
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$410K – – –
VOYA Investment Management
49
VOYA Investment Management
Georgia
$382K – – –
MLICM
50
Metropolitan Life Insurance Company (MetLife)
New York
$381K – – –
1
2
3 4

SBSI Hedge Fund Activity: Q3 2013 in Review

87 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2013, worth a combined $162M — up 5% from $155M a quarter earlier.

Fund positioning in SBSI was balanced in Q3 2013: 6 funds opened new positions, 6 closed out, 29 added to existing stakes and 32 trimmed.

The largest buyer was James Investment Research, adding an estimated $2.19M. The largest seller was Morgan Stanley, cutting an estimated $3.06M.

  • 87 institutional investors held Southside Bancshares (SBSI) as of Q3 2013, down from 88 in Q2 2013.
  • Funds reported $162M of Southside Bancshares stock for Q3 2013, up 5% quarter-over-quarter.
  • 6 funds opened new Southside Bancshares positions in Q3 2013 and 6 closed out, a net change of 0 holders.
  • The largest Southside Bancshares buyer in Q3 2013 was James Investment Research, an estimated $2.19M added.
  • The largest Southside Bancshares seller in Q3 2013 was Morgan Stanley, an estimated $3.06M sold.

Based on aggregated 13F filings for Q3 2013.