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Southside Bancshares
SBSI

89 hedge funds and large institutions have $164M invested in Southside Bancshares in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

2% more funds holding

Funds holding: 87 → 89 (+2)

1% more capital invested

Capital invested by funds: $162M → $164M (+$1.27M)

13% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 31

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JIR
James Investment Research
Ohio
+$1.64M
2
Renaissance Technologies
Renaissance Technologies
New York
+$1.29M
3
Morgan Stanley
Morgan Stanley
New York
+$751K
4
HW
Hancock Whitney
Mississippi
+$479K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$479K

Top Sellers

Rank Fund Capital Flow
1
BIT
BlackRock Institutional Trust
California
-$2.81M
2
LSV Asset Management
LSV Asset Management
Illinois
-$1.48M
3
MAA
Managed Account Advisors
New Jersey
-$516K
4
UR
USCA RIA
Texas
-$506K
5
Deutsche Bank
Deutsche Bank
Germany
-$492K
Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOO
26
First National Bank of Omaha
Nebraska
$1.04M -$10.2K -445 -1%
CS
27
Credit Suisse
Switzerland
$973K +$287K +12,489 +42%
State Board of Administration of Florida Retirement System
28
State Board of Administration of Florida Retirement System
Florida
$945K – – –
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$882K +$5.46K +238 +0.6%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$840K -$161K -7,001 -16%
STMM
31
South Texas Money Management
Texas
$838K – – –
AllianceBernstein
32
AllianceBernstein
Tennessee
$746K -$32.7K -1,424 -4%
NFA
33
Nationwide Fund Advisors
Ohio
$726K -$9.27K -404 -1%
TA
34
Teachers Advisors
New York
$717K +$40.6K +1,768 +6%
BCM
35
Bridgeway Capital Management
Texas
$688K – – –
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$646K -$42.2K -1,839 -6%
Prudential Financial
37
Prudential Financial
New Jersey
$607K -$2.73K -119 -0.4%
AWCI
38
Alpine Woods Capital Investors
New York
$559K – – –
First Trust Advisors
39
First Trust Advisors
Illinois
$542K -$205K -8,936 -28%
Swiss National Bank
40
Swiss National Bank
Switzerland
$521K – – –
Goldman Sachs
41
Goldman Sachs
New York
$504K -$124K -5,389 -20%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$480K +$479K +20,852 New
VRS
43
Virginia Retirement Systems
Virginia
$462K +$76.3K +3,322 +20%
Deutsche Bank
44
Deutsche Bank
Germany
$428K -$492K -21,450 -54%
ACM
45
Ativo Capital Management
Illinois
$427K -$23 -1 -0%
NCCM
46
Nine Chapters Capital Management
New Jersey
$410K +$409K +17,798 New
MLICM
47
Metropolitan Life Insurance Company (MetLife)
New York
$398K +$9.76K +425 +3%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$390K – – –
BA
49
BlackRock Advisors
Delaware
$326K +$5.49K +239 +2%
AIG
50
American International Group
New York
$324K -$3.24K -141 -1%
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SBSI Hedge Fund Activity: Q4 2013 in Review

89 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2013, worth a combined $164M — up 0.78% from $162M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SBSI positions and 7 closed out — a net gain of 2 holders — while 27 added to existing stakes and 31 trimmed.

The largest buyer was James Investment Research, adding an estimated $1.64M. The largest seller was BlackRock Institutional Trust, cutting an estimated $2.81M.

  • 89 institutional investors held Southside Bancshares (SBSI) as of Q4 2013, up from 87 in Q3 2013.
  • Funds reported $164M of Southside Bancshares stock for Q4 2013, up 0.78% quarter-over-quarter.
  • 9 funds opened new Southside Bancshares positions in Q4 2013 and 7 closed out, a net change of +2 holders.
  • The largest Southside Bancshares buyer in Q4 2013 was James Investment Research, an estimated $1.64M added.
  • The largest Southside Bancshares seller in Q4 2013 was BlackRock Institutional Trust, an estimated $2.81M sold.

Based on aggregated 13F filings for Q4 2013.