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Southside Bancshares
SBSI

92 hedge funds and large institutions have $185M invested in Southside Bancshares in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 34 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

913% more call options, than puts

Call options by funds: $314K | Put options by funds: $31K

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

13% more capital invested

Capital invested by funds: $164M → $185M (+$21.5M)

3% more funds holding

Funds holding: 89 → 92 (+3)

9% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 34

Holders
92
Holders Change
+3
Holders Change %
+3.37%
% of All Funds
2.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
31
Reduced
34
Closed
4
Calls
$314K
Puts
$31K
Net Calls
+$283K
Net Calls Change
+$283K

Top Buyers

Rank Fund Capital Flow
1
HW
Hancock Whitney
Mississippi
+$1.14M
2
JIR
James Investment Research
Ohio
+$990K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$734K
4
HCM
Hodges Capital Management
Texas
+$528K
5
ProShare Advisors
ProShare Advisors
Maryland
+$515K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$5.92M
2
BIT
BlackRock Institutional Trust
California
-$1.21M
3
LSV Asset Management
LSV Asset Management
Illinois
-$677K
4
Northern Trust
Northern Trust
Illinois
-$559K
5
Two Sigma Investments
Two Sigma Investments
New York
-$317K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$1.18M -$5.92M -246,185 -85%
State Board of Administration of Florida Retirement System
27
State Board of Administration of Florida Retirement System
Florida
$1.08M – – –
Two Sigma Advisers
28
Two Sigma Advisers
New York
$1.06M +$89.1K +3,703 +10%
CS
29
Credit Suisse
Switzerland
$1.03M -$78K -3,242 -8%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$1.02M +$5.7K +237 +0.6%
STMM
31
South Texas Money Management
Texas
$962K – – –
Deutsche Bank
32
Deutsche Bank
Germany
$870K +$345K +14,326 +77%
Goldman Sachs
33
Goldman Sachs
New York
$844K +$242K +10,062 +46%
AllianceBernstein
34
AllianceBernstein
Tennessee
$831K -$22.7K -942 -3%
NFA
35
Nationwide Fund Advisors
Ohio
$824K -$8.57K -356 -1%
TA
36
Teachers Advisors
New York
$823K – – –
BCM
37
Bridgeway Capital Management
Texas
$781K -$7.44K -309 -1%
Swiss National Bank
38
Swiss National Bank
Switzerland
$736K +$126K +5,221 +23%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$718K -$21.9K -909 -3%
First Trust Advisors
40
First Trust Advisors
Illinois
$699K +$69.4K +2,882 +12%
Prudential Financial
41
Prudential Financial
New Jersey
$697K – – –
AWCI
42
Alpine Woods Capital Investors
New York
$642K – – –
HCM
43
Hodges Capital Management
Texas
$581K +$528K +21,951 New
ProShare Advisors
44
ProShare Advisors
Maryland
$566K +$515K +21,414 New
ACM
45
Ativo Capital Management
Illinois
$544K +$48.6K +2,018 +11%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$537K -$13.6K -564 -3%
Millennium Management
47
Millennium Management
New York
$536K +$174K +7,214 +55%
UBS AM
48
UBS AM
Illinois
$474K +$120K +4,983 +38%
CIC
49
Cornercap Investment Counsel
Georgia
$449K +$409K +16,980 New
VOYA Investment Management
50
VOYA Investment Management
Georgia
$447K – – –
1
2
3 4

SBSI Hedge Fund Activity: Q1 2014 in Review

92 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2014, worth a combined $185M — up 13% from $164M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SBSI positions and 4 closed out — a net gain of 4 holders — while 31 added to existing stakes and 34 trimmed.

The largest buyer was Hancock Whitney, adding an estimated $1.14M. The largest seller was Invesco, cutting an estimated $5.92M.

  • 92 institutional investors held Southside Bancshares (SBSI) as of Q1 2014, up from 89 in Q4 2013.
  • Funds reported $185M of Southside Bancshares stock for Q1 2014, up 13% quarter-over-quarter.
  • 8 funds opened new Southside Bancshares positions in Q1 2014 and 4 closed out, a net change of +4 holders.
  • The largest Southside Bancshares buyer in Q1 2014 was Hancock Whitney, an estimated $1.14M added.
  • The largest Southside Bancshares seller in Q1 2014 was Invesco, an estimated $5.92M sold.

Based on aggregated 13F filings for Q1 2014.