Southside Bancshares
SBSI
106 hedge funds and large institutions have $270M invested in Southside Bancshares in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 20 reducing their positions, and 12 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 20
33% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 12
2% more funds holding
Funds holding: 104 → 106 (+2)
3% more capital invested
Capital invested by funds: $262M → $270M (+$8.53M)
59% less call options, than puts
Call options by funds: $601K | Put options by funds: $1.48M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LOM
Loeb Offshore Management
New York
|
+$7.81M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$6.75M |
| 3 |
Renaissance Technologies
New York
|
+$5.96M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.73M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$3.32M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$2.87M |
| 3 |
Goldman Sachs
New York
|
-$1.88M |
| 4 |
BUB
BBVA USA Bancshares
Houston,
Texas
|
-$1.21M |
| 5 |
EI
EAM Investors
Solana Beach,
California
|
-$1.09M |
SBSI Hedge Fund Activity: Q4 2014 in Review
106 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2014, worth a combined $270M — up 3.3% from $262M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SBSI positions and 12 closed out — a net gain of 4 holders — while 52 added to existing stakes and 20 trimmed.
The largest buyer was Loeb Offshore Management, opening a new position worth an estimated $7.81M. The largest seller was American Century Companies, cutting an estimated $3.32M.
- 106 institutional investors held Southside Bancshares (SBSI) as of Q4 2014, up from 104 in Q3 2014.
- Funds reported $270M of Southside Bancshares stock for Q4 2014, up 3.3% quarter-over-quarter.
- 16 funds opened new Southside Bancshares positions in Q4 2014 and 12 closed out, a net change of +4 holders.
- The largest Southside Bancshares buyer in Q4 2014 was Loeb Offshore Management, an estimated $7.81M added.
- The largest Southside Bancshares seller in Q4 2014 was American Century Companies, an estimated $3.32M sold.
Based on aggregated 13F filings for Q4 2014.