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Southside Bancshares

106 hedge funds and large institutions have $321M invested in Southside Bancshares in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 47 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 28

0% more capital invested

Capital invested by funds: $319M → $321M (+$1.32M)

0% more funds holding

Funds holding: 106106 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

Holders
106
Holders Change
Holders Change %
0%
% of All Funds
2.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
47
Reduced
28
Closed
8
Calls
$211K
Puts
Net Calls
+$211K
Net Calls Change
+$109K
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$2.44M +$708K +28,067 +42%
BMCMI
27
Bryn Mawr Capital Management Inc
Pennsylvania
$2.4M +$2.36M +93,610 New
Charles Schwab
28
Charles Schwab
California
$2.3M +$417K +16,551 +23%
JP Morgan Chase
29
JP Morgan Chase
New York
$2.27M +$128K +5,077 +6%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$2.07M +$216K +8,566 +12%
GC
31
Guggenheim Capital
Illinois
$1.79M +$155K +6,145 +10%
Invesco
32
Invesco
Georgia
$1.73M +$292K +11,565 +21%
NFA
33
Nationwide Fund Advisors
Ohio
$1.59M -$50 -2 -0%
Prudential Financial
34
Prudential Financial
New Jersey
$1.49M -$365K -14,486 -20%
PPA
35
Parametric Portfolio Associates
Washington
$1.38M +$144K +5,716 +12%
AH
36
Achievement Holdings
Illinois
$1.38M +$1.36M +53,813 New
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$1.27M -$5.45K -216 -0.4%
TA
38
Teachers Advisors
New York
$1.08M +$2.9K +115 +0.3%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$1.07M -$22.4K -889 -2%
First Trust Advisors
40
First Trust Advisors
Illinois
$1.07M +$426K +16,907 +68%
UBS Group
41
UBS Group
Switzerland
$1.02M +$97.2K +3,855 +11%
STMM
42
South Texas Money Management
Texas
$932K
Swiss National Bank
43
Swiss National Bank
Switzerland
$930K +$117K +4,628 +15%
AllianceBernstein
44
AllianceBernstein
Tennessee
$826K
CS
45
Credit Suisse
Switzerland
$792K -$149K -5,912 -16%
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$716K -$261K -10,332 -27%
BG
47
BlackRock Group
United Kingdom
$692K +$46.9K +1,860 +7%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$664K -$941K -37,310 -59%
Comerica Bank
49
Comerica Bank
Texas
$657K -$627K -24,848 -49%
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$650K

SBSI Hedge Fund Activity: Q3 2015 in Review

106 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2015, worth a combined $321M — up 0.41% from $319M a quarter earlier.

Fund positioning in SBSI was balanced in Q3 2015: 8 funds opened new positions, 8 closed out, 47 added to existing stakes and 28 trimmed.

The largest buyer was Third Avenue Management, opening a new position worth an estimated $5.27M. The largest seller was Dean Investment Associates, exiting entirely with an estimated $1.54M sold.

  • 106 institutional investors held Southside Bancshares (SBSI) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $321M of Southside Bancshares stock for Q3 2015, up 0.41% quarter-over-quarter.
  • 8 funds opened new Southside Bancshares positions in Q3 2015 and 8 closed out, a net change of 0 holders.
  • The largest Southside Bancshares buyer in Q3 2015 was Third Avenue Management, an estimated $5.27M added.
  • The largest Southside Bancshares seller in Q3 2015 was Dean Investment Associates, an estimated $1.54M sold.

Based on aggregated 13F filings for Q3 2015.