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Southside Bancshares

118 hedge funds and large institutions have $353M invested in Southside Bancshares in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

27% more capital invested

Capital invested by funds: $278M → $353M (+$74.6M)

20% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 44

6% more funds holding

Funds holding: 111118 (+7)

Holders
118
Holders Change
+7
Holders Change %
+6.31%
% of All Funds
3.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
53
Reduced
44
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Handelsinvest Investeringsforvaltning
Denmark
$2.4M
ProShare Advisors
27
ProShare Advisors
Maryland
$2.01M +$1.02M +37,500 +129%
CP
28
Clover Partners
Texas
$1.95M
Prudential Financial
29
Prudential Financial
New Jersey
$1.85M +$4.47K +164 +0.3%
Invesco
30
Invesco
Georgia
$1.74M -$331K -12,121 -17%
GC
31
Guggenheim Capital
Illinois
$1.66M -$189K -6,931 -11%
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$1.59M -$138K -5,056 -9%
NFA
33
Nationwide Fund Advisors
Ohio
$1.52M +$169K +6,186 +14%
FNBOO
34
First National Bank of Omaha
Nebraska
$1.47M -$44.9K -1,645 -3%
Swiss National Bank
35
Swiss National Bank
Switzerland
$1.45M +$117K +4,305 +10%
Wells Fargo
36
Wells Fargo
California
$1.39M +$389K +14,270 +45%
TA
37
Teachers Advisors
New York
$1.34M +$62.2K +2,280 +5%
CS
38
Credit Suisse
Switzerland
$1.31M -$133K -4,863 -10%
Deutsche Bank
39
Deutsche Bank
Germany
$1.26M +$10.1K +371 +0.9%
UBS Group
40
UBS Group
Switzerland
$1.16M +$231K +8,461 +28%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$1.15M -$240K -8,795 -19%
Creative Planning
42
Creative Planning
Kansas
$1.1M -$261K -9,582 -21%
STMM
43
South Texas Money Management
Texas
$1.1M +$27 +1 +0%
LSV Asset Management
44
LSV Asset Management
Illinois
$1.07M +$759K +27,824 +359%
BG
45
BlackRock Group
United Kingdom
$1.05M +$46.4K +1,700 +5%
AllianceBernstein
46
AllianceBernstein
Tennessee
$973K -$27 -1 -0%
Canada Life
47
Canada Life
Manitoba, Canada
$965K +$792K +29,027 +970%
PPA
48
Parametric Portfolio Associates
Washington
$868K +$92.8K +3,403 +13%
MERSOM
49
Municipal Employees' Retirement System of Michigan
Michigan
$863K +$524K +19,218 +205%
IPC
50
Independent Portfolio Consultants
Florida
$857K +$281K +10,307 +57%

SBSI Hedge Fund Activity: Q2 2016 in Review

118 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q2 2016, worth a combined $353M — up 27% from $278M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SBSI positions and 5 closed out — a net gain of 8 holders — while 53 added to existing stakes and 44 trimmed.

The largest buyer was Hancock Whitney, opening a new position worth an estimated $6.84M. The largest seller was Hutchin Hill Capital, exiting entirely with an estimated $7.88M sold.

  • 118 institutional investors held Southside Bancshares (SBSI) as of Q2 2016, up from 111 in Q1 2016.
  • Funds reported $353M of Southside Bancshares stock for Q2 2016, up 27% quarter-over-quarter.
  • 13 funds opened new Southside Bancshares positions in Q2 2016 and 5 closed out, a net change of +8 holders.
  • The largest Southside Bancshares buyer in Q2 2016 was Hancock Whitney, an estimated $6.84M added.
  • The largest Southside Bancshares seller in Q2 2016 was Hutchin Hill Capital, an estimated $7.88M sold.

Based on aggregated 13F filings for Q2 2016.