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Southside Bancshares
SBSI

116 hedge funds and large institutions have $376M invested in Southside Bancshares in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 44

6% more capital invested

Capital invested by funds: $353M → $376M (+$22.8M)

2% less funds holding

Funds holding: 118 → 116 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
3.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
49
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$13.1M
2
BFA
BlackRock Fund Advisors
California
+$4.08M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.89M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.38M
5
ProShare Advisors
ProShare Advisors
Maryland
+$925K

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$3.49M
2
PI
Putnam Investments
Massachusetts
-$2.38M
3
CP
Clover Partners
Texas
-$1.95M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.4M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$826K
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$2.59M -$335K -10,764 -12%
HI
27
Handelsinvest Investeringsforvaltning
Denmark
$2.5M – – –
Invesco
28
Invesco
Georgia
$2.02M +$202K +6,503 +11%
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$1.67M +$16K +513 +1%
FNBOO
30
First National Bank of Omaha
Nebraska
$1.65M +$119K +3,813 +8%
Prudential Financial
31
Prudential Financial
New Jersey
$1.5M -$424K -13,619 -22%
TA
32
Teachers Advisors
New York
$1.4M +$5.57K +179 +0.4%
Swiss National Bank
33
Swiss National Bank
Switzerland
$1.36M -$143K -4,613 -10%
UBS Group
34
UBS Group
Switzerland
$1.26M +$51.2K +1,647 +4%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$1.24M +$45.1K +1,450 +4%
Deutsche Bank
36
Deutsche Bank
Germany
$1.24M -$73K -2,346 -6%
NFA
37
Nationwide Fund Advisors
Ohio
$1.24M -$346K -11,115 -22%
CS
38
Credit Suisse
Switzerland
$1.19M -$178K -5,730 -13%
BG
39
BlackRock Group
United Kingdom
$1.18M +$84.6K +2,720 +8%
GC
40
Guggenheim Capital
Illinois
$1.16M -$560K -18,016 -33%
STMM
41
South Texas Money Management
Texas
$1.14M – – –
Wells Fargo
42
Wells Fargo
California
$1.11M -$326K -10,470 -23%
Canada Life
43
Canada Life
Manitoba, Canada
$1.06M +$59.7K +1,919 +6%
AllianceBernstein
44
AllianceBernstein
Tennessee
$1.01M +$93 +3 +0%
PPA
45
Parametric Portfolio Associates
Washington
$937K +$32.7K +1,053 +4%
MERSOM
46
Municipal Employees' Retirement System of Michigan
Michigan
$893K -$4.82K -155 -0.5%
IPC
47
Independent Portfolio Consultants
Florida
$877K -$14.7K -472 -2%
Creative Planning
48
Creative Planning
Kansas
$863K -$279K -8,983 -25%
Morgan Stanley
49
Morgan Stanley
New York
$817K +$162K +5,214 +25%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$814K – – –
1
2
3 4 5

SBSI Hedge Fund Activity: Q3 2016 in Review

116 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2016, worth a combined $376M — up 6.5% from $353M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SBSI and 6 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 49 added.

The largest buyer was Handelsbanken Fonder, opening a new position worth an estimated $13.1M. The largest seller was American Century Companies, cutting an estimated $3.49M.

  • 116 institutional investors held Southside Bancshares (SBSI) as of Q3 2016, down from 118 in Q2 2016.
  • Funds reported $376M of Southside Bancshares stock for Q3 2016, up 6.5% quarter-over-quarter.
  • 6 funds opened new Southside Bancshares positions in Q3 2016 and 8 closed out, a net change of -2 holders.
  • The largest Southside Bancshares buyer in Q3 2016 was Handelsbanken Fonder, an estimated $13.1M added.
  • The largest Southside Bancshares seller in Q3 2016 was American Century Companies, an estimated $3.49M sold.

Based on aggregated 13F filings for Q3 2016.