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Southside Bancshares
SBSI

121 hedge funds and large institutions have $549M invested in Southside Bancshares in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 58 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 32

4% more capital invested

Capital invested by funds: $528M → $549M (+$21.5M)

0.19% less ownership

Funds ownership: 51.54% → 51.35% (-0.19%)

4% less funds holding

Funds holding: 126 → 121 (-5)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
3.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
58
Reduced
32
Closed
11
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$100K

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.55M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.95M
3
BlackRock
BlackRock
New York
+$1.33M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.29M
5
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
+$1.15M

Top Sellers

1
WC
Walthausen & Co
New York
-$2.51M
2
Creative Planning
Creative Planning
Kansas
-$2M
3
Goldman Sachs
Goldman Sachs
New York
-$1.85M
4
PI
Putnam Investments
Massachusetts
-$1.54M
5
State Street
State Street
Massachusetts
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$2.42M +$85.2K +2,511 +4%
Goldman Sachs
27
Goldman Sachs
New York
$2.27M -$1.85M -54,431 -47%
PI
28
PineBridge Investments
New York
$2.21M +$4.96K +146 +0.2%
Morgan Stanley
29
Morgan Stanley
New York
$2.13M +$45.9K +1,352 +2%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$2.04M +$57.6K +1,696 +3%
FNBOO
31
First National Bank of Omaha
Nebraska
$1.95M +$20.7K +609 +1%
TA
32
Teachers Advisors
New York
$1.95M -$24.5K -721 -1%
Legal & General Group
33
Legal & General Group
United Kingdom
$1.82M +$34.1K +1,005 +2%
Citadel Advisors
34
Citadel Advisors
Florida
$1.77M +$113K +3,315 +7%
CS
35
Credit Suisse
Switzerland
$1.73M +$452K +13,304 +39%
Swiss National Bank
36
Swiss National Bank
Switzerland
$1.7M – – –
Prudential Financial
37
Prudential Financial
New Jersey
$1.69M +$11.3K +332 +0.7%
PPA
38
Parametric Portfolio Associates
Washington
$1.65M +$125K +3,671 +9%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$1.62M -$156K -4,599 -9%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$1.61M +$1.29M +37,936 +590%
First Trust Advisors
41
First Trust Advisors
Illinois
$1.55M -$276K -8,123 -16%
Bank of America
42
Bank of America
North Carolina
$1.48M -$73.7K -2,173 -5%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$1.47M +$1.06M +31,229 +343%
Canada Life
44
Canada Life
Manitoba, Canada
$1.41M +$34 +1 +0%
Deutsche Bank
45
Deutsche Bank
Germany
$1.33M -$244K -7,195 -16%
STMM
46
South Texas Money Management
Texas
$1.32M – – –
AllianceBernstein
47
AllianceBernstein
Tennessee
$1.17M +$26.8K +789 +3%
PI
48
Putnam Investments
Massachusetts
$1.16M -$1.54M -45,523 -59%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$1.13M – – –
Comerica Bank
50
Comerica Bank
Texas
$1.04M +$18.2K +537 +2%
1
2
3 4 5

SBSI Hedge Fund Activity: Q3 2017 in Review

121 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2017, worth a combined $549M — up 4.1% from $528M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SBSI and 8 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 58 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $2.55M. The largest seller was Walthausen & Co, cutting an estimated $2.51M.

  • 121 institutional investors held Southside Bancshares (SBSI) as of Q3 2017, down from 126 in Q2 2017.
  • Funds reported $549M of Southside Bancshares stock for Q3 2017, up 4.1% quarter-over-quarter.
  • 8 funds opened new Southside Bancshares positions in Q3 2017 and 11 closed out, a net change of -3 holders.
  • The largest Southside Bancshares buyer in Q3 2017 was Dimensional Fund Advisors, an estimated $2.55M added.
  • The largest Southside Bancshares seller in Q3 2017 was Walthausen & Co, an estimated $2.51M sold.

Based on aggregated 13F filings for Q3 2017.