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Southside Bancshares

123 hedge funds and large institutions have $514M invested in Southside Bancshares in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

2% more funds holding

Funds holding: 121123 (+2)

6% less capital invested

Capital invested by funds: $549M → $514M (-$35.5M)

7.74% less ownership

Funds ownership: 51.35%43.61% (-7.7%)

Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
2.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
40
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$2.69M +$2.83M +80,000 New
PI
27
PineBridge Investments
New York
$2.63M +$618K +17,455 +29%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$2.5M -$87.1K -2,462 -3%
Deutsche Bank
29
Deutsche Bank
Germany
$2.46M +$1.29M +36,534 +100%
BBHC
30
Brown Brothers Harriman & Co
New York
$2.43M +$2.55M +72,186 New
Fisher Asset Management
31
Fisher Asset Management
Washington
$2.24M -$196K -5,533 -8%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$2.18M +$303K +8,556 +15%
Invesco
33
Invesco
Georgia
$2.06M -$193K -5,468 -8%
Citadel Advisors
34
Citadel Advisors
Florida
$2.02M +$404K +11,431 +23%
GCP
35
GSA Capital Partners
United Kingdom
$1.88M +$1.98M +55,875 New
FNBOO
36
First National Bank of Omaha
Nebraska
$1.81M -$884 -25 -0%
TA
37
Teachers Advisors
New York
$1.8M
Legal & General Group
38
Legal & General Group
United Kingdom
$1.69M +$9.23K +261 +0.5%
First Trust Advisors
39
First Trust Advisors
Illinois
$1.63M +$202K +5,697 +13%
PPA
40
Parametric Portfolio Associates
Washington
$1.6M +$78.4K +2,217 +5%
Swiss National Bank
41
Swiss National Bank
Switzerland
$1.57M
ASRS
42
Arizona State Retirement System
Arizona
$1.56M +$1.13M +32,071 +224%
Prudential Financial
43
Prudential Financial
New Jersey
$1.55M -$14.2K -400 -0.9%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$1.49M
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$1.47M -$29.7K -840 -2%
Millennium Management
46
Millennium Management
New York
$1.33M +$1.4M +39,579 New
CS
47
Credit Suisse
Switzerland
$1.3M -$321K -9,062 -19%
STMM
48
South Texas Money Management
Texas
$1.23M
Canada Life
49
Canada Life
Manitoba, Canada
$1.21M -$117K -3,302 -8%
AllianceBernstein
50
AllianceBernstein
Tennessee
$1.09M

SBSI Hedge Fund Activity: Q4 2017 in Review

123 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2017, worth a combined $514M — down 6.5% from $549M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SBSI positions and 14 closed out — a net gain of 2 holders — while 40 added to existing stakes and 35 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.62M. The largest seller was Hancock Whitney, exiting entirely with an estimated $9.05M sold.

  • 123 institutional investors held Southside Bancshares (SBSI) as of Q4 2017, up from 121 in Q3 2017.
  • Funds reported $514M of Southside Bancshares stock for Q4 2017, down 6.5% quarter-over-quarter.
  • 16 funds opened new Southside Bancshares positions in Q4 2017 and 14 closed out, a net change of +2 holders.
  • The largest Southside Bancshares buyer in Q4 2017 was Royal Bank of Canada, an estimated $3.62M added.
  • The largest Southside Bancshares seller in Q4 2017 was Hancock Whitney, an estimated $9.05M sold.

Based on aggregated 13F filings for Q4 2017.