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Southside Bancshares
SBSI

130 hedge funds and large institutions have $627M invested in Southside Bancshares in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 32

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

13% more capital invested

Capital invested by funds: $557M → $627M (+$70.9M)

4.24% more ownership

Funds ownership: 47.15% → 51.39% (+4.2%)

4% more funds holding

Funds holding: 125 → 130 (+5)

Holders
130
Holders Change
+5
Holders Change %
+4%
% of All Funds
2.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
55
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$21.8M
2
Renaissance Technologies
Renaissance Technologies
New York
+$4.47M
3
Millennium Management
Millennium Management
New York
+$3.23M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.19M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.94M

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$2.48M
2
SCA
Secor Capital Advisors
New York
-$1.93M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.61M
4
Deutsche Bank
Deutsche Bank
Germany
-$1.04M
5
Two Sigma Investments
Two Sigma Investments
New York
-$482K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$2.87M +$672K +18,995 +30%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$2.81M -$78K -2,207 -3%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$2.74M +$243K +6,873 +10%
BBHC
29
Brown Brothers Harriman & Co
New York
$2.51M – – –
Legal & General Group
30
Legal & General Group
United Kingdom
$2.46M +$535K +15,130 +27%
PI
31
PineBridge Investments
New York
$2.33M -$93.7K -2,650 -4%
SCA
32
Secor Capital Advisors
New York
$2.33M -$1.93M -54,665 -45%
PPA
33
Parametric Portfolio Associates
Washington
$2.23M +$228K +6,456 +11%
TCIM
34
TIAA CREF Investment Management
New York
$2.21M -$231K -6,543 -9%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$2.18M +$2.19M +61,980 +9,609%
TA
36
Teachers Advisors
New York
$2.15M +$72.9K +2,061 +3%
Prudential Financial
37
Prudential Financial
New Jersey
$1.9M +$262K +7,405 +16%
FNBOO
38
First National Bank of Omaha
Nebraska
$1.84M -$7.96K -225 -0.4%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$1.77M -$636 -18 -0%
Swiss National Bank
40
Swiss National Bank
Switzerland
$1.69M – – –
ASRS
41
Arizona State Retirement System
Arizona
$1.67M +$267K +7,540 +19%
Victory Capital Management
42
Victory Capital Management
Texas
$1.54M +$431K +12,191 +38%
AllianceBernstein
43
AllianceBernstein
Tennessee
$1.48M -$67.2K -1,900 -4%
Canada Life
44
Canada Life
Manitoba, Canada
$1.45M +$196K +5,529 +15%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$1.44M -$106K -3,003 -7%
CCG
46
Chatham Capital Group
Georgia
$1.44M – – –
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$1.29M – – –
STMM
48
South Texas Money Management
Texas
$1.27M – – –
Fisher Asset Management
49
Fisher Asset Management
Washington
$1.24M -$462K -13,071 -27%
Barclays
50
Barclays
United Kingdom
$1.23M +$877K +24,793 +235%
1
2
3 4 5

SBSI Hedge Fund Activity: Q3 2018 in Review

130 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2018, worth a combined $627M — up 13% from $557M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SBSI positions and 10 closed out — a net gain of 6 holders — while 55 added to existing stakes and 32 trimmed.

The largest buyer was BlackRock, adding an estimated $21.8M. The largest seller was Creative Planning, cutting an estimated $2.48M.

  • 130 institutional investors held Southside Bancshares (SBSI) as of Q3 2018, up from 125 in Q2 2018.
  • Funds reported $627M of Southside Bancshares stock for Q3 2018, up 13% quarter-over-quarter.
  • 16 funds opened new Southside Bancshares positions in Q3 2018 and 10 closed out, a net change of +6 holders.
  • The largest Southside Bancshares buyer in Q3 2018 was BlackRock, an estimated $21.8M added.
  • The largest Southside Bancshares seller in Q3 2018 was Creative Planning, an estimated $2.48M sold.

Based on aggregated 13F filings for Q3 2018.