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Southside Bancshares
SBSI

118 hedge funds and large institutions have $566M invested in Southside Bancshares in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 42

0.73% less ownership

Funds ownership: 51.39% → 50.66% (-0.73%)

9% less funds holding

Funds holding: 130 → 118 (-12)

10% less capital invested

Capital invested by funds: $627M → $566M (-$61.9M)

63% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 19

Holders
118
Holders Change
-12
Holders Change %
-9.23%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
45
Reduced
42
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$4.93M
2
BlackRock
BlackRock
New York
+$4.25M
3
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$3.9M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.76M
5
Creative Planning
Creative Planning
Kansas
+$2.47M

Top Sellers

Rank Fund Capital Flow
1
TCM
Tributary Capital Management
Nebraska
-$16.2M
2
Millennium Management
Millennium Management
New York
-$7.78M
3
SCA
Secor Capital Advisors
New York
-$2.33M
4
Morgan Stanley
Morgan Stanley
New York
-$2.06M
5
FNBOO
First National Bank of Omaha
Nebraska
-$1.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$2.41M -$1.13M -34,698 -31%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.31M +$332K +10,219 +16%
BBHC
28
Brown Brothers Harriman & Co
New York
$2.29M – – –
Legal & General Group
29
Legal & General Group
United Kingdom
$2.23M -$1.53K -47 -0.1%
PPA
30
Parametric Portfolio Associates
Washington
$2.08M +$51.8K +1,593 +2%
TCIM
31
TIAA CREF Investment Management
New York
$1.96M -$50K -1,536 -2%
TA
32
Teachers Advisors
New York
$1.96M – – –
PI
33
PineBridge Investments
New York
$1.92M -$209K -6,415 -10%
Bank of America
34
Bank of America
North Carolina
$1.88M +$1.41M +43,489 +276%
Prudential Financial
35
Prudential Financial
New Jersey
$1.71M -$26.6K -817 -1%
First Trust Advisors
36
First Trust Advisors
Illinois
$1.69M -$958K -29,454 -36%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$1.65M +$39.3K +1,209 +2%
ASRS
38
Arizona State Retirement System
Arizona
$1.62M +$99.2K +3,050 +6%
Swiss National Bank
39
Swiss National Bank
Switzerland
$1.57M +$32.5K +1,000 +2%
Victory Capital Management
40
Victory Capital Management
Texas
$1.54M +$131K +4,040 +9%
CCG
41
Chatham Capital Group
Georgia
$1.47M +$158K +4,857 +12%
AllianceBernstein
42
AllianceBernstein
Tennessee
$1.32M -$26K -800 -2%
Fisher Asset Management
43
Fisher Asset Management
Washington
$1.31M +$189K +5,814 +16%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$1.27M -$45.4K -1,396 -3%
Canada Life
45
Canada Life
Manitoba, Canada
$1.22M +$2.18K +67 +0.2%
STMM
46
South Texas Money Management
Texas
$1.16M – – –
CS
47
Credit Suisse
Switzerland
$1.11M +$155K +4,759 +16%
Comerica Bank
48
Comerica Bank
Texas
$1.11M -$1.4K -43 -0.1%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$1.03M -$143K -4,400 -12%
NGA
50
Naples Global Advisors
Florida
$1.01M +$169K +5,200 +21%
1
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SBSI Hedge Fund Activity: Q4 2018 in Review

118 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2018, worth a combined $566M — down 9.9% from $627M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of SBSI and 7 opened new positions — a net loss of 12 holders — while 42 trimmed existing stakes and 45 added.

The largest buyer was Vanguard Group, adding an estimated $4.93M. The largest seller was Tributary Capital Management, exiting entirely with an estimated $16.2M sold.

  • 118 institutional investors held Southside Bancshares (SBSI) as of Q4 2018, down from 130 in Q3 2018.
  • Funds reported $566M of Southside Bancshares stock for Q4 2018, down 9.9% quarter-over-quarter.
  • 7 funds opened new Southside Bancshares positions in Q4 2018 and 19 closed out, a net change of -12 holders.
  • The largest Southside Bancshares buyer in Q4 2018 was Vanguard Group, an estimated $4.93M added.
  • The largest Southside Bancshares seller in Q4 2018 was Tributary Capital Management, an estimated $16.2M sold.

Based on aggregated 13F filings for Q4 2018.