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Southside Bancshares
SBSI

120 hedge funds and large institutions have $598M invested in Southside Bancshares in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 53 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

6% more capital invested

Capital invested by funds: $566M → $598M (+$32.5M)

2.68% more ownership

Funds ownership: 50.66% → 53.34% (+2.7%)

2% more funds holding

Funds holding: 118 → 120 (+2)

40% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 53

Holders
120
Holders Change
+2
Holders Change %
+1.69%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
32
Reduced
53
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$15.9M
2
Millennium Management
Millennium Management
New York
+$5.52M
3
Goldman Sachs
Goldman Sachs
New York
+$2.21M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.2M
5
ProShare Advisors
ProShare Advisors
Maryland
+$962K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$5.83M
2
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
-$4.74M
3
WC
Walthausen & Co
New York
-$2.79M
4
Bank of America
Bank of America
North Carolina
-$1.2M
5
State Street
State Street
Massachusetts
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
26
Brown Brothers Harriman & Co
New York
$2.4M – – –
PPA
27
Parametric Portfolio Associates
Washington
$2.18M -$373 -11 -0%
TA
28
Teachers Advisors
New York
$2.14M +$85.1K +2,509 +4%
Creative Planning
29
Creative Planning
Kansas
$2.1M -$1.12M -32,996 -34%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$2.06M -$365K -10,765 -15%
TCIM
31
TIAA CREF Investment Management
New York
$2.02M -$32K -945 -2%
PI
32
PineBridge Investments
New York
$1.93M -$84.3K -2,487 -4%
Prudential Financial
33
Prudential Financial
New Jersey
$1.71M -$77.6K -2,288 -4%
Swiss National Bank
34
Swiss National Bank
Switzerland
$1.71M +$57.6K +1,700 +3%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$1.63M -$105K -3,094 -6%
ASRS
36
Arizona State Retirement System
Arizona
$1.62M -$69.3K -2,044 -4%
CCG
37
Chatham Capital Group
Georgia
$1.55M +$13.4K +395 +0.9%
Morgan Stanley
38
Morgan Stanley
New York
$1.55M -$1.08M -31,989 -41%
AllianceBernstein
39
AllianceBernstein
Tennessee
$1.46M +$74.6K +2,200 +5%
Canada Life
40
Canada Life
Manitoba, Canada
$1.39M – – –
First Trust Advisors
41
First Trust Advisors
Illinois
$1.38M -$393K -11,599 -22%
Victory Capital Management
42
Victory Capital Management
Texas
$1.34M -$268K -7,906 -16%
STMM
43
South Texas Money Management
Texas
$1.21M – – –
Fisher Asset Management
44
Fisher Asset Management
Washington
$1.21M -$171K -5,045 -12%
Deutsche Bank
45
Deutsche Bank
Germany
$1.12M +$105K +3,095 +10%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$1.08M – – –
Comerica Bank
47
Comerica Bank
Texas
$1.07M -$27.2K -803 -2%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$1.05M +$803K +23,679 +303%
NGA
49
Naples Global Advisors
Florida
$986K +$1.7K +50 +0.2%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$981K +$2.37K +70 +0.2%
1
2
3 4 5

SBSI Hedge Fund Activity: Q1 2019 in Review

120 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2019, worth a combined $598M — up 5.8% from $566M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SBSI positions and 4 closed out — a net gain of 2 holders — while 32 added to existing stakes and 53 trimmed.

The largest buyer was Invesco, adding an estimated $15.9M. The largest seller was BlackRock, cutting an estimated $5.83M.

  • 120 institutional investors held Southside Bancshares (SBSI) as of Q1 2019, up from 118 in Q4 2018.
  • Funds reported $598M of Southside Bancshares stock for Q1 2019, up 5.8% quarter-over-quarter.
  • 6 funds opened new Southside Bancshares positions in Q1 2019 and 4 closed out, a net change of +2 holders.
  • The largest Southside Bancshares buyer in Q1 2019 was Invesco, an estimated $15.9M added.
  • The largest Southside Bancshares seller in Q1 2019 was BlackRock, an estimated $5.83M sold.

Based on aggregated 13F filings for Q1 2019.