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Southside Bancshares
SBSI

117 hedge funds and large institutions have $610M invested in Southside Bancshares in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 57 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 28

6% more capital invested

Capital invested by funds: $576M → $610M (+$33.7M)

0.2% more ownership

Funds ownership: 52.81% → 53% (+0.2%)

1% less funds holding

Funds holding: 118 → 117 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
117
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
2.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
57
Reduced
28
Closed
4
Calls
$611K
Puts
–
Net Calls
+$611K
Net Calls Change
+$611K

Top Buyers

1
Invesco
Invesco
Georgia
+$3.18M
2
Goldman Sachs
Goldman Sachs
New York
+$2.29M
3
BlackRock
BlackRock
New York
+$1.97M
4
Victory Capital Management
Victory Capital Management
Texas
+$1.91M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$831K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$3.08M
2
Millennium Management
Millennium Management
New York
-$2.81M
3
Creative Planning
Creative Planning
Kansas
-$2.61M
4
State Street
State Street
Massachusetts
-$1.36M
5
Canada Life
Canada Life
Manitoba, Canada
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$2.49M +$310K +9,331 +15%
BBHC
27
Brown Brothers Harriman & Co
New York
$2.46M – – –
FNF
28
Fidelity National Financial
Florida
$2.46M – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$2.15M +$21.2K +637 +1%
PPA
30
Parametric Portfolio Associates
Washington
$2.13M +$15.2K +457 +0.7%
Swiss National Bank
31
Swiss National Bank
Switzerland
$2.05M +$16.6K +500 +0.8%
Luther King Capital Management (LKCM)
32
Luther King Capital Management (LKCM)
Texas
$2M -$532K -16,001 -21%
First Trust Advisors
33
First Trust Advisors
Illinois
$1.91M -$232K -6,972 -11%
Bank of America
34
Bank of America
North Carolina
$1.78M -$410K -12,354 -19%
AllianceBernstein
35
AllianceBernstein
Tennessee
$1.77M -$191K -5,760 -10%
Prudential Financial
36
Prudential Financial
New Jersey
$1.72M -$23.3K -700 -1%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$1.7M +$19.8K +597 +1%
PI
38
PineBridge Investments
New York
$1.65M +$37.7K +1,136 +2%
CCG
39
Chatham Capital Group
Georgia
$1.55M -$9.97K -300 -0.7%
Fisher Asset Management
40
Fisher Asset Management
Washington
$1.43M – – –
ASRS
41
Arizona State Retirement System
Arizona
$1.27M -$396K -11,907 -24%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$1.26M -$201K -6,064 -14%
STMM
43
South Texas Money Management
Texas
$1.24M – – –
UBS Group
44
UBS Group
Switzerland
$1.23M +$665K +20,014 +124%
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
$1.13M +$831K +25,003 +308%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$1.12M +$6.64K +200 +0.6%
Barclays
47
Barclays
United Kingdom
$1.08M -$170K -5,106 -14%
Comerica Bank
48
Comerica Bank
Texas
$1.04M -$2.89K -87 -0.3%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$1.01M +$4.92K +148 +0.5%
NGA
50
Naples Global Advisors
Florida
$1M +$13.3K +400 +1%
1
2
3 4 5

SBSI Hedge Fund Activity: Q3 2019 in Review

117 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2019, worth a combined $610M — up 5.8% from $576M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SBSI and 3 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 57 added.

The largest buyer was Invesco, adding an estimated $3.18M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.08M sold.

  • 117 institutional investors held Southside Bancshares (SBSI) as of Q3 2019, down from 118 in Q2 2019.
  • Funds reported $610M of Southside Bancshares stock for Q3 2019, up 5.8% quarter-over-quarter.
  • 3 funds opened new Southside Bancshares positions in Q3 2019 and 4 closed out, a net change of -1 holder.
  • The largest Southside Bancshares buyer in Q3 2019 was Invesco, an estimated $3.18M added.
  • The largest Southside Bancshares seller in Q3 2019 was Citadel Advisors, an estimated $3.08M sold.

Based on aggregated 13F filings for Q3 2019.