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Southside Bancshares
SBSI

120 hedge funds and large institutions have $681M invested in Southside Bancshares in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

12% more capital invested

Capital invested by funds: $610M → $681M (+$70.9M)

3% more funds holding

Funds holding: 117 → 120 (+3)

1.3% more ownership

Funds ownership: 53% → 54.3% (+1.3%)

Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
46
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$6.35M
2
BlackRock
BlackRock
New York
+$4.51M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.15M
4
State Street
State Street
Massachusetts
+$1.7M
5
Morgan Stanley
Morgan Stanley
New York
+$1.64M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$2.45M
2
Goldman Sachs
Goldman Sachs
New York
-$1.68M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.13M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.03M
5
Bank of America
Bank of America
North Carolina
-$663K
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$2.78M +$60.1K +1,700 +2%
BBHC
27
Brown Brothers Harriman & Co
New York
$2.68M – – –
FNF
28
Fidelity National Financial
Florida
$2.67M – – –
Public Sector Pension Investment Board (PSP Investments)
29
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.64M -$350K -9,900 -12%
Luther King Capital Management (LKCM)
30
Luther King Capital Management (LKCM)
Texas
$2.42M +$230K +6,515 +11%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.39M +$48K +1,359 +2%
PPA
32
Parametric Portfolio Associates
Washington
$2.39M +$66.1K +1,870 +3%
Swiss National Bank
33
Swiss National Bank
Switzerland
$2.28M +$42.4K +1,200 +2%
AllianceBernstein
34
AllianceBernstein
Tennessee
$1.97M +$33.6K +950 +2%
Prudential Financial
35
Prudential Financial
New Jersey
$1.85M -$18.4K -520 -1%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$1.82M -$35K -990 -2%
Barclays
37
Barclays
United Kingdom
$1.8M +$590K +16,707 +53%
PI
38
PineBridge Investments
New York
$1.72M -$75.5K -2,136 -4%
UBS Group
39
UBS Group
Switzerland
$1.7M +$341K +9,661 +27%
CCG
40
Chatham Capital Group
Georgia
$1.68M -$10.8K -306 -0.7%
Fisher Asset Management
41
Fisher Asset Management
Washington
$1.56M – – –
JP Morgan Chase
42
JP Morgan Chase
New York
$1.5M +$1.05M +29,857 +284%
Canada Life
43
Canada Life
Manitoba, Canada
$1.48M +$1.42M +40,244 New
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$1.35M +$1.29M +36,400 New
Bank of America
45
Bank of America
North Carolina
$1.24M -$663K -18,763 -36%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$1.15M +$44.9K +1,271 +4%
NGA
47
Naples Global Advisors
Florida
$1.1M +$7.95K +225 +0.8%
Citigroup
48
Citigroup
New York
$1.09M +$106K +2,995 +11%
Comerica Bank
49
Comerica Bank
Texas
$1.08M -$35 -1 -0%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$1.07M -$141K -4,000 -12%
1
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SBSI Hedge Fund Activity: Q4 2019 in Review

120 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2019, worth a combined $681M — up 12% from $610M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SBSI positions and 8 closed out — a net gain of 4 holders — while 46 added to existing stakes and 39 trimmed.

The largest buyer was Millennium Management, adding an estimated $6.35M. The largest seller was Renaissance Technologies, cutting an estimated $2.45M.

  • 120 institutional investors held Southside Bancshares (SBSI) as of Q4 2019, up from 117 in Q3 2019.
  • Funds reported $681M of Southside Bancshares stock for Q4 2019, up 12% quarter-over-quarter.
  • 12 funds opened new Southside Bancshares positions in Q4 2019 and 8 closed out, a net change of +4 holders.
  • The largest Southside Bancshares buyer in Q4 2019 was Millennium Management, an estimated $6.35M added.
  • The largest Southside Bancshares seller in Q4 2019 was Renaissance Technologies, an estimated $2.45M sold.

Based on aggregated 13F filings for Q4 2019.