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Southside Bancshares
SBSI

127 hedge funds and large institutions have $458M invested in Southside Bancshares in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

9% more funds holding

Funds holding: 116 → 127 (+11)

2.99% less ownership

Funds ownership: 53.08% → 50.09% (-3%)

16% less capital invested

Capital invested by funds: $546M → $458M (-$87.6M)

39% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 51

Holders
127
Holders Change
+11
Holders Change %
+9.48%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
31
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
+$3.96M
2
Millennium Management
Millennium Management
New York
+$3.27M
3
First Trust Advisors
First Trust Advisors
Illinois
+$1.55M
4
Squarepoint
Squarepoint
New York
+$1.34M
5
State Street
State Street
Massachusetts
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$16.6M
2
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
-$16.2M
3
HI
Handelsinvest Investeringsforvaltning
Denmark
-$5.47M
4
Victory Capital Management
Victory Capital Management
Texas
-$5.01M
5
BlackRock
BlackRock
New York
-$3.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
26
Brown Brothers Harriman & Co
New York
$2M – – –
FNF
27
Fidelity National Financial
Florida
$2M – – –
Swiss National Bank
28
Swiss National Bank
Switzerland
$1.99M +$270K +9,500 +15%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$1.94M -$38.7K -1,363 -2%
Public Sector Pension Investment Board (PSP Investments)
30
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.92M -$48.3K -1,700 -2%
Luther King Capital Management (LKCM)
31
Luther King Capital Management (LKCM)
Texas
$1.44M -$169K -5,938 -10%
Victory Capital Management
32
Victory Capital Management
Texas
$1.41M -$5.01M -176,486 -78%
PPA
33
Parametric Portfolio Associates
Washington
$1.41M -$644K -22,673 -31%
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$1.34M – – –
Squarepoint
35
Squarepoint
New York
$1.31M +$1.34M +47,342 New
CCG
36
Chatham Capital Group
Georgia
$1.24M +$7.3K +257 +0.6%
AllianceBernstein
37
AllianceBernstein
Tennessee
$1.2M -$45.4K -1,600 -4%
Canada Life
38
Canada Life
Manitoba, Canada
$1.09M -$44.1K -1,551 -4%
Prudential Financial
39
Prudential Financial
New Jersey
$1.02M -$365K -12,860 -26%
Two Sigma Investments
40
Two Sigma Investments
New York
$987K +$1.01M +35,614 New
UBS AM
41
UBS AM
Illinois
$945K +$245K +8,632 +34%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$923K – – –
CS
43
Credit Suisse
Switzerland
$917K +$278K +9,782 +42%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$911K -$35.5K -1,250 -4%
Comerica Bank
45
Comerica Bank
Texas
$908K +$55.7K +1,960 +6%
CSS
46
Cubist Systematic Strategies
Connecticut
$888K +$910K +32,044 New
Fisher Asset Management
47
Fisher Asset Management
Washington
$853K -$160K -5,620 -15%
Barclays
48
Barclays
United Kingdom
$817K +$95.2K +3,353 +13%
SOADOR
49
State of Alaska Department of Revenue
Alaska
$811K -$4.83K -170 -0.6%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$798K – – –
1
2
3 4 5

SBSI Hedge Fund Activity: Q2 2020 in Review

127 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q2 2020, worth a combined $458M — down 16% from $546M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SBSI positions and 12 closed out — a net gain of 12 holders — while 31 added to existing stakes and 51 trimmed.

The largest buyer was Maltese Capital Management, opening a new position worth an estimated $3.96M. The largest seller was Invesco, cutting an estimated $16.6M.

  • 127 institutional investors held Southside Bancshares (SBSI) as of Q2 2020, up from 116 in Q1 2020.
  • Funds reported $458M of Southside Bancshares stock for Q2 2020, down 16% quarter-over-quarter.
  • 24 funds opened new Southside Bancshares positions in Q2 2020 and 12 closed out, a net change of +12 holders.
  • The largest Southside Bancshares buyer in Q2 2020 was Maltese Capital Management, an estimated $3.96M added.
  • The largest Southside Bancshares seller in Q2 2020 was Invesco, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2020.