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Southside Bancshares
SBSI

116 hedge funds and large institutions have $388M invested in Southside Bancshares in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

1.96% less ownership

Funds ownership: 50.09% → 48.13% (-2%)

9% less funds holding

Funds holding: 127 → 116 (-11)

15% less capital invested

Capital invested by funds: $458M → $388M (-$70M)

63% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 16

Holders
116
Holders Change
-11
Holders Change %
-8.66%
% of All Funds
2.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
41
Reduced
39
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$2.11M
2
ProShare Advisors
ProShare Advisors
Maryland
+$769K
3
DTL
Dynamic Technology Lab
Singapore
+$712K
4
Citadel Advisors
Citadel Advisors
Florida
+$696K
5
TAM
Third Avenue Management
New York
+$643K

Top Sellers

1
Millennium Management
Millennium Management
New York
-$5.58M
2
MCM
Maltese Capital Management
New York
-$3.87M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.89M
4
State Street
State Street
Massachusetts
-$1.87M
5
First Trust Advisors
First Trust Advisors
Illinois
-$1.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.48M -$735K -27,195 -31%
Victory Capital Management
27
Victory Capital Management
Texas
$1.34M +$113K +4,173 +8%
Luther King Capital Management (LKCM)
28
Luther King Capital Management (LKCM)
Texas
$1.27M – – –
PPA
29
Parametric Portfolio Associates
Washington
$1.22M -$20.2K -747 -1%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$1.18M – – –
Squarepoint
31
Squarepoint
New York
$1.18M +$27.1K +1,003 +2%
BBHC
32
Brown Brothers Harriman & Co
New York
$1.18M -$650K -24,057 -33%
CCG
33
Chatham Capital Group
Georgia
$1.09M -$999 -37 -0.1%
AllianceBernstein
34
AllianceBernstein
Tennessee
$1.06M +$2.97K +110 +0.3%
First Trust Advisors
35
First Trust Advisors
Illinois
$1.01M -$1.81M -67,009 -62%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$1.01M +$414K +15,342 +59%
Barclays
37
Barclays
United Kingdom
$930K +$232K +8,602 +29%
Citadel Advisors
38
Citadel Advisors
Florida
$908K +$696K +25,760 +226%
Comerica Bank
39
Comerica Bank
Texas
$894K -$5.56K -206 -0.6%
Prudential Financial
40
Prudential Financial
New Jersey
$888K -$11.3K -420 -1%
Canada Life
41
Canada Life
Manitoba, Canada
$859K -$113K -4,182 -11%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$845K – – –
UBS AM
43
UBS AM
Illinois
$833K – – –
CS
44
Credit Suisse
Switzerland
$812K +$3.62K +134 +0.4%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$728K -$82.7K -3,063 -9%
TPSF
46
Texas Permanent School Fund
Texas
$716K +$130K +4,795 +20%
SOADOR
47
State of Alaska Department of Revenue
Alaska
$714K -$270 -10 -0%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$703K – – –
State Board of Administration of Florida Retirement System
49
State Board of Administration of Florida Retirement System
Florida
$695K – – –
UBS Group
50
UBS Group
Switzerland
$658K -$36.3K -1,343 -5%
1
2
3 4 5

SBSI Hedge Fund Activity: Q3 2020 in Review

116 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2020, worth a combined $388M — down 15% from $458M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of SBSI and 6 opened new positions — a net loss of 10 holders — while 39 trimmed existing stakes and 41 added.

The largest buyer was Invesco, adding an estimated $2.11M. The largest seller was Millennium Management, cutting an estimated $5.58M.

  • 116 institutional investors held Southside Bancshares (SBSI) as of Q3 2020, down from 127 in Q2 2020.
  • Funds reported $388M of Southside Bancshares stock for Q3 2020, down 15% quarter-over-quarter.
  • 6 funds opened new Southside Bancshares positions in Q3 2020 and 16 closed out, a net change of -10 holders.
  • The largest Southside Bancshares buyer in Q3 2020 was Invesco, an estimated $2.11M added.
  • The largest Southside Bancshares seller in Q3 2020 was Millennium Management, an estimated $5.58M sold.

Based on aggregated 13F filings for Q3 2020.