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Southside Bancshares
SBSI

124 hedge funds and large institutions have $503M invested in Southside Bancshares in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

30% more capital invested

Capital invested by funds: $388M → $503M (+$115M)

7% more funds holding

Funds holding: 116 → 124 (+8)

0.98% more ownership

Funds ownership: 48.13% → 49.12% (+0.98%)

14% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 44

Holders
124
Holders Change
+8
Holders Change %
+6.9%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
38
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.45M
2
Millennium Management
Millennium Management
New York
+$4.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.11M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.05M
5
TAM
Third Avenue Management
New York
+$907K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$3.03M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.57M
3
Invesco
Invesco
Georgia
-$1.17M
4
Squarepoint
Squarepoint
New York
-$948K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$694K
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
26
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.15M – – –
First Trust Advisors
27
First Trust Advisors
Illinois
$1.9M +$570K +19,792 +48%
Victory Capital Management
28
Victory Capital Management
Texas
$1.81M +$95.1K +3,306 +6%
AllianceBernstein
29
AllianceBernstein
Tennessee
$1.72M +$347K +12,064 +28%
PPA
30
Parametric Portfolio Associates
Washington
$1.62M +$65.6K +2,279 +5%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$1.54M +$237K +8,239 +20%
JP Morgan Chase
32
JP Morgan Chase
New York
$1.5M +$1.05M +36,507 +310%
BBHC
33
Brown Brothers Harriman & Co
New York
$1.49M – – –
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$1.48M -$21.6K -752 -2%
Citadel Advisors
35
Citadel Advisors
Florida
$1.48M +$300K +10,413 +28%
Luther King Capital Management (LKCM)
36
Luther King Capital Management (LKCM)
Texas
$1.43M -$163K -5,651 -11%
CCG
37
Chatham Capital Group
Georgia
$1.38M -$5.04K -175 -0.4%
CS
38
Credit Suisse
Switzerland
$1.34M +$290K +10,075 +30%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$1.16M +$573K +19,922 +113%
Goldman Sachs
40
Goldman Sachs
New York
$1.15M -$675K -23,463 -39%
UBS Group
41
UBS Group
Switzerland
$1.14M +$278K +9,674 +36%
Prudential Financial
42
Prudential Financial
New Jersey
$1.11M -$12.4K -430 -1%
Comerica Bank
43
Comerica Bank
Texas
$1.1M +$9.79K +340 +1%
Barclays
44
Barclays
United Kingdom
$1.08M -$93.2K -3,240 -9%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$1.07M – – –
UBS AM
46
UBS AM
Illinois
$1.06M – – –
Canada Life
47
Canada Life
Manitoba, Canada
$971K -$112K -3,889 -11%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$919K -$4.75K -165 -0.6%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$893K – – –
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$879K -$3.74K -130 -0.5%
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SBSI Hedge Fund Activity: Q4 2020 in Review

124 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2020, worth a combined $503M — up 30% from $388M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SBSI positions and 10 closed out — a net gain of 8 holders — while 38 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock, adding an estimated $5.45M. The largest seller was Renaissance Technologies, cutting an estimated $3.03M.

  • 124 institutional investors held Southside Bancshares (SBSI) as of Q4 2020, up from 116 in Q3 2020.
  • Funds reported $503M of Southside Bancshares stock for Q4 2020, up 30% quarter-over-quarter.
  • 18 funds opened new Southside Bancshares positions in Q4 2020 and 10 closed out, a net change of +8 holders.
  • The largest Southside Bancshares buyer in Q4 2020 was BlackRock, an estimated $5.45M added.
  • The largest Southside Bancshares seller in Q4 2020 was Renaissance Technologies, an estimated $3.03M sold.

Based on aggregated 13F filings for Q4 2020.