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Southside Bancshares
SBSI

122 hedge funds and large institutions have $635M invested in Southside Bancshares in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $503M → $635M (+$132M)

1.35% more ownership

Funds ownership: 49.12% → 50.47% (+1.4%)

0% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 41

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 124 → 122 (-2)

Holders
122
Holders Change
-2
Holders Change %
-1.61%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
41
Reduced
41
Closed
17
Calls
$212K
Puts
–
Net Calls
+$212K
Net Calls Change
+$212K

Top Buyers

1
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$5.67M
2
State Street
State Street
Massachusetts
+$5.35M
3
Goldman Sachs
Goldman Sachs
New York
+$3.98M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.49M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.41M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$5.09M
2
Millennium Management
Millennium Management
New York
-$4.83M
3
Northern Trust
Northern Trust
Illinois
-$3.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.9M
5
Creative Planning
Creative Planning
Kansas
-$2.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$2.85M +$2.02M +56,921 +336%
FNF
27
Fidelity National Financial
Florida
$2.77M – – –
Swiss National Bank
28
Swiss National Bank
Switzerland
$2.77M +$31.9K +900 +1%
Citadel Advisors
29
Citadel Advisors
Florida
$2.75M +$843K +23,786 +50%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$2.5M -$211K -5,940 -8%
Public Sector Pension Investment Board (PSP Investments)
31
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.5M -$163K -4,600 -7%
PPA
32
Parametric Portfolio Associates
Washington
$2.14M +$115K +3,254 +6%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$2.04M +$120K +3,390 +7%
Barclays
34
Barclays
United Kingdom
$1.96M +$572K +16,125 +46%
CCG
35
Chatham Capital Group
Georgia
$1.85M +$131K +3,704 +8%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$1.84M – – –
VOYA Investment Management
37
VOYA Investment Management
Georgia
$1.82M +$344K +9,699 +26%
AllianceBernstein
38
AllianceBernstein
Tennessee
$1.71M -$396K -11,170 -20%
Prudential Financial
39
Prudential Financial
New Jersey
$1.57M +$172K +4,850 +13%
TD Asset Management
40
TD Asset Management
Ontario, Canada
$1.41M +$755K +21,300 +139%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$1.34M +$13.7K +386 +1%
UBS AM
42
UBS AM
Illinois
$1.31M – – –
CS
43
Credit Suisse
Switzerland
$1.28M -$352K -9,930 -23%
Comerica Bank
44
Comerica Bank
Texas
$1.27M -$57.3K -1,616 -5%
UBS Group
45
UBS Group
Switzerland
$1.24M -$153K -4,330 -12%
Luther King Capital Management (LKCM)
46
Luther King Capital Management (LKCM)
Texas
$1.13M -$603K -17,000 -37%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$1.11M – – –
ZIM
48
Zacks Investment Management
Illinois
$1.09M +$1.01M +28,424 New
State Board of Administration of Florida Retirement System
49
State Board of Administration of Florida Retirement System
Florida
$1.06M -$25.2K -710 -3%
Canada Life
50
Canada Life
Manitoba, Canada
$1.05M -$139K -3,924 -13%
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SBSI Hedge Fund Activity: Q1 2021 in Review

122 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2021, worth a combined $635M — up 26% from $503M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SBSI and 16 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 41 added.

The largest buyer was Mesirow Financial Investment Management - Fixed Income, opening a new position worth an estimated $5.67M. The largest seller was Renaissance Technologies, cutting an estimated $5.09M.

  • 122 institutional investors held Southside Bancshares (SBSI) as of Q1 2021, down from 124 in Q4 2020.
  • Funds reported $635M of Southside Bancshares stock for Q1 2021, up 26% quarter-over-quarter.
  • 16 funds opened new Southside Bancshares positions in Q1 2021 and 17 closed out, a net change of -1 holder.
  • The largest Southside Bancshares buyer in Q1 2021 was Mesirow Financial Investment Management - Fixed Income, an estimated $5.67M added.
  • The largest Southside Bancshares seller in Q1 2021 was Renaissance Technologies, an estimated $5.09M sold.

Based on aggregated 13F filings for Q1 2021.