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Southside Bancshares
SBSI

134 hedge funds and large institutions have $631M invested in Southside Bancshares in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

10% more funds holding

Funds holding: 122 → 134 (+12)

0.4% more ownership

Funds ownership: 50.47% → 50.87% (+0.4%)

1% less capital invested

Capital invested by funds: $635M → $631M (-$4.33M)

29% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 51

Holders
134
Holders Change
+12
Holders Change %
+9.84%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
36
Reduced
51
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$5.57M
2
State Street
State Street
Massachusetts
+$4.36M
3
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$3.38M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$2.38M
5
Morgan Stanley
Morgan Stanley
New York
+$1.72M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$4.79M
2
Renaissance Technologies
Renaissance Technologies
New York
-$3.72M
3
BlackRock
BlackRock
New York
-$3.04M
4
FNF
Fidelity National Financial
Florida
-$2.77M
5
ProShare Advisors
ProShare Advisors
Maryland
-$2.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$2.48M +$841K +20,619 +47%
Public Sector Pension Investment Board (PSP Investments)
27
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.46M -$15.5K -379 -0.6%
PPA
28
Parametric Portfolio Associates
Washington
$2.4M +$299K +7,328 +13%
First Trust Advisors
29
First Trust Advisors
Illinois
$2.28M -$1.3M -31,846 -35%
State of New Jersey Common Pension Fund D
30
State of New Jersey Common Pension Fund D
New Jersey
$2.23M +$2.38M +58,433 New
Citadel Advisors
31
Citadel Advisors
Florida
$2.12M -$652K -15,989 -22%
CCG
32
Chatham Capital Group
Georgia
$1.84M +$245 +6 +0%
Barclays
33
Barclays
United Kingdom
$1.78M -$173K -4,240 -8%
Bank of America
34
Bank of America
North Carolina
$1.68M -$1.6M -39,113 -47%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$1.65M -$186K -4,571 -10%
HPIA
36
Hamilton Point Investment Advisors
North Carolina
$1.57M +$1.67M +40,962 New
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$1.54M +$1.65M +40,383 New
Prudential Financial
38
Prudential Financial
New Jersey
$1.5M -$66.9K -1,640 -4%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$1.48M -$346K -8,490 -18%
UBS AM
40
UBS AM
Illinois
$1.39M +$90.9K +2,228 +7%
UBS Group
41
UBS Group
Switzerland
$1.37M +$145K +3,557 +11%
TD Asset Management
42
TD Asset Management
Ontario, Canada
$1.37M +$53K +1,300 +4%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$1.33M -$2.24K -55 -0.2%
Millennium Management
44
Millennium Management
New York
$1.19M +$1.27M +31,231 New
Citigroup
45
Citigroup
New York
$1.19M +$588K +14,406 +86%
CS
46
Credit Suisse
Switzerland
$1.19M -$92.6K -2,270 -7%
ZIM
47
Zacks Investment Management
Illinois
$1.16M +$81.4K +1,996 +7%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$1.15M -$937K -22,976 -43%
Wells Fargo
49
Wells Fargo
California
$1.1M +$206K +5,060 +21%
Comerica Bank
50
Comerica Bank
Texas
$1.06M -$97.1K -2,380 -8%
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SBSI Hedge Fund Activity: Q2 2021 in Review

134 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q2 2021, worth a combined $631M — down 0.68% from $635M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SBSI positions and 9 closed out — a net gain of 13 holders — while 36 added to existing stakes and 51 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.57M. The largest seller was Invesco, cutting an estimated $4.79M.

  • 134 institutional investors held Southside Bancshares (SBSI) as of Q2 2021, up from 122 in Q1 2021.
  • Funds reported $631M of Southside Bancshares stock for Q2 2021, down 0.68% quarter-over-quarter.
  • 22 funds opened new Southside Bancshares positions in Q2 2021 and 9 closed out, a net change of +13 holders.
  • The largest Southside Bancshares buyer in Q2 2021 was Goldman Sachs, an estimated $5.57M added.
  • The largest Southside Bancshares seller in Q2 2021 was Invesco, an estimated $4.79M sold.

Based on aggregated 13F filings for Q2 2021.