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Southside Bancshares
SBSI

127 hedge funds and large institutions have $626M invested in Southside Bancshares in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.65% less ownership

Funds ownership: 50.87% → 50.22% (-0.65%)

1% less capital invested

Capital invested by funds: $631M → $626M (-$5.1M)

5% less funds holding

Funds holding: 134 → 127 (-7)

13% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 48

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

Holders
127
Holders Change
-7
Holders Change %
-5.22%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
42
Reduced
48
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$9.95M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$2.43M
3
SG Americas Securities
SG Americas Securities
New York
+$1.44M
4
Wells Fargo
Wells Fargo
California
+$1.09M
5
Bank of America
Bank of America
North Carolina
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$7.35M
2
JP Morgan Chase
JP Morgan Chase
New York
-$3.23M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.59M
4
State Street
State Street
Massachusetts
-$1.58M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of New Jersey Common Pension Fund D
26
State of New Jersey Common Pension Fund D
New Jersey
$2.77M +$507K +13,779 +24%
Swiss National Bank
27
Swiss National Bank
Switzerland
$2.64M – – –
Public Sector Pension Investment Board (PSP Investments)
28
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.53M +$58.1K +1,579 +2%
AQR Capital Management
29
AQR Capital Management
Connecticut
$2.52M -$217K -5,885 -8%
Wells Fargo
30
Wells Fargo
California
$2.23M +$1.09M +29,616 +103%
CCG
31
Chatham Capital Group
Georgia
$1.82M -$19.1K -520 -1%
AllianceBernstein
32
AllianceBernstein
Tennessee
$1.8M -$654K -17,771 -27%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$1.63M -$24K -653 -2%
HPIA
34
Hamilton Point Investment Advisors
North Carolina
$1.6M +$28.3K +770 +2%
Barclays
35
Barclays
United Kingdom
$1.58M -$203K -5,521 -12%
Prudential Financial
36
Prudential Financial
New Jersey
$1.53M +$33.5K +911 +2%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$1.51M +$28.9K +784 +2%
SG Americas Securities
38
SG Americas Securities
New York
$1.5M +$1.44M +39,159 New
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$1.44M -$103K -2,809 -7%
TD Asset Management
40
TD Asset Management
Ontario, Canada
$1.44M -$14.7K -400 -1%
UBS Group
41
UBS Group
Switzerland
$1.41M +$35.4K +963 +3%
UBS AM
42
UBS AM
Illinois
$1.4M +$13.2K +358 +1%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$1.33M +$736 +20 +0.1%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$1.31M +$746K +20,265 +145%
Comerica Bank
45
Comerica Bank
Texas
$1.15M +$20.1K +547 +2%
CS
46
Credit Suisse
Switzerland
$1.13M -$60.2K -1,637 -5%
Canada Life
47
Canada Life
Manitoba, Canada
$1.09M +$55.6K +1,512 +6%
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$1.02M – – –
Luther King Capital Management (LKCM)
49
Luther King Capital Management (LKCM)
Texas
$1.02M -$3.68K -100 -0.4%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$1.01M -$132K -3,574 -12%
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SBSI Hedge Fund Activity: Q3 2021 in Review

127 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2021, worth a combined $626M — down 0.81% from $631M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SBSI and 10 opened new positions — a net loss of 7 holders — while 48 trimmed existing stakes and 42 added.

The largest buyer was Vanguard Group, adding an estimated $9.95M. The largest seller was Goldman Sachs, cutting an estimated $7.35M.

  • 127 institutional investors held Southside Bancshares (SBSI) as of Q3 2021, down from 134 in Q2 2021.
  • Funds reported $626M of Southside Bancshares stock for Q3 2021, down 0.81% quarter-over-quarter.
  • 10 funds opened new Southside Bancshares positions in Q3 2021 and 17 closed out, a net change of -7 holders.
  • The largest Southside Bancshares buyer in Q3 2021 was Vanguard Group, an estimated $9.95M added.
  • The largest Southside Bancshares seller in Q3 2021 was Goldman Sachs, an estimated $7.35M sold.

Based on aggregated 13F filings for Q3 2021.