We are live on ! Find out more
SBSI icon

Southside Bancshares

154 hedge funds and large institutions have $604M invested in Southside Bancshares in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

9% more funds holding

Funds holding: 141154 (+13)

6% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 48

0.92% more ownership

Funds ownership: 52.26%53.18% (+0.92%)

4% less capital invested

Capital invested by funds: $628M → $604M (-$24.5M)

Holders
154
Holders Change
+13
Holders Change %
+9.22%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
51
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
26
TD Asset Management
Ontario, Canada
$3.05M +$1.39M +36,100 +74%
Legal & General Group
27
Legal & General Group
United Kingdom
$2.63M -$101K -2,622 -3%
Goldman Sachs
28
Goldman Sachs
New York
$2.61M +$41K +1,069 +1%
Swiss National Bank
29
Swiss National Bank
Switzerland
$2.56M
State of New Jersey Common Pension Fund D
30
State of New Jersey Common Pension Fund D
New Jersey
$2.21M +$2.4M +62,446 New
Fisher Asset Management
31
Fisher Asset Management
Washington
$2.18M
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$2.16M +$1.15M +30,065 +97%
Bank of America
33
Bank of America
North Carolina
$2.13M +$1.32M +34,439 +134%
HPIA
34
Hamilton Point Investment Advisors
North Carolina
$2.05M +$5.26K +137 +0.2%
Public Sector Pension Investment Board (PSP Investments)
35
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.98M -$137K -3,558 -6%
CCG
36
Chatham Capital Group
Georgia
$1.71M
BBHC
37
Brown Brothers Harriman & Co
New York
$1.7M
Tudor Investment Corp
38
Tudor Investment Corp
Connecticut
$1.68M +$937K +24,428 +105%
AllianceBernstein
39
AllianceBernstein
Tennessee
$1.63M -$7.56K -197 -0.4%
American Century Companies
40
American Century Companies
Missouri
$1.62M -$3.34K -87 -0.2%
UBS AM
41
UBS AM
Illinois
$1.47M -$118K -3,064 -7%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$1.36M -$35K -913 -2%
VOYA Investment Management
43
VOYA Investment Management
Georgia
$1.3M
Canada Life
44
Canada Life
Manitoba, Canada
$1.29M +$142K +3,710 +11%
UBS Group
45
UBS Group
Switzerland
$1.28M +$716K +18,669 +106%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$1.27M +$1.73K +45 +0.1%
Two Sigma Investments
47
Two Sigma Investments
New York
$1.16M -$214K -5,578 -15%
Wells Fargo
48
Wells Fargo
California
$1.13M +$54.2K +1,412 +5%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$1.11M -$1.23K -32 -0.1%
Prudential Financial
50
Prudential Financial
New Jersey
$1.11M -$67.7K -1,764 -5%

SBSI Hedge Fund Activity: Q3 2022 in Review

154 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2022, worth a combined $604M — down 3.9% from $628M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SBSI positions and 12 closed out — a net gain of 14 holders — while 51 added to existing stakes and 48 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $4.74M. The largest seller was Mesirow Financial Investment Management - Fixed Income, exiting entirely with an estimated $7M sold.

  • 154 institutional investors held Southside Bancshares (SBSI) as of Q3 2022, up from 141 in Q2 2022.
  • Funds reported $604M of Southside Bancshares stock for Q3 2022, down 3.9% quarter-over-quarter.
  • 26 funds opened new Southside Bancshares positions in Q3 2022 and 12 closed out, a net change of +14 holders.
  • The largest Southside Bancshares buyer in Q3 2022 was Citadel Advisors, an estimated $4.74M added.
  • The largest Southside Bancshares seller in Q3 2022 was Mesirow Financial Investment Management - Fixed Income, an estimated $7M sold.

Based on aggregated 13F filings for Q3 2022.