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Southside Bancshares
SBSI

145 hedge funds and large institutions have $556M invested in Southside Bancshares in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

5% more funds holding

Funds holding: 138 → 145 (+7)

0% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 51

0.39% less ownership

Funds ownership: 53.79% → 53.4% (-0.39%)

3% less capital invested

Capital invested by funds: $575M → $556M (-$18.8M)

46% less call options, than puts

Call options by funds: $27K | Put options by funds: $50K

Holders
145
Holders Change
+7
Holders Change %
+5.07%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
51
Reduced
51
Closed
9
Calls
$27K
Puts
$50K
Net Calls
-$23K
Net Calls Change
+$77K

Top Buyers

1
KIM
Kestrel Investment Management
California
+$3.71M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$2.97M
3
Millennium Management
Millennium Management
New York
+$2.56M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.41M
5
American Century Companies
American Century Companies
Missouri
+$2.26M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$9.38M
2
BlackRock
BlackRock
New York
-$2.6M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.51M
4
Invesco
Invesco
Georgia
-$1.73M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
26
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.7M +$2.97M +81,300 New
Legal & General Group
27
Legal & General Group
United Kingdom
$2.46M -$69.9K -1,916 -3%
Swiss National Bank
28
Swiss National Bank
Switzerland
$2.19M -$284K -7,800 -11%
Goldman Sachs
29
Goldman Sachs
New York
$2.11M +$429K +11,767 +23%
First Trust Advisors
30
First Trust Advisors
Illinois
$2.09M +$33.3K +913 +1%
State of New Jersey Common Pension Fund D
31
State of New Jersey Common Pension Fund D
New Jersey
$2.07M – – –
Fisher Asset Management
32
Fisher Asset Management
Washington
$2.02M -$230K -6,319 -9%
HPIA
33
Hamilton Point Investment Advisors
North Carolina
$1.97M +$21.3K +583 +1%
Bank of America
34
Bank of America
North Carolina
$1.85M -$258K -7,078 -11%
Public Sector Pension Investment Board (PSP Investments)
35
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.75M -$101K -2,777 -5%
CCG
36
Chatham Capital Group
Georgia
$1.61M +$1.2K +33 +0.1%
BBHC
37
Brown Brothers Harriman & Co
New York
$1.6M – – –
UBS AM
38
UBS AM
Illinois
$1.57M +$13.9K +380 +0.8%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$1.43M +$43.6K +1,196 +3%
Two Sigma Investments
40
Two Sigma Investments
New York
$1.4M +$476K +13,049 +45%
AllianceBernstein
41
AllianceBernstein
Tennessee
$1.38M -$164K -4,501 -10%
Tudor Investment Corp
42
Tudor Investment Corp
Connecticut
$1.36M -$881K -24,150 -37%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.31M +$1.44M +39,346 New
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$1.26M -$27.9K -766 -2%
CS
45
Credit Suisse
Switzerland
$1.23M +$37.3K +1,022 +3%
Wells Fargo
46
Wells Fargo
California
$1.22M +$208K +5,701 +18%
ETC
47
Exchange Traded Concepts
Oklahoma
$1.22M +$756K +20,730 +129%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$1.2M +$4.71K +129 +0.4%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$1.2M -$610K -16,728 -32%
WG
50
Winton Group
United Kingdom
$1.16M -$17.5K -479 -1%
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SBSI Hedge Fund Activity: Q1 2023 in Review

145 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2023, worth a combined $556M — down 3.3% from $575M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SBSI positions and 9 closed out — a net gain of 9 holders — while 51 added to existing stakes and 51 trimmed.

The largest buyer was Kestrel Investment Management, opening a new position worth an estimated $3.71M. The largest seller was Victory Capital Management, cutting an estimated $9.38M.

  • 145 institutional investors held Southside Bancshares (SBSI) as of Q1 2023, up from 138 in Q4 2022.
  • Funds reported $556M of Southside Bancshares stock for Q1 2023, down 3.3% quarter-over-quarter.
  • 18 funds opened new Southside Bancshares positions in Q1 2023 and 9 closed out, a net change of +9 holders.
  • The largest Southside Bancshares buyer in Q1 2023 was Kestrel Investment Management, an estimated $3.71M added.
  • The largest Southside Bancshares seller in Q1 2023 was Victory Capital Management, an estimated $9.38M sold.

Based on aggregated 13F filings for Q1 2023.