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Southside Bancshares
SBSI

150 hedge funds and large institutions have $536M invested in Southside Bancshares in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,567% more call options, than puts

Call options by funds: $50K | Put options by funds: $3K

9% more capital invested

Capital invested by funds: $490M → $536M (+$45.8M)

0.73% more ownership

Funds ownership: 55.92% → 56.65% (+0.73%)

4% less funds holding

Funds holding: 157 → 150 (-7)

34% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 67

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
150
Holders Change
-7
Holders Change %
-4.46%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
44
Reduced
67
Closed
20
Calls
$50K
Puts
$3K
Net Calls
+$47K
Net Calls Change
+$44K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.75M
2
Goldman Sachs
Goldman Sachs
New York
+$3.53M
3
BlackRock
BlackRock
New York
+$2.55M
4
State Street
State Street
Massachusetts
+$1.69M
5
BCM
Bridgeway Capital Management
Texas
+$1.26M

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$3.78M
2
PWG
Portside Wealth Group
Utah
-$3.56M
3
First Trust Advisors
First Trust Advisors
Illinois
-$3.04M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.75M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$2.42M -$3.78M -129,888 -63%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$2.4M -$172K -5,900 -7%
Two Sigma Investments
28
Two Sigma Investments
New York
$2.28M -$264K -9,059 -11%
BCM
29
Bridgeway Capital Management
Texas
$2.21M +$1.26M +43,402 +160%
KIM
30
Kestrel Investment Management
California
$2.2M -$483K -16,600 -19%
Fisher Asset Management
31
Fisher Asset Management
Washington
$1.92M -$108K -3,727 -6%
Barclays
32
Barclays
United Kingdom
$1.91M +$581K +19,980 +49%
EF
33
Empowered Funds
Pennsylvania
$1.9M +$972K +33,402 +123%
UBS Group
34
UBS Group
Switzerland
$1.87M +$818K +28,118 +89%
Public Sector Pension Investment Board (PSP Investments)
35
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.86M +$689K +23,686 +66%
HPIA
36
Hamilton Point Investment Advisors
North Carolina
$1.83M -$13.8K -476 -0.8%
Bank of America
37
Bank of America
North Carolina
$1.82M +$371K +12,744 +28%
Swiss National Bank
38
Swiss National Bank
Switzerland
$1.79M -$218K -7,500 -12%
AQR Capital Management
39
AQR Capital Management
Connecticut
$1.71M +$264K +9,059 +20%
BBHC
40
Brown Brothers Harriman & Co
New York
$1.51M – – –
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$1.46M -$1.08K -37 -0.1%
UBS AM
42
UBS AM
Illinois
$1.39M – – –
CCG
43
Chatham Capital Group
Georgia
$1.39M -$43.9K -1,508 -3%
Wells Fargo
44
Wells Fargo
California
$1.38M -$1.8K -62 -0.1%
PCM
45
Polaris Capital Management
Massachusetts
$1.35M +$189K +6,500 +18%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$1.33M -$22.8K -783 -2%
AllianceBernstein
47
AllianceBernstein
Tennessee
$1.22M -$72.1K -2,480 -6%
CS
48
Credit Suisse
Switzerland
$1.19M -$7.48K -257 -0.7%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$1.17M -$326K -11,200 -23%
Citigroup
50
Citigroup
New York
$1.12M +$367K +12,614 +54%
1
2
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SBSI Hedge Fund Activity: Q4 2023 in Review

150 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2023, worth a combined $536M — up 9.3% from $490M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SBSI and 13 opened new positions — a net loss of 7 holders — while 67 trimmed existing stakes and 44 added.

The largest buyer was Morgan Stanley, adding an estimated $8.75M. The largest seller was Nuveen, cutting an estimated $3.78M.

  • 150 institutional investors held Southside Bancshares (SBSI) as of Q4 2023, down from 157 in Q3 2023.
  • Funds reported $536M of Southside Bancshares stock for Q4 2023, up 9.3% quarter-over-quarter.
  • 13 funds opened new Southside Bancshares positions in Q4 2023 and 20 closed out, a net change of -7 holders.
  • The largest Southside Bancshares buyer in Q4 2023 was Morgan Stanley, an estimated $8.75M added.
  • The largest Southside Bancshares seller in Q4 2023 was Nuveen, an estimated $3.78M sold.

Based on aggregated 13F filings for Q4 2023.