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Southside Bancshares
SBSI

160 hedge funds and large institutions have $484M invested in Southside Bancshares in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

12% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 51

7% more funds holding

Funds holding: 150 → 160 (+10)

1.92% less ownership

Funds ownership: 56.65% → 54.72% (-1.9%)

10% less capital invested

Capital invested by funds: $536M → $484M (-$51.6M)

22% less call options, than puts

Call options by funds: $137K | Put options by funds: $175K

Holders
160
Holders Change
+10
Holders Change %
+6.67%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
57
Reduced
51
Closed
13
Calls
$137K
Puts
$175K
Net Calls
-$38K
Net Calls Change
-$85K

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$1.99M
2
Renaissance Technologies
Renaissance Technologies
New York
+$1.59M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.58M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.54M
5
Goldman Sachs
Goldman Sachs
New York
+$1.05M

Top Sellers

1
MIIM
Mesirow Institutional Investment Management
Illinois
-$7.69M
2
Morgan Stanley
Morgan Stanley
New York
-$7.25M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$4.89M
4
BlackRock
BlackRock
New York
-$1.79M
5
Invesco
Invesco
Georgia
-$1.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$2.59M +$363K +12,200 +16%
Citadel Advisors
27
Citadel Advisors
Florida
$2.5M +$1.54M +51,793 +154%
Legal & General Group
28
Legal & General Group
United Kingdom
$2.4M +$21.5K +724 +0.9%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$2.25M +$1.58M +53,185 +222%
BCM
30
Bridgeway Capital Management
Texas
$2.21M +$146K +4,900 +7%
N
31
Nuveen
North Carolina
$2.16M -$94.1K -3,164 -4%
KIM
32
Kestrel Investment Management
California
$2.03M -$17.8K -600 -0.9%
EF
33
Empowered Funds
Pennsylvania
$1.91M +$146K +4,900 +8%
Public Sector Pension Investment Board (PSP Investments)
34
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.74M – – –
HPIA
35
Hamilton Point Investment Advisors
North Carolina
$1.68M -$28.7K -966 -2%
Fisher Asset Management
36
Fisher Asset Management
Washington
$1.66M -$134K -4,507 -7%
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.65M -$17.8K -600 -1%
UBS Group
38
UBS Group
Switzerland
$1.61M -$136K -4,576 -8%
Bank of America
39
Bank of America
North Carolina
$1.52M -$182K -6,105 -11%
CCG
40
Chatham Capital Group
Georgia
$1.45M +$157K +5,275 +12%
BBHC
41
Brown Brothers Harriman & Co
New York
$1.41M – – –
UBS AM
42
UBS AM
Illinois
$1.3M – – –
Barclays
43
Barclays
United Kingdom
$1.29M -$502K -16,876 -28%
PCM
44
Polaris Capital Management
Massachusetts
$1.26M – – –
Wells Fargo
45
Wells Fargo
California
$1.24M -$43.8K -1,471 -3%
Citigroup
46
Citigroup
New York
$1.22M +$174K +5,863 +16%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$1.17M -$70.7K -2,376 -6%
AllianceBernstein
48
AllianceBernstein
Tennessee
$1.14M – – –
CS
49
Credit Suisse
Switzerland
$1.14M +$31.1K +1,046 +3%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$1.09M +$240K +8,059 +27%
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SBSI Hedge Fund Activity: Q1 2024 in Review

160 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2024, worth a combined $484M — down 9.6% from $536M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SBSI positions and 13 closed out — a net gain of 10 holders — while 57 added to existing stakes and 51 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $1.99M. The largest seller was Mesirow Institutional Investment Management, exiting entirely with an estimated $7.69M sold.

  • 160 institutional investors held Southside Bancshares (SBSI) as of Q1 2024, up from 150 in Q4 2023.
  • Funds reported $484M of Southside Bancshares stock for Q1 2024, down 9.6% quarter-over-quarter.
  • 23 funds opened new Southside Bancshares positions in Q1 2024 and 13 closed out, a net change of +10 holders.
  • The largest Southside Bancshares buyer in Q1 2024 was AQR Capital Management, an estimated $1.99M added.
  • The largest Southside Bancshares seller in Q1 2024 was Mesirow Institutional Investment Management, an estimated $7.69M sold.

Based on aggregated 13F filings for Q1 2024.