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Southside Bancshares
SBSI

149 hedge funds and large institutions have $458M invested in Southside Bancshares in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 65 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 46

0% more ownership

Funds ownership: 54.72% → 54.72% (+0%)

5% less capital invested

Capital invested by funds: $484M → $458M (-$26.5M)

7% less funds holding

Funds holding: 160 → 149 (-11)

43% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 23

62% less call options, than puts

Call options by funds: $75K | Put options by funds: $199K

Holders
149
Holders Change
-11
Holders Change %
-6.88%
% of All Funds
2.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
65
Reduced
46
Closed
23
Calls
$75K
Puts
$199K
Net Calls
-$124K
Net Calls Change
-$86K

Top Buyers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
+$3.16M
2
Deutsche Bank
Deutsche Bank
Germany
+$2.81M
3
NIG
NFJ Investment Group
Texas
+$1.69M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.17M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$3.59M
2
HPIA
Hamilton Point Investment Advisors
North Carolina
-$1.68M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.65M
4
State Street
State Street
Massachusetts
-$1.49M
5
CCG
Chatham Capital Group
Georgia
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$2.76M +$665K +24,540 +33%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$2.51M -$29.1K -1,072 -1%
Legal & General Group
28
Legal & General Group
United Kingdom
$2.24M -$27.7K -1,022 -1%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$2.23M +$1.17M +43,245 +116%
Ameriprise
30
Ameriprise
Minnesota
$2.09M -$522K -19,238 -20%
N
31
Nuveen
North Carolina
$2.02M -$25.2K -931 -1%
State of New Jersey Common Pension Fund D
32
State of New Jersey Common Pension Fund D
New Jersey
$1.98M -$667K -24,598 -26%
EF
33
Empowered Funds
Pennsylvania
$1.95M +$137K +5,040 +8%
KIM
34
Kestrel Investment Management
California
$1.92M – – –
Bank of America
35
Bank of America
North Carolina
$1.82M +$377K +13,895 +27%
UBS AM
36
UBS AM
Illinois
$1.78M +$548K +20,220 +46%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.75M +$101K +3,736 +6%
NIG
38
NFJ Investment Group
Texas
$1.72M +$1.69M +62,195 New
Fisher Asset Management
39
Fisher Asset Management
Washington
$1.57M – – –
Swiss National Bank
40
Swiss National Bank
Switzerland
$1.56M – – –
UBS Group
41
UBS Group
Switzerland
$1.42M -$92.7K -3,419 -6%
BBHC
42
Brown Brothers Harriman & Co
New York
$1.33M – – –
ECM
43
ExodusPoint Capital Management
New York
$1.31M +$1.09M +40,268 +570%
Wells Fargo
44
Wells Fargo
California
$1.24M +$66.2K +2,442 +6%
PCM
45
Polaris Capital Management
Massachusetts
$1.19M – – –
Citigroup
46
Citigroup
New York
$1.17M +$16.5K +610 +1%
Marshall Wace
47
Marshall Wace
United Kingdom
$1.11M +$1.09M +40,168 New
VOYA Investment Management
48
VOYA Investment Management
Georgia
$1.11M +$1.27K +47 +0.1%
AllianceBernstein
49
AllianceBernstein
Tennessee
$1.08M +$5.34K +197 +0.5%
Rafferty Asset Management
50
Rafferty Asset Management
New York
$974K +$161K +5,928 +20%
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SBSI Hedge Fund Activity: Q2 2024 in Review

149 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q2 2024, worth a combined $458M — down 5.5% from $484M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of SBSI and 13 opened new positions — a net loss of 10 holders — while 46 trimmed existing stakes and 65 added.

The largest buyer was AQR Capital Management, adding an estimated $3.16M. The largest seller was Millennium Management, cutting an estimated $3.59M.

  • 149 institutional investors held Southside Bancshares (SBSI) as of Q2 2024, down from 160 in Q1 2024.
  • Funds reported $458M of Southside Bancshares stock for Q2 2024, down 5.5% quarter-over-quarter.
  • 13 funds opened new Southside Bancshares positions in Q2 2024 and 23 closed out, a net change of -10 holders.
  • The largest Southside Bancshares buyer in Q2 2024 was AQR Capital Management, an estimated $3.16M added.
  • The largest Southside Bancshares seller in Q2 2024 was Millennium Management, an estimated $3.59M sold.

Based on aggregated 13F filings for Q2 2024.