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Southside Bancshares
SBSI

164 hedge funds and large institutions have $566M invested in Southside Bancshares in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

24% more capital invested

Capital invested by funds: $458M → $566M (+$108M)

10% more funds holding

Funds holding: 149 → 164 (+15)

1.22% more ownership

Funds ownership: 54.72% → 55.94% (+1.2%)

17% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 59

46% less call options, than puts

Call options by funds: $47K | Put options by funds: $87K

Holders
164
Holders Change
+15
Holders Change %
+10.07%
% of All Funds
2.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
49
Reduced
59
Closed
10
Calls
$47K
Puts
$87K
Net Calls
-$40K
Net Calls Change
+$84K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$5.46M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.23M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.32M
4
American Century Companies
American Century Companies
Missouri
+$3.25M
5
Morgan Stanley
Morgan Stanley
New York
+$2.06M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$3.26M
2
Renaissance Technologies
Renaissance Technologies
New York
-$2.73M
3
Millennium Management
Millennium Management
New York
-$2.12M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.61M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$2.66M -$47.5K -1,482 -2%
N
27
Nuveen
North Carolina
$2.52M +$74.2K +2,313 +3%
EF
28
Empowered Funds
Pennsylvania
$2.48M +$120K +3,752 +5%
KIM
29
Kestrel Investment Management
California
$2.44M +$176K +5,500 +8%
Ameriprise
30
Ameriprise
Minnesota
$2.35M -$175K -5,464 -7%
Citadel Advisors
31
Citadel Advisors
Florida
$2.32M -$1.61M -50,082 -42%
UBS Group
32
UBS Group
Switzerland
$2.28M +$531K +16,550 +32%
Bank of America
33
Bank of America
North Carolina
$2.14M -$55.9K -1,745 -3%
PCM
34
Polaris Capital Management
Massachusetts
$2.06M +$587K +18,300 +42%
Public Sector Pension Investment Board (PSP Investments)
35
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.02M -$93K -2,900 -5%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$2M +$813K +25,350 +74%
UBS AM
37
UBS AM
Illinois
$2M -$156K -4,879 -8%
NIG
38
NFJ Investment Group
Texas
$1.99M -$87.7K -2,735 -4%
Barclays
39
Barclays
United Kingdom
$1.98M +$1.1M +34,316 +138%
State of New Jersey Common Pension Fund D
40
State of New Jersey Common Pension Fund D
New Jersey
$1.96M -$415K -12,957 -18%
Fisher Asset Management
41
Fisher Asset Management
Washington
$1.9M – – –
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.89M – – –
Jane Street
43
Jane Street
New York
$1.79M +$935K +29,163 +119%
Tudor Investment Corp
44
Tudor Investment Corp
Connecticut
$1.69M +$1.27M +39,670 +361%
Citigroup
45
Citigroup
New York
$1.62M +$202K +6,306 +15%
BBHC
46
Brown Brothers Harriman & Co
New York
$1.61M – – –
Wells Fargo
47
Wells Fargo
California
$1.57M +$62.8K +1,959 +4%
HF
48
HRT Financial
New York
$1.38M +$1.33M +41,380 New
Millennium Management
49
Millennium Management
New York
$1.33M -$2.12M -65,990 -62%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$1.33M -$9.68K -302 -0.8%
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SBSI Hedge Fund Activity: Q3 2024 in Review

164 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2024, worth a combined $566M — up 24% from $458M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SBSI positions and 10 closed out — a net gain of 15 holders — while 49 added to existing stakes and 59 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $5.46M. The largest seller was Deutsche Bank, cutting an estimated $3.26M.

  • 164 institutional investors held Southside Bancshares (SBSI) as of Q3 2024, up from 149 in Q2 2024.
  • Funds reported $566M of Southside Bancshares stock for Q3 2024, up 24% quarter-over-quarter.
  • 25 funds opened new Southside Bancshares positions in Q3 2024 and 10 closed out, a net change of +15 holders.
  • The largest Southside Bancshares buyer in Q3 2024 was JP Morgan Chase, an estimated $5.46M added.
  • The largest Southside Bancshares seller in Q3 2024 was Deutsche Bank, an estimated $3.26M sold.

Based on aggregated 13F filings for Q3 2024.