We are live on ! Find out more
SBSI icon

Southside Bancshares
SBSI

157 hedge funds and large institutions have $551M invested in Southside Bancshares in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $38K | Put options by funds: $10K

1.32% more ownership

Funds ownership: 55.94% → 57.26% (+1.3%)

3% less capital invested

Capital invested by funds: $566M → $551M (-$14.6M)

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

4% less funds holding

Funds holding: 164 → 157 (-7)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
157
Holders Change
-7
Holders Change %
-4.27%
% of All Funds
2.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
53
Reduced
55
Closed
20
Calls
$38K
Puts
$10K
Net Calls
+$28K
Net Calls Change
+$68K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$8.27M
2
Invesco
Invesco
Georgia
+$5.8M
3
JP Morgan Chase
JP Morgan Chase
New York
+$4.3M
4
State Street
State Street
Massachusetts
+$4.07M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.68M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.33M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.87M
3
Jane Street
Jane Street
New York
-$1.79M
4
Charles Schwab
Charles Schwab
California
-$1.12M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$967K
Name Holding Trade Value Shares
Change 		Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$2.77M +$42.2K +1,244 +1%
Legal & General Group
27
Legal & General Group
United Kingdom
$2.55M +$17.6K +519 +0.7%
EF
28
Empowered Funds
Pennsylvania
$2.48M +$128K +3,763 +5%
N
29
Nuveen
North Carolina
$2.4M +$6.49K +191 +0.3%
KIM
30
Kestrel Investment Management
California
$2.38M – – –
Public Sector Pension Investment Board (PSP Investments)
31
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.26M +$371K +10,926 +18%
Citadel Advisors
32
Citadel Advisors
Florida
$2.23M +$34.4K +1,013 +1%
Millennium Management
33
Millennium Management
New York
$2.03M +$821K +24,172 +61%
UBS AM
34
UBS AM
Illinois
$2.03M +$144K +4,236 +7%
Ameriprise
35
Ameriprise
Minnesota
$2.03M -$222K -6,540 -9%
PCM
36
Polaris Capital Management
Massachusetts
$1.95M – – –
Barclays
37
Barclays
United Kingdom
$1.95M +$68.8K +2,026 +3%
Bank of America
38
Bank of America
North Carolina
$1.93M -$117K -3,441 -5%
State of New Jersey Common Pension Fund D
39
State of New Jersey Common Pension Fund D
New Jersey
$1.89M +$31.7K +932 +2%
NIG
40
NFJ Investment Group
Texas
$1.87M -$24.5K -721 -1%
Swiss National Bank
41
Swiss National Bank
Switzerland
$1.8M – – –
Connor, Clark & Lunn Investment Management (CC&L)
42
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.73M +$650K +19,141 +54%
Citigroup
43
Citigroup
New York
$1.72M +$192K +5,652 +12%
Fisher Asset Management
44
Fisher Asset Management
Washington
$1.7M -$108K -3,179 -6%
Wells Fargo
45
Wells Fargo
California
$1.64M +$161K +4,731 +10%
Tudor Investment Corp
46
Tudor Investment Corp
Connecticut
$1.46M -$163K -4,790 -9%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$1.33M +$172K +5,078 +14%
AllianceBernstein
48
AllianceBernstein
Tennessee
$1.25M – – –
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$1.13M -$102K -3,018 -8%
Prudential Financial
50
Prudential Financial
New Jersey
$1.12M -$37.4K -1,100 -3%
1
2
3 4 5

SBSI Hedge Fund Activity: Q4 2024 in Review

157 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2024, worth a combined $551M — down 2.6% from $566M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SBSI and 14 opened new positions — a net loss of 6 holders — while 55 trimmed existing stakes and 53 added.

The largest buyer was UBS Group, adding an estimated $8.27M. The largest seller was Morgan Stanley, cutting an estimated $2.33M.

  • 157 institutional investors held Southside Bancshares (SBSI) as of Q4 2024, down from 164 in Q3 2024.
  • Funds reported $551M of Southside Bancshares stock for Q4 2024, down 2.6% quarter-over-quarter.
  • 14 funds opened new Southside Bancshares positions in Q4 2024 and 20 closed out, a net change of -6 holders.
  • The largest Southside Bancshares buyer in Q4 2024 was UBS Group, an estimated $8.27M added.
  • The largest Southside Bancshares seller in Q4 2024 was Morgan Stanley, an estimated $2.33M sold.

Based on aggregated 13F filings for Q4 2024.