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Southside Bancshares

171 hedge funds and large institutions have $504M invested in Southside Bancshares in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 65 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more call options, than puts

Call options by funds: $130K | Put options by funds: $38K

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

9% more funds holding

Funds holding: 157171 (+14)

0% more ownership

Funds ownership: 57.26%57.26% (+0%)

9% less capital invested

Capital invested by funds: $551M → $504M (-$47.3M)

20% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 65

Holders
171
Holders Change
+14
Holders Change %
+8.92%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
52
Reduced
65
Closed
8
Calls
$130K
Puts
$38K
Net Calls
+$92K
Net Calls Change
+$64K
Name Holding Trade Value Shares
Change
Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
26
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.62M +$583K +19,009 +27%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$2.4M -$138K -4,513 -5%
EF
28
Empowered Funds
Pennsylvania
$2.38M +$129K +4,198 +5%
Legal & General Group
29
Legal & General Group
United Kingdom
$2.25M -$74.4K -2,427 -3%
N
30
Nuveen
North Carolina
$2.19M
Citadel Advisors
31
Citadel Advisors
Florida
$2.18M +$154K +5,032 +7%
KIM
32
Kestrel Investment Management
California
$2.17M
UBS AM
33
UBS AM
Illinois
$2.04M +$198K +6,459 +10%
State of New Jersey Common Pension Fund D
34
State of New Jersey Common Pension Fund D
New Jersey
$1.86M +$146K +4,758 +8%
Connor, Clark & Lunn Investment Management (CC&L)
35
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.8M +$234K +7,644 +14%
PCM
36
Polaris Capital Management
Massachusetts
$1.78M
NIG
37
NFJ Investment Group
Texas
$1.7M
Millennium Management
38
Millennium Management
New York
$1.7M -$165K -5,392 -8%
Ameriprise
39
Ameriprise
Minnesota
$1.67M -$191K -6,239 -10%
Wells Fargo
40
Wells Fargo
California
$1.67M +$178K +5,805 +11%
Bank of America
41
Bank of America
North Carolina
$1.63M -$134K -4,374 -7%
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.62M -$24.5K -800 -1%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$1.61M +$419K +13,651 +33%
Fisher Asset Management
44
Fisher Asset Management
Washington
$1.55M
Jane Street
45
Jane Street
New York
$1.52M +$1.61M +52,486 New
Citigroup
46
Citigroup
New York
$1.47M -$104K -3,394 -6%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$1.33M +$434K +14,164 +44%
Barclays
48
Barclays
United Kingdom
$1.29M -$511K -16,664 -27%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.24M +$863K +28,151 +193%
PP
50
Pingora Partners
Wyoming
$1.21M +$1.28M +41,675 New

SBSI Hedge Fund Activity: Q1 2025 in Review

171 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2025, worth a combined $504M — down 8.6% from $551M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SBSI positions and 8 closed out — a net gain of 16 holders — while 52 added to existing stakes and 65 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.66M. The largest seller was JP Morgan Chase, cutting an estimated $3.55M.

  • 171 institutional investors held Southside Bancshares (SBSI) as of Q1 2025, up from 157 in Q4 2024.
  • Funds reported $504M of Southside Bancshares stock for Q1 2025, down 8.6% quarter-over-quarter.
  • 24 funds opened new Southside Bancshares positions in Q1 2025 and 8 closed out, a net change of +16 holders.
  • The largest Southside Bancshares buyer in Q1 2025 was Dimensional Fund Advisors, an estimated $1.66M added.
  • The largest Southside Bancshares seller in Q1 2025 was JP Morgan Chase, an estimated $3.55M sold.

Based on aggregated 13F filings for Q1 2025.