We are live on ! Find out more
SBSI icon

Southside Bancshares
SBSI

87 hedge funds and large institutions have $162M invested in Southside Bancshares in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $155M → $162M (+$7.74M)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

9% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 32

1% less funds holding

Funds holding: 88 → 87 (-1)

Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
2.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
29
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JIR
James Investment Research
Ohio
+$2.19M
2
BFA
BlackRock Fund Advisors
California
+$1.38M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.36M
4
HW
Hancock Whitney
Mississippi
+$888K
5
JP Morgan Chase
JP Morgan Chase
New York
+$824K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.06M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$3.03M
3
HCM
Hodges Capital Management
Texas
-$2.9M
4
AIA
Affinity Investment Advisors
California
-$2.42M
5
Invesco
Invesco
Georgia
-$1.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
VRS
51
Virginia Retirement Systems
Virginia
$378K – – –
Two Sigma Investments
52
Two Sigma Investments
New York
$373K -$573K -26,793 -62%
AIG
53
American International Group
New York
$321K -$14.6K -684 -5%
BA
54
BlackRock Advisors
Delaware
$314K -$1.43M -66,977 -83%
UBS AM
55
UBS AM
Illinois
$312K – – –
ProShare Advisors
56
ProShare Advisors
Maryland
$304K -$10.5K -490 -4%
HCM
57
Hodges Capital Management
Texas
$303K -$2.9M -135,417 -91%
AQR Capital Management
58
AQR Capital Management
Connecticut
$302K – – –
T. Rowe Price Associates
59
T. Rowe Price Associates
Maryland
$265K – – –
WCBA
60
Weaver C. Barksdale & Associates
Tennessee
$247K – – –
IPC
61
Independent Portfolio Consultants
Florida
$244K -$257 -12 -0.1%
Wells Fargo
62
Wells Fargo
California
$240K +$38K +1,776 +20%
MAM
63
Martingale Asset Management
Massachusetts
$210K +$198K +9,255 New
RFC
64
Russell Frank Company
Washington
$194K +$128K +5,984 +232%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$167K +$158K +7,384 New
Public Employees Retirement Association of Colorado
66
Public Employees Retirement Association of Colorado
Colorado
$140K – – –
TRCT
67
Tower Research Capital (TRC)
New York
$89K +$80.1K +3,747 +2,036%
AAM
68
Advisors Asset Management
Colorado
$88K -$20.6K -962 -20%
Citigroup
69
Citigroup
New York
$86K -$118K -5,504 -59%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$81K -$6.52K -305 -8%
U
71
UBS
Switzerland
$62K -$44.4K -2,074 -43%
Teacher Retirement System of Texas
72
Teacher Retirement System of Texas
Texas
$57K +$24.9K +1,164 +85%
Bank of America
73
Bank of America
North Carolina
$55K -$440K -20,568 -89%
Federated Hermes
74
Federated Hermes
Pennsylvania
$53K +$50.4K +2,358 New
PCM
75
Prelude Capital Management
New York
$41K +$38.6K +1,804 New
1 2
3
4

SBSI Hedge Fund Activity: Q3 2013 in Review

87 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2013, worth a combined $162M — up 5% from $155M a quarter earlier.

Fund positioning in SBSI was balanced in Q3 2013: 6 funds opened new positions, 6 closed out, 29 added to existing stakes and 32 trimmed.

The largest buyer was James Investment Research, adding an estimated $2.19M. The largest seller was Morgan Stanley, cutting an estimated $3.06M.

  • 87 institutional investors held Southside Bancshares (SBSI) as of Q3 2013, down from 88 in Q2 2013.
  • Funds reported $162M of Southside Bancshares stock for Q3 2013, up 5% quarter-over-quarter.
  • 6 funds opened new Southside Bancshares positions in Q3 2013 and 6 closed out, a net change of 0 holders.
  • The largest Southside Bancshares buyer in Q3 2013 was James Investment Research, an estimated $2.19M added.
  • The largest Southside Bancshares seller in Q3 2013 was Morgan Stanley, an estimated $3.06M sold.

Based on aggregated 13F filings for Q3 2013.