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Southside Bancshares
SBSI

89 hedge funds and large institutions have $164M invested in Southside Bancshares in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

2% more funds holding

Funds holding: 87 → 89 (+2)

1% more capital invested

Capital invested by funds: $162M → $164M (+$1.27M)

13% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 31

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JIR
James Investment Research
Ohio
+$1.64M
2
Renaissance Technologies
Renaissance Technologies
New York
+$1.29M
3
Morgan Stanley
Morgan Stanley
New York
+$751K
4
HW
Hancock Whitney
Mississippi
+$479K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$479K

Top Sellers

Rank Fund Capital Flow
1
BIT
BlackRock Institutional Trust
California
-$2.81M
2
LSV Asset Management
LSV Asset Management
Illinois
-$1.48M
3
MAA
Managed Account Advisors
New Jersey
-$516K
4
UR
USCA RIA
Texas
-$506K
5
Deutsche Bank
Deutsche Bank
Germany
-$492K
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
51
Two Sigma Investments
New York
$317K -$63.6K -2,771 -17%
BGIM
52
Brandywine Global Investment Management
Pennsylvania
$314K -$103K -4,509 -25%
AQR Capital Management
53
AQR Capital Management
Connecticut
$307K – – –
Wells Fargo
54
Wells Fargo
California
$306K +$61.1K +2,660 +25%
Millennium Management
55
Millennium Management
New York
$301K +$300K +13,049 New
UBS AM
56
UBS AM
Illinois
$298K -$19.1K -830 -6%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$270K – – –
FIM
58
Freedom Investment Management
Connecticut
$256K +$255K +11,092 New
WCBA
59
Weaver C. Barksdale & Associates
Tennessee
$252K – – –
BG
60
BlackRock Group
United Kingdom
$227K -$239K -10,423 -51%
SCM
61
Sterling Capital Management
North Carolina
$217K +$216K +9,421 New
MAM
62
Martingale Asset Management
Massachusetts
$214K – – –
IPC
63
Independent Portfolio Consultants
Florida
$210K -$38.7K -1,686 -16%
Federated Hermes
64
Federated Hermes
Pennsylvania
$187K +$132K +5,746 +244%
Citigroup
65
Citigroup
New York
$183K +$93.7K +4,080 +107%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$170K – – –
U
67
UBS
Switzerland
$170K +$106K +4,630 +168%
Public Employees Retirement Association of Colorado
68
Public Employees Retirement Association of Colorado
Colorado
$143K – – –
AAM
69
Advisors Asset Management
Colorado
$87K -$2.04K -89 -2%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$85K +$1.84K +80 +2%
Bank of America
71
Bank of America
North Carolina
$61K +$5.17K +225 +9%
Barclays
72
Barclays
United Kingdom
$52K +$47.1K +2,050 +976%
TRCT
73
Tower Research Capital (TRC)
New York
$36K -$54.8K -2,388 -61%
FHA
74
First Horizon Advisors
Tennessee
$35K – – –
GT
75
Glenmede Trust
Pennsylvania
$34K – – –
1 2
3
4

SBSI Hedge Fund Activity: Q4 2013 in Review

89 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2013, worth a combined $164M — up 0.78% from $162M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SBSI positions and 7 closed out — a net gain of 2 holders — while 27 added to existing stakes and 31 trimmed.

The largest buyer was James Investment Research, adding an estimated $1.64M. The largest seller was BlackRock Institutional Trust, cutting an estimated $2.81M.

  • 89 institutional investors held Southside Bancshares (SBSI) as of Q4 2013, up from 87 in Q3 2013.
  • Funds reported $164M of Southside Bancshares stock for Q4 2013, up 0.78% quarter-over-quarter.
  • 9 funds opened new Southside Bancshares positions in Q4 2013 and 7 closed out, a net change of +2 holders.
  • The largest Southside Bancshares buyer in Q4 2013 was James Investment Research, an estimated $1.64M added.
  • The largest Southside Bancshares seller in Q4 2013 was BlackRock Institutional Trust, an estimated $2.81M sold.

Based on aggregated 13F filings for Q4 2013.