Southside Bancshares
SBSI
106 hedge funds and large institutions have $232M invested in Southside Bancshares in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 40 reducing their positions, and 9 closing their positions.
156% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 9
25% more capital invested
Capital invested by funds: $185M → $232M (+$46.3M)
15% more funds holding
Funds holding: 92 → 106 (+14)
1% more call options, than puts
Call options by funds: $764K | Put options by funds: $758K
8% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$12.9M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$11.1M |
| 3 |
WC
Walthausen & Co
Malta,
New York
|
+$8.91M |
| 4 |
HHC
Hutchin Hill Capital
New York
|
+$8.29M |
| 5 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
+$3.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OC
Oppenheimer & Co
New York
|
-$1.95M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$1.54M |
| 3 |
JP Morgan Chase
New York
|
-$1.41M |
| 4 |
Morgan Stanley
New York
|
-$1.15M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$857K |
SBSI Hedge Fund Activity: Q2 2014 in Review
106 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q2 2014, worth a combined $232M — up 25% from $185M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new SBSI positions and 9 closed out — a net gain of 14 holders — while 37 added to existing stakes and 40 trimmed.
The largest buyer was Allianz Asset Management, opening a new position worth an estimated $12.9M. The largest seller was Oppenheimer & Co, exiting entirely with an estimated $1.95M sold.
- 106 institutional investors held Southside Bancshares (SBSI) as of Q2 2014, up from 92 in Q1 2014.
- Funds reported $232M of Southside Bancshares stock for Q2 2014, up 25% quarter-over-quarter.
- 23 funds opened new Southside Bancshares positions in Q2 2014 and 9 closed out, a net change of +14 holders.
- The largest Southside Bancshares buyer in Q2 2014 was Allianz Asset Management, an estimated $12.9M added.
- The largest Southside Bancshares seller in Q2 2014 was Oppenheimer & Co, an estimated $1.95M sold.
Based on aggregated 13F filings for Q2 2014.