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Southside Bancshares
SBSI

106 hedge funds and large institutions have $270M invested in Southside Bancshares in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 20

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

2% more funds holding

Funds holding: 104 → 106 (+2)

3% more capital invested

Capital invested by funds: $262M → $270M (+$8.53M)

59% less call options, than puts

Call options by funds: $601K | Put options by funds: $1.48M

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
106
Holders Change
+2
Holders Change %
+1.92%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
52
Reduced
20
Closed
12
Calls
$601K
Puts
$1.48M
Net Calls
-$881K
Net Calls Change
+$558K

Top Buyers

Rank Fund Capital Flow
1
LOM
Loeb Offshore Management
New York
+$7.81M
2
BFA
BlackRock Fund Advisors
California
+$6.75M
3
Renaissance Technologies
Renaissance Technologies
New York
+$5.96M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.73M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$5.37M

Top Sellers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
-$3.32M
2
LSV Asset Management
LSV Asset Management
Illinois
-$2.87M
3
Goldman Sachs
Goldman Sachs
New York
-$1.88M
4
BUB
BBVA USA Bancshares
Texas
-$1.21M
5
EI
EAM Investors
California
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
51
Dean Capital Management
Kansas
$526K +$426K +14,979 +269%
Citadel Advisors
52
Citadel Advisors
Florida
$516K +$62.2K +2,189 +12%
ACM
53
Ativo Capital Management
Illinois
$506K – – –
Wells Fargo
54
Wells Fargo
California
$501K +$69.4K +2,444 +14%
GC
55
Guggenheim Capital
Illinois
$479K +$532K +18,722 New
Prudential Financial
56
Prudential Financial
New Jersey
$469K -$5.34K -188 -1%
AA
57
ALPS Advisors
Colorado
$467K -$69.3K -2,439 -12%
AWCI
58
Alpine Woods Capital Investors
New York
$461K +$115K +4,031 +29%
UBS AM
59
UBS AM
Illinois
$459K – – –
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$440K +$489K +17,211 New
Millennium Management
61
Millennium Management
New York
$421K +$467K +16,450 New
Goldman Sachs
62
Goldman Sachs
New York
$412K -$1.88M -66,188 -80%
MOACM
63
Mutual of America Capital Management
New York
$402K +$447K +15,725 New
BA
64
BlackRock Advisors
Delaware
$397K +$99.2K +3,491 +29%
Stifel Financial
65
Stifel Financial
Missouri
$381K +$3.21K +113 +0.8%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$379K +$6.37K +224 +2%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$377K +$408K +14,357 +3,768%
UBS Group
68
UBS Group
Switzerland
$370K +$411K +14,466 New
ARTA
69
A.R.T. Advisors
New York
$367K +$408K +14,359 New
AQR Capital Management
70
AQR Capital Management
Connecticut
$353K -$54.6K -1,921 -12%
KPF
71
K2 Principal Fund
Ontario, Canada
$351K +$390K +13,729 New
RVP
72
Relative Value Partners
Illinois
$331K +$368K +12,936 New
EMFAT
73
Emerald Mutual Fund Advisers Trust
Pennsylvania
$302K -$385K -13,549 -53%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$300K – – –
BG
75
BlackRock Group
United Kingdom
$252K – – –
1 2
3
4 5

SBSI Hedge Fund Activity: Q4 2014 in Review

106 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2014, worth a combined $270M — up 3.3% from $262M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SBSI positions and 12 closed out — a net gain of 4 holders — while 52 added to existing stakes and 20 trimmed.

The largest buyer was Loeb Offshore Management, opening a new position worth an estimated $7.81M. The largest seller was American Century Companies, cutting an estimated $3.32M.

  • 106 institutional investors held Southside Bancshares (SBSI) as of Q4 2014, up from 104 in Q3 2014.
  • Funds reported $270M of Southside Bancshares stock for Q4 2014, up 3.3% quarter-over-quarter.
  • 16 funds opened new Southside Bancshares positions in Q4 2014 and 12 closed out, a net change of +4 holders.
  • The largest Southside Bancshares buyer in Q4 2014 was Loeb Offshore Management, an estimated $7.81M added.
  • The largest Southside Bancshares seller in Q4 2014 was American Century Companies, an estimated $3.32M sold.

Based on aggregated 13F filings for Q4 2014.