We are live on ! Find out more
SBSI icon

Southside Bancshares

106 hedge funds and large institutions have $321M invested in Southside Bancshares in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 47 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 28

0% more capital invested

Capital invested by funds: $319M → $321M (+$1.32M)

0% more funds holding

Funds holding: 106106 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

Holders
106
Holders Change
Holders Change %
0%
% of All Funds
2.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
47
Reduced
28
Closed
8
Calls
$211K
Puts
Net Calls
+$211K
Net Calls Change
+$109K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$645K -$71.3K -2,826 -10%
Citigroup
52
Citigroup
New York
$607K +$487K +19,303 +436%
Goldman Sachs
53
Goldman Sachs
New York
$583K +$343K +13,603 +148%
IPC
54
Independent Portfolio Consultants
Florida
$571K +$8.02K +318 +1%
Creative Planning
55
Creative Planning
Kansas
$551K +$183K +7,265 +51%
TPSF
56
Texas Permanent School Fund
Texas
$537K -$8.98K -356 -2%
MLICM
57
Metropolitan Life Insurance Company (MetLife)
New York
$528K
ACM
58
Ativo Capital Management
Illinois
$526K +$2.5K +99 +0.5%
UBS AM
59
UBS AM
Illinois
$517K
AIG
60
American International Group
New York
$491K +$3.66K +145 +0.8%
AWCI
61
Alpine Woods Capital Investors
New York
$461K
BA
62
BlackRock Advisors
Delaware
$444K -$22.2K -879 -5%
Bank of America
63
Bank of America
North Carolina
$430K -$452K -17,926 -52%
VOYA Investment Management
64
VOYA Investment Management
Georgia
$430K -$83K -3,291 -16%
SEI Investments
65
SEI Investments
Pennsylvania
$400K +$26.8K +1,061 +7%
ASRS
66
Arizona State Retirement System
Arizona
$312K +$308K +12,208 New
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$300K
LSERS
68
Louisiana State Employees Retirement System
Louisiana
$286K +$2.72K +108 +1%
ProShare Advisors
69
ProShare Advisors
Maryland
$277K +$54.7K +2,170 +25%
AQR Capital Management
70
AQR Capital Management
Connecticut
$274K -$72.7K -2,882 -21%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$270K +$19K +753 +8%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$262K
TRSOTSOK
73
Teachers Retirement System of the State of Kentucky
Kentucky
$237K
RVPG
74
Relative Value Partners Group
$231K
BGIM
75
Brandywine Global Investment Management
Pennsylvania
$215K +$25 +1 +0%

SBSI Hedge Fund Activity: Q3 2015 in Review

106 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2015, worth a combined $321M — up 0.41% from $319M a quarter earlier.

Fund positioning in SBSI was balanced in Q3 2015: 8 funds opened new positions, 8 closed out, 47 added to existing stakes and 28 trimmed.

The largest buyer was Third Avenue Management, opening a new position worth an estimated $5.27M. The largest seller was Dean Investment Associates, exiting entirely with an estimated $1.54M sold.

  • 106 institutional investors held Southside Bancshares (SBSI) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $321M of Southside Bancshares stock for Q3 2015, up 0.41% quarter-over-quarter.
  • 8 funds opened new Southside Bancshares positions in Q3 2015 and 8 closed out, a net change of 0 holders.
  • The largest Southside Bancshares buyer in Q3 2015 was Third Avenue Management, an estimated $5.27M added.
  • The largest Southside Bancshares seller in Q3 2015 was Dean Investment Associates, an estimated $1.54M sold.

Based on aggregated 13F filings for Q3 2015.