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Southside Bancshares

118 hedge funds and large institutions have $353M invested in Southside Bancshares in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

27% more capital invested

Capital invested by funds: $278M → $353M (+$74.6M)

20% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 44

6% more funds holding

Funds holding: 111118 (+7)

Holders
118
Holders Change
+7
Holders Change %
+6.31%
% of All Funds
3.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
53
Reduced
44
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$802K +$11K +403 +2%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$782K
Comerica Bank
53
Comerica Bank
Texas
$768K -$15K -550 -2%
GCP
54
GSA Capital Partners
United Kingdom
$767K +$19.8K +725 +3%
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$744K -$19.7K -724 -3%
BCM
56
Bridgeway Capital Management
Texas
$706K +$7.01K +257 +1%
Morgan Stanley
57
Morgan Stanley
New York
$627K +$13.5K +494 +2%
State of Tennessee, Department of Treasury
58
State of Tennessee, Department of Treasury
Tennessee
$600K +$27 +1 +0%
UBS AM
59
UBS AM
Illinois
$600K +$15.8K +581 +3%
MLICM
60
Metropolitan Life Insurance Company (MetLife)
New York
$592K
TPSF
61
Texas Permanent School Fund
Texas
$576K -$26.3K -966 -5%
AIG
62
American International Group
New York
$563K -$41K -1,503 -7%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$546K +$2.89K +106 +0.6%
Public Sector Pension Investment Board (PSP Investments)
64
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$529K -$27 -1 -0%
CCA
65
Catalyst Capital Advisors
New York
$526K +$475K +17,435 New
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$516K -$49.1K -1,799 -10%
VOYA Investment Management
67
VOYA Investment Management
Georgia
$506K -$27 -1 -0%
Citigroup
68
Citigroup
New York
$475K -$105K -3,867 -20%
VRS
69
Virginia Retirement Systems
Virginia
$473K +$428K +15,684 New
OSAM
70
O'Shaughnessy Asset Management
Connecticut
$441K +$398K +14,606 New
AG
71
Aperio Group
California
$426K -$1.09K -40 -0.3%
Goldman Sachs
72
Goldman Sachs
New York
$405K +$367K +13,442 New
ASRS
73
Arizona State Retirement System
Arizona
$391K +$5.86K +215 +2%
BA
74
BlackRock Advisors
Delaware
$380K -$2.21K -81 -0.6%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$368K +$20.2K +742 +6%

SBSI Hedge Fund Activity: Q2 2016 in Review

118 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q2 2016, worth a combined $353M — up 27% from $278M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SBSI positions and 5 closed out — a net gain of 8 holders — while 53 added to existing stakes and 44 trimmed.

The largest buyer was Hancock Whitney, opening a new position worth an estimated $6.84M. The largest seller was Hutchin Hill Capital, exiting entirely with an estimated $7.88M sold.

  • 118 institutional investors held Southside Bancshares (SBSI) as of Q2 2016, up from 111 in Q1 2016.
  • Funds reported $353M of Southside Bancshares stock for Q2 2016, up 27% quarter-over-quarter.
  • 13 funds opened new Southside Bancshares positions in Q2 2016 and 5 closed out, a net change of +8 holders.
  • The largest Southside Bancshares buyer in Q2 2016 was Hancock Whitney, an estimated $6.84M added.
  • The largest Southside Bancshares seller in Q2 2016 was Hutchin Hill Capital, an estimated $7.88M sold.

Based on aggregated 13F filings for Q2 2016.