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Southside Bancshares

116 hedge funds and large institutions have $376M invested in Southside Bancshares in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 44

6% more capital invested

Capital invested by funds: $353M → $376M (+$22.8M)

2% less funds holding

Funds holding: 118116 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
3.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
49
Reduced
44
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$806K +$7.31K +235 +0.9%
LSV Asset Management
52
LSV Asset Management
Illinois
$787K -$326K -10,486 -29%
First Trust Advisors
53
First Trust Advisors
Illinois
$786K -$47.7K -1,535 -6%
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$774K +$31 +1 +0%
BCM
55
Bridgeway Capital Management
Texas
$736K +$1.59K +51 +0.2%
Citigroup
56
Citigroup
New York
$675K +$179K +5,769 +37%
Legal & General Group
57
Legal & General Group
United Kingdom
$661K +$530K +17,058 +424%
UBS AM
58
UBS AM
Illinois
$647K +$22.3K +717 +4%
State of Tennessee, Department of Treasury
59
State of Tennessee, Department of Treasury
Tennessee
$625K -$62 -2 -0%
TPSF
60
Texas Permanent School Fund
Texas
$598K -$1.46K -47 -0.2%
MLICM
61
Metropolitan Life Insurance Company (MetLife)
New York
$587K -$28.6K -921 -5%
AIG
62
American International Group
New York
$586K -$342 -11 -0.1%
AP
63
AHL Partners
United Kingdom
$582K +$577K +18,538 New
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$573K +$3.98K +128 +0.7%
GCP
65
GSA Capital Partners
United Kingdom
$566K -$230K -7,399 -29%
Public Sector Pension Investment Board (PSP Investments)
66
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$550K +$62 +2 +0%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$535K -$2.15K -69 -0.4%
MFT
68
Moisand Fitzgerald Tamayo
Florida
$519K +$514K +16,528 New
AG
69
Aperio Group
California
$466K +$21.7K +697 +5%
OSAM
70
O'Shaughnessy Asset Management
Connecticut
$459K
VRS
71
Virginia Retirement Systems
Virginia
$441K -$51K -1,639 -10%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$422K +$291K +9,359 +229%
BA
73
BlackRock Advisors
Delaware
$420K +$24.8K +797 +6%
ASRS
74
Arizona State Retirement System
Arizona
$407K -$31 -1 -0%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$400K +$16.6K +533 +4%

SBSI Hedge Fund Activity: Q3 2016 in Review

116 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2016, worth a combined $376M — up 6.5% from $353M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SBSI and 6 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 49 added.

The largest buyer was Handelsbanken Fonder, opening a new position worth an estimated $13.1M. The largest seller was American Century Companies, cutting an estimated $3.49M.

  • 116 institutional investors held Southside Bancshares (SBSI) as of Q3 2016, down from 118 in Q2 2016.
  • Funds reported $376M of Southside Bancshares stock for Q3 2016, up 6.5% quarter-over-quarter.
  • 6 funds opened new Southside Bancshares positions in Q3 2016 and 8 closed out, a net change of -2 holders.
  • The largest Southside Bancshares buyer in Q3 2016 was Handelsbanken Fonder, an estimated $13.1M added.
  • The largest Southside Bancshares seller in Q3 2016 was American Century Companies, an estimated $3.49M sold.

Based on aggregated 13F filings for Q3 2016.