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Southside Bancshares
SBSI

133 hedge funds and large institutions have $527M invested in Southside Bancshares in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

187% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 23

50.25% more ownership

Funds ownership: 0% → 50.25% (+50%)

40% more capital invested

Capital invested by funds: $376M → $527M (+$151M)

15% more funds holding

Funds holding: 116 → 133 (+17)

Holders
133
Holders Change
+17
Holders Change %
+14.66%
% of All Funds
3.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
66
Reduced
23
Closed
6
Calls
$1.06M
Puts
–
Net Calls
+$1.06M
Net Calls Change
+$1.06M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$11.9M
2
BFA
BlackRock Fund Advisors
California
+$11.6M
3
Northern Trust
Northern Trust
Illinois
+$6.07M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$5.31M
5
Morgan Stanley
Morgan Stanley
New York
+$5.18M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$7.3M
2
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$3M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$1.44M
4
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
-$1.06M
5
UBS Group
UBS Group
Switzerland
-$955K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fisher Asset Management
51
Fisher Asset Management
Washington
$1.51M -$1.44M -41,671 -50%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$1.42M -$31.7K -917 -2%
NFA
53
Nationwide Fund Advisors
Ohio
$1.41M -$38.8K -1,124 -3%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$1.35M +$1.27M +36,762 New
STMM
55
South Texas Money Management
Texas
$1.34M – – –
Canada Life
56
Canada Life
Manitoba, Canada
$1.33M +$77.3K +2,238 +7%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$1.23M +$258K +7,477 +29%
Stifel Financial
58
Stifel Financial
Missouri
$1.22M +$1.14M +33,062 New
GCP
59
GSA Capital Partners
United Kingdom
$1.2M +$502K +14,538 +81%
AllianceBernstein
60
AllianceBernstein
Tennessee
$1.19M – – –
PPA
61
Parametric Portfolio Associates
Washington
$1.07M -$26.8K -775 -3%
Comerica Bank
62
Comerica Bank
Texas
$1.04M +$116K +3,362 +13%
Bank of America
63
Bank of America
North Carolina
$1.02M +$668K +19,335 +229%
IPC
64
Independent Portfolio Consultants
Florida
$998K -$26.1K -755 -3%
Two Sigma Advisers
65
Two Sigma Advisers
New York
$964K +$906K +26,223 New
IP
66
Interval Partners
New York
$942K +$885K +25,625 New
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$906K – – –
BCM
68
Bridgeway Capital Management
Texas
$850K -$10.6K -308 -1%
HCM
69
Highbridge Capital Management
New York
$772K +$725K +20,982 New
State of Tennessee, Department of Treasury
70
State of Tennessee, Department of Treasury
Tennessee
$732K – – –
TPSF
71
Texas Permanent School Fund
Texas
$720K +$18.4K +534 +3%
Public Sector Pension Investment Board (PSP Investments)
72
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$719K +$70.8K +2,050 +12%
MLICM
73
Metropolitan Life Insurance Company (MetLife)
New York
$688K – – –
AIG
74
American International Group
New York
$687K +$760 +22 +0.1%
LSV Asset Management
75
LSV Asset Management
Illinois
$678K -$229K -6,637 -26%
1 2
3
4 5

SBSI Hedge Fund Activity: Q4 2016 in Review

133 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2016, worth a combined $527M — up 40% from $376M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SBSI positions and 6 closed out — a net gain of 19 holders — while 66 added to existing stakes and 23 trimmed.

The largest buyer was Millennium Management, adding an estimated $11.9M. The largest seller was American Century Companies, cutting an estimated $7.3M.

  • 133 institutional investors held Southside Bancshares (SBSI) as of Q4 2016, up from 116 in Q3 2016.
  • Funds reported $527M of Southside Bancshares stock for Q4 2016, up 40% quarter-over-quarter.
  • 25 funds opened new Southside Bancshares positions in Q4 2016 and 6 closed out, a net change of +19 holders.
  • The largest Southside Bancshares buyer in Q4 2016 was Millennium Management, an estimated $11.9M added.
  • The largest Southside Bancshares seller in Q4 2016 was American Century Companies, an estimated $7.3M sold.

Based on aggregated 13F filings for Q4 2016.