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Southside Bancshares

123 hedge funds and large institutions have $514M invested in Southside Bancshares in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

2% more funds holding

Funds holding: 121123 (+2)

6% less capital invested

Capital invested by funds: $549M → $514M (-$35.5M)

7.74% less ownership

Funds ownership: 51.35%43.61% (-7.7%)

Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
2.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
40
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
51
Russell Investments Group
United Kingdom
$1.08M -$306K -8,648 -21%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$1.05M
Comerica Bank
53
Comerica Bank
Texas
$1M -$25K -706 -2%
CCG
54
Chatham Capital Group
Georgia
$847K +$9.2K +260 +1%
Victory Capital Management
55
Victory Capital Management
Texas
$840K +$53.5K +1,512 +6%
State Board of Administration of Florida Retirement System
56
State Board of Administration of Florida Retirement System
Florida
$831K
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$787K +$131K +3,690 +19%
HCM
58
Hodges Capital Management
Texas
$776K -$51.1K -1,445 -6%
SEI Investments
59
SEI Investments
Pennsylvania
$772K +$6.54K +185 +0.8%
AIG
60
American International Group
New York
$741K +$3.11K +88 +0.4%
State of Tennessee, Department of Treasury
61
State of Tennessee, Department of Treasury
Tennessee
$724K -$82.8K -2,340 -10%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$705K +$14.7K +416 +2%
Bank of America
63
Bank of America
North Carolina
$642K -$763K -21,576 -53%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$638K +$120K +3,401 +22%
TPSF
65
Texas Permanent School Fund
Texas
$628K -$52.7K -1,491 -7%
LSV Asset Management
66
LSV Asset Management
Illinois
$621K
AG
67
Aperio Group
California
$619K -$31.8K -899 -5%
Public Sector Pension Investment Board (PSP Investments)
68
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$581K
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$578K +$12K +338 +2%
MFT
70
Moisand Fitzgerald Tamayo
Florida
$557K
VOYA Investment Management
71
VOYA Investment Management
Georgia
$505K
MIM
72
MetLife Investment Management
New Jersey
$438K +$460K +12,998 New
Citigroup
73
Citigroup
New York
$434K -$365K -10,311 -44%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$407K -$65.8K -1,859 -13%
LSERS
75
Louisiana State Employees Retirement System
Louisiana
$400K +$24.8K +700 +6%

SBSI Hedge Fund Activity: Q4 2017 in Review

123 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2017, worth a combined $514M — down 6.5% from $549M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SBSI positions and 14 closed out — a net gain of 2 holders — while 40 added to existing stakes and 35 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.62M. The largest seller was Hancock Whitney, exiting entirely with an estimated $9.05M sold.

  • 123 institutional investors held Southside Bancshares (SBSI) as of Q4 2017, up from 121 in Q3 2017.
  • Funds reported $514M of Southside Bancshares stock for Q4 2017, down 6.5% quarter-over-quarter.
  • 16 funds opened new Southside Bancshares positions in Q4 2017 and 14 closed out, a net change of +2 holders.
  • The largest Southside Bancshares buyer in Q4 2017 was Royal Bank of Canada, an estimated $3.62M added.
  • The largest Southside Bancshares seller in Q4 2017 was Hancock Whitney, an estimated $9.05M sold.

Based on aggregated 13F filings for Q4 2017.