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Southside Bancshares
SBSI

130 hedge funds and large institutions have $627M invested in Southside Bancshares in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 32

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

13% more capital invested

Capital invested by funds: $557M → $627M (+$70.9M)

4.24% more ownership

Funds ownership: 47.15% → 51.39% (+4.2%)

4% more funds holding

Funds holding: 125 → 130 (+5)

Holders
130
Holders Change
+5
Holders Change %
+4%
% of All Funds
2.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
55
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$21.8M
2
Renaissance Technologies
Renaissance Technologies
New York
+$4.47M
3
Millennium Management
Millennium Management
New York
+$3.23M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.19M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.94M

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$2.48M
2
SCA
Secor Capital Advisors
New York
-$1.93M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.61M
4
Deutsche Bank
Deutsche Bank
Germany
-$1.04M
5
Two Sigma Investments
Two Sigma Investments
New York
-$482K
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
51
Russell Investments Group
United Kingdom
$1.07M -$156K -4,421 -13%
JP Morgan Chase
52
JP Morgan Chase
New York
$1.06M -$1.61M -45,554 -60%
CS
53
Credit Suisse
Switzerland
$1.05M +$1.34K +38 +0.1%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$1.02M -$10.8K -304 -1%
Comerica Bank
55
Comerica Bank
Texas
$1.01M +$88.9K +2,514 +8%
AIG
56
American International Group
New York
$907K +$39.6K +1,121 +4%
State Board of Administration of Florida Retirement System
57
State Board of Administration of Florida Retirement System
Florida
$858K – – –
NGA
58
Naples Global Advisors
Florida
$850K +$30.9K +875 +4%
UBS Group
59
UBS Group
Switzerland
$844K +$340K +9,608 +66%
Public Sector Pension Investment Board (PSP Investments)
60
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$794K +$197K +5,584 +32%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$782K +$122K +3,460 +18%
KP
62
Keel Point
Alabama
$744K +$756K +21,390 New
TPSF
63
Texas Permanent School Fund
Texas
$722K +$102K +2,879 +16%
Creative Planning
64
Creative Planning
Kansas
$714K -$2.48M -70,000 -77%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$707K -$116K -3,279 -14%
Citigroup
66
Citigroup
New York
$696K +$473K +13,386 +202%
UBS AM
67
UBS AM
Illinois
$620K – – –
State of Tennessee, Department of Treasury
68
State of Tennessee, Department of Treasury
Tennessee
$616K -$38.3K -1,084 -6%
MFT
69
Moisand Fitzgerald Tamayo
Florida
$575K – – –
Bank of America
70
Bank of America
North Carolina
$547K +$144K +4,083 +35%
SFS
71
Sowell Financial Services
Arkansas
$546K +$555K +15,704 New
AG
72
Aperio Group
California
$542K -$24K -680 -4%
MIM
73
MetLife Investment Management
New Jersey
$540K – – –
VRS
74
Virginia Retirement Systems
Virginia
$515K -$21.2K -600 -4%
LSERS
75
Louisiana State Employees Retirement System
Louisiana
$507K +$77.8K +2,200 +18%
1 2
3
4 5

SBSI Hedge Fund Activity: Q3 2018 in Review

130 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2018, worth a combined $627M — up 13% from $557M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SBSI positions and 10 closed out — a net gain of 6 holders — while 55 added to existing stakes and 32 trimmed.

The largest buyer was BlackRock, adding an estimated $21.8M. The largest seller was Creative Planning, cutting an estimated $2.48M.

  • 130 institutional investors held Southside Bancshares (SBSI) as of Q3 2018, up from 125 in Q2 2018.
  • Funds reported $627M of Southside Bancshares stock for Q3 2018, up 13% quarter-over-quarter.
  • 16 funds opened new Southside Bancshares positions in Q3 2018 and 10 closed out, a net change of +6 holders.
  • The largest Southside Bancshares buyer in Q3 2018 was BlackRock, an estimated $21.8M added.
  • The largest Southside Bancshares seller in Q3 2018 was Creative Planning, an estimated $2.48M sold.

Based on aggregated 13F filings for Q3 2018.