We are live on ! Find out more
SBSI icon

Southside Bancshares
SBSI

120 hedge funds and large institutions have $598M invested in Southside Bancshares in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 53 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

6% more capital invested

Capital invested by funds: $566M → $598M (+$32.5M)

2.68% more ownership

Funds ownership: 50.66% → 53.34% (+2.7%)

2% more funds holding

Funds holding: 118 → 120 (+2)

40% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 53

Holders
120
Holders Change
+2
Holders Change %
+1.69%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
32
Reduced
53
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$15.9M
2
Millennium Management
Millennium Management
New York
+$5.52M
3
Goldman Sachs
Goldman Sachs
New York
+$2.21M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.2M
5
ProShare Advisors
ProShare Advisors
Maryland
+$962K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$5.83M
2
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
-$4.74M
3
WC
Walthausen & Co
New York
-$2.79M
4
Bank of America
Bank of America
North Carolina
-$1.2M
5
State Street
State Street
Massachusetts
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
51
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$961K – – –
State Board of Administration of Florida Retirement System
52
State Board of Administration of Florida Retirement System
Florida
$896K +$78.4K +2,312 +9%
CS
53
Credit Suisse
Switzerland
$861K -$310K -9,139 -26%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$839K +$77.6K +2,289 +10%
AIG
55
American International Group
New York
$801K -$55.9K -1,648 -6%
Barclays
56
Barclays
United Kingdom
$797K +$368K +10,843 +82%
Bank of America
57
Bank of America
North Carolina
$788K -$1.2M -35,531 -60%
UBS AM
58
UBS AM
Illinois
$777K +$188K +5,547 +31%
TPSF
59
Texas Permanent School Fund
Texas
$715K -$4.27K -126 -0.6%
Citigroup
60
Citigroup
New York
$710K -$267K -7,880 -27%
KP
61
Keel Point
Alabama
$709K – – –
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$668K +$27.1K +798 +4%
AG
63
Aperio Group
California
$647K -$20.9K -616 -3%
MFT
64
Moisand Fitzgerald Tamayo
Florida
$549K – – –
SFS
65
Sowell Financial Services
Arkansas
$531K +$4.81K +142 +0.9%
MIM
66
MetLife Investment Management
New Jersey
$516K – – –
RJFSA
67
Raymond James Financial Services Advisors
Florida
$501K -$845K -24,910 -62%
VOYA Investment Management
68
VOYA Investment Management
Georgia
$467K -$28.3K -836 -6%
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$436K -$46.1K -1,359 -9%
SG Americas Securities
70
SG Americas Securities
New York
$428K +$251K +7,418 +135%
OPERF
71
Oregon Public Employees Retirement Fund
Oregon
$425K +$7.83K +231 +2%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$419K +$21.2K +626 +5%
MERSOM
73
Municipal Employees' Retirement System of Michigan
Michigan
$398K -$7.8K -230 -2%
LSERS
74
Louisiana State Employees Retirement System
Louisiana
$392K -$21K -619 -5%
MLICM
75
Metropolitan Life Insurance Company (MetLife)
New York
$364K – – –
1 2
3
4 5

SBSI Hedge Fund Activity: Q1 2019 in Review

120 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2019, worth a combined $598M — up 5.8% from $566M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SBSI positions and 4 closed out — a net gain of 2 holders — while 32 added to existing stakes and 53 trimmed.

The largest buyer was Invesco, adding an estimated $15.9M. The largest seller was BlackRock, cutting an estimated $5.83M.

  • 120 institutional investors held Southside Bancshares (SBSI) as of Q1 2019, up from 118 in Q4 2018.
  • Funds reported $598M of Southside Bancshares stock for Q1 2019, up 5.8% quarter-over-quarter.
  • 6 funds opened new Southside Bancshares positions in Q1 2019 and 4 closed out, a net change of +2 holders.
  • The largest Southside Bancshares buyer in Q1 2019 was Invesco, an estimated $15.9M added.
  • The largest Southside Bancshares seller in Q1 2019 was BlackRock, an estimated $5.83M sold.

Based on aggregated 13F filings for Q1 2019.