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Southside Bancshares

118 hedge funds and large institutions have $576M invested in Southside Bancshares in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 32

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

0.53% less ownership

Funds ownership: 53.34%52.81% (-0.53%)

4% less capital invested

Capital invested by funds: $598M → $576M (-$21.6M)

2% less funds holding

Funds holding: 120118 (-2)

Holders
118
Holders Change
-2
Holders Change %
-1.67%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
43
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NGA
51
Naples Global Advisors
Florida
$941K -$20.3K -600 -2%
State Board of Administration of Florida Retirement System
52
State Board of Administration of Florida Retirement System
Florida
$875K +$1.73K +51 +0.2%
UBS AM
53
UBS AM
Illinois
$824K +$70.6K +2,085 +9%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$804K -$13.7K -406 -2%
AIG
55
American International Group
New York
$777K -$4.06K -120 -0.5%
CS
56
Credit Suisse
Switzerland
$742K -$102K -3,003 -12%
TPSF
57
Texas Permanent School Fund
Texas
$696K +$271 +8 +0%
KP
58
Keel Point
Alabama
$691K
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$631K -$21K -620 -3%
AG
60
Aperio Group
California
$601K -$30.5K -902 -5%
MFT
61
Moisand Fitzgerald Tamayo
Florida
$535K
UBS Group
62
UBS Group
Switzerland
$523K +$366K +10,816 +203%
MIM
63
MetLife Investment Management
New Jersey
$503K
VOYA Investment Management
64
VOYA Investment Management
Georgia
$464K +$9.82K +290 +2%
State of Tennessee, Department of Treasury
65
State of Tennessee, Department of Treasury
Tennessee
$425K
OPERF
66
Oregon Public Employees Retirement Fund
Oregon
$421K +$6.77K +200 +2%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$408K
LSERS
68
Louisiana State Employees Retirement System
Louisiana
$383K
RJFSA
69
Raymond James Financial Services Advisors
Florida
$377K -$116K -3,436 -23%
VRS
70
Virginia Retirement Systems
Virginia
$363K +$13.5K +400 +4%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$357K +$373K +11,030 New
MLICM
72
Metropolitan Life Insurance Company (MetLife)
New York
$355K
COPPSERS
73
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$351K -$474 -14 -0.1%
SOADOR
74
State of Alaska Department of Revenue
Alaska
$348K +$3.56K +105 +1%
MSA
75
Mason Street Advisors
Wisconsin
$343K +$13.8K +409 +4%

SBSI Hedge Fund Activity: Q2 2019 in Review

118 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q2 2019, worth a combined $576M — down 3.6% from $598M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SBSI positions and 10 closed out — a net gain of 2 holders — while 43 added to existing stakes and 32 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $3.98M. The largest seller was Walthausen & Co, exiting entirely with an estimated $7.54M sold.

  • 118 institutional investors held Southside Bancshares (SBSI) as of Q2 2019, down from 120 in Q1 2019.
  • Funds reported $576M of Southside Bancshares stock for Q2 2019, down 3.6% quarter-over-quarter.
  • 12 funds opened new Southside Bancshares positions in Q2 2019 and 10 closed out, a net change of +2 holders.
  • The largest Southside Bancshares buyer in Q2 2019 was Nuveen, an estimated $3.98M added.
  • The largest Southside Bancshares seller in Q2 2019 was Walthausen & Co, an estimated $7.54M sold.

Based on aggregated 13F filings for Q2 2019.