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Southside Bancshares
SBSI

117 hedge funds and large institutions have $610M invested in Southside Bancshares in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 57 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 28

6% more capital invested

Capital invested by funds: $576M → $610M (+$33.7M)

0.2% more ownership

Funds ownership: 52.81% → 53% (+0.2%)

1% less funds holding

Funds holding: 118 → 117 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
117
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
2.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
57
Reduced
28
Closed
4
Calls
$611K
Puts
–
Net Calls
+$611K
Net Calls Change
+$611K

Top Buyers

1
Invesco
Invesco
Georgia
+$3.18M
2
Goldman Sachs
Goldman Sachs
New York
+$2.29M
3
BlackRock
BlackRock
New York
+$1.97M
4
Victory Capital Management
Victory Capital Management
Texas
+$1.91M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$831K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$3.08M
2
Millennium Management
Millennium Management
New York
-$2.81M
3
Creative Planning
Creative Planning
Kansas
-$2.61M
4
State Street
State Street
Massachusetts
-$1.36M
5
Canada Life
Canada Life
Manitoba, Canada
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
State Board of Administration of Florida Retirement System
51
State Board of Administration of Florida Retirement System
Florida
$975K +$51.6K +1,554 +6%
UBS AM
52
UBS AM
Illinois
$939K +$68.5K +2,062 +8%
Citigroup
53
Citigroup
New York
$898K +$578K +17,386 +194%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$860K +$12K +361 +1%
SOADOR
55
State of Alaska Department of Revenue
Alaska
$831K +$452K +13,597 +126%
AIG
56
American International Group
New York
$810K -$8.67K -261 -1%
CS
57
Credit Suisse
Switzerland
$791K +$9.07K +273 +1%
TPSF
58
Texas Permanent School Fund
Texas
$737K +$2.76K +83 +0.4%
KP
59
Keel Point
Alabama
$728K – – –
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$669K -$930 -28 -0.1%
AG
61
Aperio Group
California
$649K +$14.9K +447 +2%
KFA
62
Krane Funds Advisors
New York
$602K +$527K +15,869 +888%
SFS
63
Sowell Financial Services
Arkansas
$556K +$541K +16,293 New
MIM
64
MetLife Investment Management
New Jersey
$530K – – –
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$514K +$135K +4,050 +37%
WG
66
Winton Group
United Kingdom
$491K +$478K +14,384 New
VOYA Investment Management
67
VOYA Investment Management
Georgia
$489K – – –
State of Tennessee, Department of Treasury
68
State of Tennessee, Department of Treasury
Tennessee
$486K +$37.2K +1,121 +9%
Acadian Asset Management
69
Acadian Asset Management
Massachusetts
$452K +$93.7K +2,821 +27%
OPERF
70
Oregon Public Employees Retirement Fund
Oregon
$450K +$6.64K +200 +2%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$431K +$118K +3,539 +39%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$430K – – –
KBC Group
73
KBC Group
Belgium
$428K +$161K +4,846 +63%
VRS
74
Virginia Retirement Systems
Virginia
$423K +$39.9K +1,200 +11%
LSERS
75
Louisiana State Employees Retirement System
Louisiana
$399K -$3.32K -100 -0.8%
1 2
3
4 5

SBSI Hedge Fund Activity: Q3 2019 in Review

117 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2019, worth a combined $610M — up 5.8% from $576M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SBSI and 3 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 57 added.

The largest buyer was Invesco, adding an estimated $3.18M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.08M sold.

  • 117 institutional investors held Southside Bancshares (SBSI) as of Q3 2019, down from 118 in Q2 2019.
  • Funds reported $610M of Southside Bancshares stock for Q3 2019, up 5.8% quarter-over-quarter.
  • 3 funds opened new Southside Bancshares positions in Q3 2019 and 4 closed out, a net change of -1 holder.
  • The largest Southside Bancshares buyer in Q3 2019 was Invesco, an estimated $3.18M added.
  • The largest Southside Bancshares seller in Q3 2019 was Citadel Advisors, an estimated $3.08M sold.

Based on aggregated 13F filings for Q3 2019.