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Southside Bancshares
SBSI

120 hedge funds and large institutions have $681M invested in Southside Bancshares in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

12% more capital invested

Capital invested by funds: $610M → $681M (+$70.9M)

3% more funds holding

Funds holding: 117 → 120 (+3)

1.3% more ownership

Funds ownership: 53% → 54.3% (+1.3%)

Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
46
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$6.35M
2
BlackRock
BlackRock
New York
+$4.51M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.15M
4
State Street
State Street
Massachusetts
+$1.7M
5
Morgan Stanley
Morgan Stanley
New York
+$1.64M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$2.45M
2
Goldman Sachs
Goldman Sachs
New York
-$1.68M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.13M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.03M
5
Bank of America
Bank of America
North Carolina
-$663K
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
$1.06M -$4.24K -120 -0.4%
UBS AM
52
UBS AM
Illinois
$1.03M +$4.28K +121 +0.4%
CS
53
Credit Suisse
Switzerland
$957K +$91.4K +2,588 +11%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$939K +$2.44K +69 +0.3%
WCM
55
Weld Capital Management
New York
$901K +$857K +24,268 New
SOADOR
56
State of Alaska Department of Revenue
Alaska
$890K -$14.4K -409 -2%
AIG
57
American International Group
New York
$859K -$21.8K -616 -3%
TPSF
58
Texas Permanent School Fund
Texas
$806K +$4.2K +119 +0.6%
KP
59
Keel Point
Alabama
$792K – – –
ASRS
60
Arizona State Retirement System
Arizona
$786K -$569K -16,092 -43%
AG
61
Aperio Group
California
$739K +$30.1K +853 +4%
KFA
62
Krane Funds Advisors
New York
$709K +$50.9K +1,442 +8%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$702K -$19.5K -553 -3%
SFS
64
Sowell Financial Services
Arkansas
$610K +$4.88K +138 +0.8%
VOYA Investment Management
65
VOYA Investment Management
Georgia
$608K +$71.5K +2,024 +14%
KBC Group
66
KBC Group
Belgium
$566K +$95K +2,689 +21%
MIM
67
MetLife Investment Management
New Jersey
$480K -$91.8K -2,599 -17%
State of Tennessee, Department of Treasury
68
State of Tennessee, Department of Treasury
Tennessee
$480K -$47.5K -1,344 -9%
OPERF
69
Oregon Public Employees Retirement Fund
Oregon
$475K -$14.1K -400 -3%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$468K – – –
Russell Investments Group
71
Russell Investments Group
United Kingdom
$468K – – –
MSA
72
Mason Street Advisors
Wisconsin
$411K +$10K +284 +3%
LSERS
73
Louisiana State Employees Retirement System
Louisiana
$403K -$30K -850 -7%
COPPSERS
74
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$400K +$35 +1 +0%
Deutsche Bank
75
Deutsche Bank
Germany
$399K +$80.3K +2,274 +27%
1 2
3
4 5

SBSI Hedge Fund Activity: Q4 2019 in Review

120 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2019, worth a combined $681M — up 12% from $610M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SBSI positions and 8 closed out — a net gain of 4 holders — while 46 added to existing stakes and 39 trimmed.

The largest buyer was Millennium Management, adding an estimated $6.35M. The largest seller was Renaissance Technologies, cutting an estimated $2.45M.

  • 120 institutional investors held Southside Bancshares (SBSI) as of Q4 2019, up from 117 in Q3 2019.
  • Funds reported $681M of Southside Bancshares stock for Q4 2019, up 12% quarter-over-quarter.
  • 12 funds opened new Southside Bancshares positions in Q4 2019 and 8 closed out, a net change of +4 holders.
  • The largest Southside Bancshares buyer in Q4 2019 was Millennium Management, an estimated $6.35M added.
  • The largest Southside Bancshares seller in Q4 2019 was Renaissance Technologies, an estimated $2.45M sold.

Based on aggregated 13F filings for Q4 2019.