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Southside Bancshares
SBSI

127 hedge funds and large institutions have $458M invested in Southside Bancshares in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

9% more funds holding

Funds holding: 116 → 127 (+11)

2.99% less ownership

Funds ownership: 53.08% → 50.09% (-3%)

16% less capital invested

Capital invested by funds: $546M → $458M (-$87.6M)

39% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 51

Holders
127
Holders Change
+11
Holders Change %
+9.48%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
31
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
+$3.96M
2
Millennium Management
Millennium Management
New York
+$3.27M
3
First Trust Advisors
First Trust Advisors
Illinois
+$1.55M
4
Squarepoint
Squarepoint
New York
+$1.34M
5
State Street
State Street
Massachusetts
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$16.6M
2
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
-$16.2M
3
HI
Handelsinvest Investeringsforvaltning
Denmark
-$5.47M
4
Victory Capital Management
Victory Capital Management
Texas
-$5.01M
5
BlackRock
BlackRock
New York
-$3.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
51
Bank of America
North Carolina
$790K -$271K -9,549 -25%
State Board of Administration of Florida Retirement System
52
State Board of Administration of Florida Retirement System
Florida
$789K – – –
UBS Group
53
UBS Group
Switzerland
$783K +$42.4K +1,493 +6%
ECM
54
ExodusPoint Capital Management
New York
$750K +$769K +27,057 New
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$720K -$17.9K -629 -2%
NGA
56
Naples Global Advisors
Florida
$699K -$4.97K -175 -0.7%
TPSF
57
Texas Permanent School Fund
Texas
$680K -$69.9K -2,460 -9%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$625K +$640K +22,543 New
AIG
59
American International Group
New York
$619K +$8.21K +289 +1%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$547K +$249K +8,751 +79%
KFA
61
Krane Funds Advisors
New York
$544K -$25K -881 -4%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$498K -$54.5K -1,918 -10%
Citigroup
63
Citigroup
New York
$482K +$198K +6,958 +67%
SFS
64
Sowell Financial Services
Arkansas
$464K +$4.6K +162 +1%
Deutsche Bank
65
Deutsche Bank
Germany
$460K +$182K +6,409 +63%
SFI
66
Susquehanna Fundamental Investments
Pennsylvania
$444K +$454K +16,000 New
TD Asset Management
67
TD Asset Management
Ontario, Canada
$444K +$455K +16,022 New
Balyasny Asset Management
68
Balyasny Asset Management
Illinois
$439K +$450K +15,841 New
COPPSERS
69
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$433K -$9.97K -351 -2%
MIM
70
MetLife Investment Management
New Jersey
$400K +$42.2K +1,487 +11%
Voloridge Investment Management
71
Voloridge Investment Management
Florida
$398K +$408K +14,349 New
HF
72
HRT Financial
New York
$380K +$389K +13,712 New
OPERF
73
Oregon Public Employees Retirement Fund
Oregon
$355K – – –
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$350K – – –
AG
75
Aperio Group
California
$325K -$77.2K -2,719 -19%
1 2
3
4 5

SBSI Hedge Fund Activity: Q2 2020 in Review

127 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q2 2020, worth a combined $458M — down 16% from $546M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SBSI positions and 12 closed out — a net gain of 12 holders — while 31 added to existing stakes and 51 trimmed.

The largest buyer was Maltese Capital Management, opening a new position worth an estimated $3.96M. The largest seller was Invesco, cutting an estimated $16.6M.

  • 127 institutional investors held Southside Bancshares (SBSI) as of Q2 2020, up from 116 in Q1 2020.
  • Funds reported $458M of Southside Bancshares stock for Q2 2020, down 16% quarter-over-quarter.
  • 24 funds opened new Southside Bancshares positions in Q2 2020 and 12 closed out, a net change of +12 holders.
  • The largest Southside Bancshares buyer in Q2 2020 was Maltese Capital Management, an estimated $3.96M added.
  • The largest Southside Bancshares seller in Q2 2020 was Invesco, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2020.