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Southside Bancshares

116 hedge funds and large institutions have $388M invested in Southside Bancshares in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

1.96% less ownership

Funds ownership: 50.09%48.13% (-2%)

9% less funds holding

Funds holding: 127116 (-11)

15% less capital invested

Capital invested by funds: $458M → $388M (-$70M)

63% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 16

Holders
116
Holders Change
-11
Holders Change %
-8.66%
% of All Funds
2.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
41
Reduced
39
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DTL
51
Dynamic Technology Lab
Singapore
$644K +$712K +26,356 New
NGA
52
Naples Global Advisors
Florida
$628K +$13.5K +500 +2%
COPPSERS
53
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$595K +$236K +8,731 +56%
TD Asset Management
54
TD Asset Management
Ontario, Canada
$565K +$192K +7,100 +44%
AIG
55
American International Group
New York
$533K -$13.6K -503 -2%
Fisher Asset Management
56
Fisher Asset Management
Washington
$526K -$250K -9,239 -30%
KFA
57
Krane Funds Advisors
New York
$478K -$1.65K -61 -0.3%
State of Tennessee, Department of Treasury
58
State of Tennessee, Department of Treasury
Tennessee
$464K +$227K +8,394 +79%
Two Sigma Advisers
59
Two Sigma Advisers
New York
$460K +$278K +10,300 +121%
Tudor Investment Corp
60
Tudor Investment Corp
Connecticut
$454K +$203K +7,510 +68%
Bank of America
61
Bank of America
North Carolina
$446K -$277K -10,266 -36%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$446K
Deutsche Bank
63
Deutsche Bank
Germany
$437K +$35.9K +1,330 +8%
VOYA Investment Management
64
VOYA Investment Management
Georgia
$429K +$169K +6,272 +56%
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$416K -$149K -5,519 -24%
SFS
66
Sowell Financial Services
Arkansas
$414K +$4.97K +184 +1%
HF
67
HRT Financial
New York
$380K +$50.6K +1,872 +14%
SFI
68
Susquehanna Fundamental Investments
Pennsylvania
$364K -$29.6K -1,097 -7%
LSERS
69
Louisiana State Employees Retirement System
Louisiana
$354K +$163K +6,050 +72%
MIM
70
MetLife Investment Management
New Jersey
$352K
II
71
Inspire Investing
Idaho
$327K +$129K +4,774 +55%
OPERF
72
Oregon Public Employees Retirement Fund
Oregon
$313K
AG
73
Aperio Group
California
$295K +$9.64K +357 +3%
JP Morgan Chase
74
JP Morgan Chase
New York
$289K +$19K +704 +6%
MSA
75
Mason Street Advisors
Wisconsin
$288K +$3.32K +123 +1%

SBSI Hedge Fund Activity: Q3 2020 in Review

116 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2020, worth a combined $388M — down 15% from $458M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of SBSI and 6 opened new positions — a net loss of 10 holders — while 39 trimmed existing stakes and 41 added.

The largest buyer was Invesco, adding an estimated $2.11M. The largest seller was Millennium Management, cutting an estimated $5.58M.

  • 116 institutional investors held Southside Bancshares (SBSI) as of Q3 2020, down from 127 in Q2 2020.
  • Funds reported $388M of Southside Bancshares stock for Q3 2020, down 15% quarter-over-quarter.
  • 6 funds opened new Southside Bancshares positions in Q3 2020 and 16 closed out, a net change of -10 holders.
  • The largest Southside Bancshares buyer in Q3 2020 was Invesco, an estimated $2.11M added.
  • The largest Southside Bancshares seller in Q3 2020 was Millennium Management, an estimated $5.58M sold.

Based on aggregated 13F filings for Q3 2020.