We are live on ! Find out more
SBSI icon

Southside Bancshares
SBSI

124 hedge funds and large institutions have $503M invested in Southside Bancshares in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

30% more capital invested

Capital invested by funds: $388M → $503M (+$115M)

7% more funds holding

Funds holding: 116 → 124 (+8)

0.98% more ownership

Funds ownership: 48.13% → 49.12% (+0.98%)

14% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 44

Holders
124
Holders Change
+8
Holders Change %
+6.9%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
38
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.45M
2
Millennium Management
Millennium Management
New York
+$4.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.11M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.05M
5
TAM
Third Avenue Management
New York
+$907K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$3.03M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.57M
3
Invesco
Invesco
Georgia
-$1.17M
4
Squarepoint
Squarepoint
New York
-$948K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$694K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
51
Bank of America
North Carolina
$815K +$231K +8,012 +44%
NGA
52
Naples Global Advisors
Florida
$797K -$719 -25 -0.1%
TPSF
53
Texas Permanent School Fund
Texas
$783K -$118K -4,085 -14%
SOADOR
54
State of Alaska Department of Revenue
Alaska
$758K -$138K -4,806 -16%
COPPSERS
55
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$755K -$374 -13 -0.1%
Deutsche Bank
56
Deutsche Bank
Germany
$752K +$182K +6,334 +35%
State of Tennessee, Department of Treasury
57
State of Tennessee, Department of Treasury
Tennessee
$620K +$29.6K +1,028 +5%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$576K +$9.41K +327 +2%
Fisher Asset Management
59
Fisher Asset Management
Washington
$554K -$106K -3,676 -17%
GCP
60
GSA Capital Partners
United Kingdom
$530K +$491K +17,066 New
SFS
61
Sowell Financial Services
Arkansas
$526K – – –
AQR Capital Management
62
AQR Capital Management
Connecticut
$526K +$244K +8,464 +100%
Squarepoint
63
Squarepoint
New York
$478K -$948K -32,926 -68%
TD Asset Management
64
TD Asset Management
Ontario, Canada
$475K -$224K -7,800 -34%
CB
65
Commerce Bank
Missouri
$458K +$425K +14,754 New
LSERS
66
Louisiana State Employees Retirement System
Louisiana
$450K – – –
MIM
67
MetLife Investment Management
New Jersey
$447K – – –
II
68
Inspire Investing
Idaho
$444K +$26.8K +930 +7%
HighTower Advisors
69
HighTower Advisors
Illinois
$399K +$371K +12,877 New
OPERF
70
Oregon Public Employees Retirement Fund
Oregon
$391K -$5.67K -197 -2%
AG
71
Aperio Group
California
$388K +$12.9K +447 +4%
Citigroup
72
Citigroup
New York
$375K +$229K +7,953 +192%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$368K +$67.6K +2,349 +25%
MSA
74
Mason Street Advisors
Wisconsin
$364K -$1.64K -57 -0.5%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$360K – – –
1 2
3
4 5

SBSI Hedge Fund Activity: Q4 2020 in Review

124 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2020, worth a combined $503M — up 30% from $388M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SBSI positions and 10 closed out — a net gain of 8 holders — while 38 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock, adding an estimated $5.45M. The largest seller was Renaissance Technologies, cutting an estimated $3.03M.

  • 124 institutional investors held Southside Bancshares (SBSI) as of Q4 2020, up from 116 in Q3 2020.
  • Funds reported $503M of Southside Bancshares stock for Q4 2020, up 30% quarter-over-quarter.
  • 18 funds opened new Southside Bancshares positions in Q4 2020 and 10 closed out, a net change of +8 holders.
  • The largest Southside Bancshares buyer in Q4 2020 was BlackRock, an estimated $5.45M added.
  • The largest Southside Bancshares seller in Q4 2020 was Renaissance Technologies, an estimated $3.03M sold.

Based on aggregated 13F filings for Q4 2020.