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Southside Bancshares
SBSI

122 hedge funds and large institutions have $635M invested in Southside Bancshares in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $503M → $635M (+$132M)

1.35% more ownership

Funds ownership: 49.12% → 50.47% (+1.4%)

0% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 41

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 124 → 122 (-2)

Holders
122
Holders Change
-2
Holders Change %
-1.61%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
41
Reduced
41
Closed
17
Calls
$212K
Puts
–
Net Calls
+$212K
Net Calls Change
+$212K

Top Buyers

1
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$5.67M
2
State Street
State Street
Massachusetts
+$5.35M
3
Goldman Sachs
Goldman Sachs
New York
+$3.98M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.49M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.41M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$5.09M
2
Millennium Management
Millennium Management
New York
-$4.83M
3
Northern Trust
Northern Trust
Illinois
-$3.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.9M
5
Creative Planning
Creative Planning
Kansas
-$2.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$1.05M -$80.8K -2,280 -8%
NGA
52
Naples Global Advisors
Florida
$978K -$10.6K -300 -1%
COPPSERS
53
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$924K -$12K -338 -1%
Wells Fargo
54
Wells Fargo
California
$912K -$2.32M -65,434 -73%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$908K +$572K +16,139 +216%
TPSF
56
Texas Permanent School Fund
Texas
$895K -$70.1K -1,977 -8%
Deutsche Bank
57
Deutsche Bank
Germany
$878K -$51.9K -1,464 -6%
SOADOR
58
State of Alaska Department of Revenue
Alaska
$811K -$120K -3,390 -14%
SFS
59
Sowell Financial Services
Arkansas
$714K – – –
Fisher Asset Management
60
Fisher Asset Management
Washington
$688K – – –
Assenagon Asset Management
61
Assenagon Asset Management
Luxembourg
$686K +$632K +17,821 New
II
62
Inspire Investing
Idaho
$656K +$95.8K +2,702 +19%
Citigroup
63
Citigroup
New York
$646K +$166K +4,682 +39%
MSAM
64
Moloney Securities Asset Management
Missouri
$623K +$574K +16,187 New
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$619K -$88.4K -2,494 -13%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$614K +$321K +9,053 +131%
Rafferty Asset Management
67
Rafferty Asset Management
New York
$599K +$552K +15,562 New
MIM
68
MetLife Investment Management
New Jersey
$555K – – –
LSERS
69
Louisiana State Employees Retirement System
Louisiana
$543K -$14.2K -400 -3%
CB
70
Commerce Bank
Missouri
$512K -$51.7K -1,460 -10%
HighTower Advisors
71
HighTower Advisors
Illinois
$495K – – –
OPERF
72
Oregon Public Employees Retirement Fund
Oregon
$493K +$7.09K +200 +2%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$464K +$7.23K +204 +2%
Man Group
74
Man Group
United Kingdom
$430K +$396K +11,164 New
State of Tennessee, Department of Treasury
75
State of Tennessee, Department of Treasury
Tennessee
$427K -$316K -8,913 -45%
1 2
3
4 5

SBSI Hedge Fund Activity: Q1 2021 in Review

122 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2021, worth a combined $635M — up 26% from $503M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SBSI and 16 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 41 added.

The largest buyer was Mesirow Financial Investment Management - Fixed Income, opening a new position worth an estimated $5.67M. The largest seller was Renaissance Technologies, cutting an estimated $5.09M.

  • 122 institutional investors held Southside Bancshares (SBSI) as of Q1 2021, down from 124 in Q4 2020.
  • Funds reported $635M of Southside Bancshares stock for Q1 2021, up 26% quarter-over-quarter.
  • 16 funds opened new Southside Bancshares positions in Q1 2021 and 17 closed out, a net change of -1 holder.
  • The largest Southside Bancshares buyer in Q1 2021 was Mesirow Financial Investment Management - Fixed Income, an estimated $5.67M added.
  • The largest Southside Bancshares seller in Q1 2021 was Renaissance Technologies, an estimated $5.09M sold.

Based on aggregated 13F filings for Q1 2021.