We are live on ! Find out more
SBSI icon

Southside Bancshares
SBSI

134 hedge funds and large institutions have $631M invested in Southside Bancshares in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

10% more funds holding

Funds holding: 122 → 134 (+12)

0.4% more ownership

Funds ownership: 50.47% → 50.87% (+0.4%)

1% less capital invested

Capital invested by funds: $635M → $631M (-$4.33M)

29% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 51

Holders
134
Holders Change
+12
Holders Change %
+9.84%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
36
Reduced
51
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$5.57M
2
State Street
State Street
Massachusetts
+$4.36M
3
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$3.38M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$2.38M
5
Morgan Stanley
Morgan Stanley
New York
+$1.72M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$4.79M
2
Renaissance Technologies
Renaissance Technologies
New York
-$3.72M
3
BlackRock
BlackRock
New York
-$3.04M
4
FNF
Fidelity National Financial
Florida
-$2.77M
5
ProShare Advisors
ProShare Advisors
Maryland
-$2.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Life
51
Canada Life
Manitoba, Canada
$1.03M -$21.7K -533 -2%
State Board of Administration of Florida Retirement System
52
State Board of Administration of Florida Retirement System
Florida
$1.02M -$34.2K -838 -3%
Luther King Capital Management (LKCM)
53
Luther King Capital Management (LKCM)
Texas
$1.02M -$102K -2,500 -9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
54
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.02M +$890K +21,807 +455%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$1.01M -$91.4K -2,240 -8%
NGA
56
Naples Global Advisors
Florida
$971K – – –
COPPSERS
57
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$908K -$9.87K -242 -1%
TPSF
58
Texas Permanent School Fund
Texas
$882K -$7.3K -179 -0.8%
SOADOR
59
State of Alaska Department of Revenue
Alaska
$819K +$14.6K +359 +2%
Deutsche Bank
60
Deutsche Bank
Germany
$802K -$72.9K -1,787 -8%
KFA
61
Krane Funds Advisors
New York
$796K +$849K +20,812 New
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$761K -$304K -7,441 -27%
Rafferty Asset Management
63
Rafferty Asset Management
New York
$754K +$170K +4,160 +27%
Jane Street
64
Jane Street
New York
$719K +$768K +18,819 New
Fisher Asset Management
65
Fisher Asset Management
Washington
$687K +$4.61K +113 +0.6%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$674K +$717K +17,572 New
II
67
Inspire Investing
Idaho
$671K +$21.7K +532 +3%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$626K +$11.7K +287 +2%
Ensign Peak Advisors
69
Ensign Peak Advisors
Utah
$616K +$228K +5,600 +53%
Robeco Institutional Asset Management
70
Robeco Institutional Asset Management
Netherlands
$616K +$657K +16,100 New
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$605K -$2M -48,968 -76%
AB
72
Amalgamated Bank
New York
$588K +$628K +15,383 New
American Century Companies
73
American Century Companies
Missouri
$547K +$584K +14,306 New
LSERS
74
Louisiana State Employees Retirement System
Louisiana
$535K -$4.08K -100 -0.7%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$534K -$81.1K -1,988 -12%
1 2
3
4 5

SBSI Hedge Fund Activity: Q2 2021 in Review

134 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q2 2021, worth a combined $631M — down 0.68% from $635M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SBSI positions and 9 closed out — a net gain of 13 holders — while 36 added to existing stakes and 51 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.57M. The largest seller was Invesco, cutting an estimated $4.79M.

  • 134 institutional investors held Southside Bancshares (SBSI) as of Q2 2021, up from 122 in Q1 2021.
  • Funds reported $631M of Southside Bancshares stock for Q2 2021, down 0.68% quarter-over-quarter.
  • 22 funds opened new Southside Bancshares positions in Q2 2021 and 9 closed out, a net change of +13 holders.
  • The largest Southside Bancshares buyer in Q2 2021 was Goldman Sachs, an estimated $5.57M added.
  • The largest Southside Bancshares seller in Q2 2021 was Invesco, an estimated $4.79M sold.

Based on aggregated 13F filings for Q2 2021.