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Southside Bancshares
SBSI

143 hedge funds and large institutions have $691M invested in Southside Bancshares in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

13% more funds holding

Funds holding: 127 → 143 (+16)

10% more capital invested

Capital invested by funds: $626M → $691M (+$64.7M)

1.17% more ownership

Funds ownership: 50.22% → 51.39% (+1.2%)

16% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 45

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $460K

Holders
143
Holders Change
+16
Holders Change %
+12.6%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
38
Reduced
45
Closed
8
Calls
–
Puts
$460K
Net Calls
-$460K
Net Calls Change
-$460K

Top Buyers

Rank Fund Capital Flow
1
TC
TownSquare Capital
Utah
+$6.13M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$3.55M
3
JP Morgan Chase
JP Morgan Chase
New York
+$2.5M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.47M
5
Barclays
Barclays
United Kingdom
+$1.36M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$4.95M
2
State Street
State Street
Massachusetts
-$3.21M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$2.71M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$2.3M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
51
HRT Financial
New York
$1.2M +$1.19M +28,721 New
Canada Life
52
Canada Life
Manitoba, Canada
$1.18M -$5.37K -130 -0.5%
State Board of Administration of Florida Retirement System
53
State Board of Administration of Florida Retirement System
Florida
$1.12M – – –
Luther King Capital Management (LKCM)
54
Luther King Capital Management (LKCM)
Texas
$1.11M – – –
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$1.1M -$5.29K -128 -0.5%
Citigroup
56
Citigroup
New York
$1.06M +$295K +7,138 +39%
Millennium Management
57
Millennium Management
New York
$1.05M +$1.04M +25,202 New
NGA
58
Naples Global Advisors
Florida
$1.05M -$26.9K -650 -3%
COPPSERS
59
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.02M -$15.1K -365 -1%
TPSF
60
Texas Permanent School Fund
Texas
$973K -$36.9K -892 -4%
SOADOR
61
State of Alaska Department of Revenue
Alaska
$955K -$39.9K -965 -4%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$939K – – –
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$895K -$529K -12,809 -37%
Deutsche Bank
64
Deutsche Bank
Germany
$891K +$35K +847 +4%
AIG
65
American International Group
New York
$796K -$26.6K -643 -3%
Allspring Global Investments
66
Allspring Global Investments
North Carolina
$756K +$748K +18,085 New
First Trust Advisors
67
First Trust Advisors
Illinois
$737K -$109K -2,649 -13%
KFA
68
Krane Funds Advisors
New York
$726K -$64.4K -1,558 -8%
WG
69
Winton Group
United Kingdom
$678K +$670K +16,215 New
Skandinaviska Enskilda Banken (SEB)
70
Skandinaviska Enskilda Banken (SEB)
Sweden
$672K +$665K +16,100 New
CSS
71
Cubist Systematic Strategies
Connecticut
$664K +$657K +15,884 New
LSERS
72
Louisiana State Employees Retirement System
Louisiana
$652K -$4.13K -100 -0.6%
T. Rowe Price Associates
73
T. Rowe Price Associates
Maryland
$643K -$22K -532 -3%
AB
74
Amalgamated Bank
New York
$631K -$15.7K -380 -2%
HighTower Advisors
75
HighTower Advisors
Illinois
$539K – – –
1 2
3
4 5

SBSI Hedge Fund Activity: Q4 2021 in Review

143 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2021, worth a combined $691M — up 10% from $626M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SBSI positions and 8 closed out — a net gain of 19 holders — while 38 added to existing stakes and 45 trimmed.

The largest buyer was TownSquare Capital, opening a new position worth an estimated $6.13M. The largest seller was BlackRock, cutting an estimated $4.95M.

  • 143 institutional investors held Southside Bancshares (SBSI) as of Q4 2021, up from 127 in Q3 2021.
  • Funds reported $691M of Southside Bancshares stock for Q4 2021, up 10% quarter-over-quarter.
  • 27 funds opened new Southside Bancshares positions in Q4 2021 and 8 closed out, a net change of +19 holders.
  • The largest Southside Bancshares buyer in Q4 2021 was TownSquare Capital, an estimated $6.13M added.
  • The largest Southside Bancshares seller in Q4 2021 was BlackRock, an estimated $4.95M sold.

Based on aggregated 13F filings for Q4 2021.