Southside Bancshares
SBSI
152 hedge funds and large institutions have $459M invested in Southside Bancshares in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 56 reducing their positions, and 17 closing their positions.
41% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 17
5% more funds holding
Funds holding: 145 → 152 (+7)
3.22% more ownership
Funds ownership: 53.4% → 56.62% (+3.2%)
13% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 56
18% less capital invested
Capital invested by funds: $556M → $459M (-$97.8M)
38% less call options, than puts
Call options by funds: $18K | Put options by funds: $29K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$9.18M |
| 2 |
Two Sigma Advisers
New York
|
+$1.89M |
| 3 |
Two Sigma Investments
New York
|
+$1.84M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$1.82M |
| 5 |
State Street
Boston,
Massachusetts
|
+$1.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$6.22M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.99M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.25M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$1.22M |
| 5 |
E
Ergoteles
New York
|
-$1.11M |
SBSI Hedge Fund Activity: Q2 2023 in Review
152 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q2 2023, worth a combined $459M — down 18% from $556M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new SBSI positions and 17 closed out — a net gain of 7 holders — while 49 added to existing stakes and 56 trimmed.
The largest buyer was Millennium Management, adding an estimated $9.18M. The largest seller was BlackRock, cutting an estimated $6.22M.
- 152 institutional investors held Southside Bancshares (SBSI) as of Q2 2023, up from 145 in Q1 2023.
- Funds reported $459M of Southside Bancshares stock for Q2 2023, down 18% quarter-over-quarter.
- 24 funds opened new Southside Bancshares positions in Q2 2023 and 17 closed out, a net change of +7 holders.
- The largest Southside Bancshares buyer in Q2 2023 was Millennium Management, an estimated $9.18M added.
- The largest Southside Bancshares seller in Q2 2023 was BlackRock, an estimated $6.22M sold.
Based on aggregated 13F filings for Q2 2023.