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Southside Bancshares

171 hedge funds and large institutions have $504M invested in Southside Bancshares in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 65 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more call options, than puts

Call options by funds: $130K | Put options by funds: $38K

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

9% more funds holding

Funds holding: 157171 (+14)

0% more ownership

Funds ownership: 57.26%57.26% (+0%)

9% less capital invested

Capital invested by funds: $551M → $504M (-$47.3M)

20% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 65

Holders
171
Holders Change
+14
Holders Change %
+8.92%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
52
Reduced
65
Closed
8
Calls
$130K
Puts
$38K
Net Calls
+$92K
Net Calls Change
+$64K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
51
Lazard Asset Management
New York
$1.16M +$1.13M +36,763 +1,126%
AllianceBernstein
52
AllianceBernstein
Tennessee
$1.14M
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$1.03M +$1.38K +45 +0.1%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$970K +$40.6K +1,323 +4%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$876K -$33.6K -1,095 -3%
Prudential Financial
56
Prudential Financial
New Jersey
$836K -$192K -6,250 -18%
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$790K -$74.5K -2,431 -8%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$778K
WCM
59
Wedge Capital Management
North Carolina
$769K +$164K +5,364 +25%
LPL Financial
60
LPL Financial
California
$735K -$93.7K -3,057 -11%
Canada Life
61
Canada Life
Manitoba, Canada
$715K -$149K -4,848 -16%
Deutsche Bank
62
Deutsche Bank
Germany
$706K -$81.3K -2,650 -10%
S4W
63
Solutions 4 Wealth
Texas
$702K
TI
64
Trexquant Investment
Connecticut
$698K +$289K +9,423 +64%
BBHC
65
Brown Brothers Harriman & Co
New York
$697K -$317K -10,327 -30%
Ensign Peak Advisors
66
Ensign Peak Advisors
Utah
$635K
HF
67
HRT Financial
New York
$625K +$236K +7,686 +55%
Marshall Wace
68
Marshall Wace
United Kingdom
$579K +$612K +19,976 New
HWAM
69
Hennion & Walsh Asset Management
New Jersey
$558K +$97.6K +3,182 +20%
DTL
70
Dynamic Technology Lab
Singapore
$537K +$568K +18,533 New
Comerica Bank
71
Comerica Bank
Texas
$517K -$6.5K -212 -1%
Mirae Asset Global ETFs Holdings
72
Mirae Asset Global ETFs Holdings
Hong Kong
$494K +$21.5K +701 +4%
Rafferty Asset Management
73
Rafferty Asset Management
New York
$493K -$153K -5,006 -23%
MIM
74
MetLife Investment Management
New Jersey
$492K -$8.74K -285 -2%
Verition Fund Management
75
Verition Fund Management
Connecticut
$472K +$246K +8,026 +97%

SBSI Hedge Fund Activity: Q1 2025 in Review

171 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2025, worth a combined $504M — down 8.6% from $551M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SBSI positions and 8 closed out — a net gain of 16 holders — while 52 added to existing stakes and 65 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.66M. The largest seller was JP Morgan Chase, cutting an estimated $3.55M.

  • 171 institutional investors held Southside Bancshares (SBSI) as of Q1 2025, up from 157 in Q4 2024.
  • Funds reported $504M of Southside Bancshares stock for Q1 2025, down 8.6% quarter-over-quarter.
  • 24 funds opened new Southside Bancshares positions in Q1 2025 and 8 closed out, a net change of +16 holders.
  • The largest Southside Bancshares buyer in Q1 2025 was Dimensional Fund Advisors, an estimated $1.66M added.
  • The largest Southside Bancshares seller in Q1 2025 was JP Morgan Chase, an estimated $3.55M sold.

Based on aggregated 13F filings for Q1 2025.