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Southside Bancshares
SBSI

87 hedge funds and large institutions have $162M invested in Southside Bancshares in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $155M → $162M (+$7.74M)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

9% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 32

1% less funds holding

Funds holding: 88 → 87 (-1)

Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
2.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
29
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JIR
James Investment Research
Ohio
+$2.19M
2
BFA
BlackRock Fund Advisors
California
+$1.38M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.36M
4
HW
Hancock Whitney
Mississippi
+$888K
5
JP Morgan Chase
JP Morgan Chase
New York
+$824K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.06M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$3.03M
3
HCM
Hodges Capital Management
Texas
-$2.9M
4
AIA
Affinity Investment Advisors
California
-$2.42M
5
Invesco
Invesco
Georgia
-$1.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
76
Ameriprise
Minnesota
$40K – – –
FHA
77
First Horizon Advisors
Tennessee
$37K – – –
GT
78
Glenmede Trust
Pennsylvania
$34K -$5.03K -235 -13%
BlackRock
79
BlackRock
New York
$15K – – –
SGAM
80
Smith Group Asset Management
Texas
$10K – – –
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$9K – – –
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$8K +$7.1K +332 New
Barclays
83
Barclays
United Kingdom
$5K -$33.7K -1,576 -88%
EFSCE
84
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
LTFS
85
Ladenburg Thalmann Financial Services
Florida
$1K – – –
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$382 +$2.31K +108 +0.6%
Schroder Investment Management Group
87
Schroder Investment Management Group
United Kingdom
$27 -$3.03M -141,498 -100%
AIA
88
Affinity Investment Advisors
California
– -$2.42M -120,123 Closed
Creative Planning
89
Creative Planning
Kansas
– -$396K -19,682 Closed
SO
90
STRS Ohio
Ohio
– -$381K -17,813 Closed
Millennium Management
91
Millennium Management
New York
– -$267K -13,288 Closed
D.E. Shaw & Co
92
D.E. Shaw & Co
New York
– -$237K -11,800 Closed
WBC
93
Westpac Banking Corp
Australia
– -$141K -8,339 Closed
1 2 3
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SBSI Hedge Fund Activity: Q3 2013 in Review

87 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2013, worth a combined $162M — up 5% from $155M a quarter earlier.

Fund positioning in SBSI was balanced in Q3 2013: 6 funds opened new positions, 6 closed out, 29 added to existing stakes and 32 trimmed.

The largest buyer was James Investment Research, adding an estimated $2.19M. The largest seller was Morgan Stanley, cutting an estimated $3.06M.

  • 87 institutional investors held Southside Bancshares (SBSI) as of Q3 2013, down from 88 in Q2 2013.
  • Funds reported $162M of Southside Bancshares stock for Q3 2013, up 5% quarter-over-quarter.
  • 6 funds opened new Southside Bancshares positions in Q3 2013 and 6 closed out, a net change of 0 holders.
  • The largest Southside Bancshares buyer in Q3 2013 was James Investment Research, an estimated $2.19M added.
  • The largest Southside Bancshares seller in Q3 2013 was Morgan Stanley, an estimated $3.06M sold.

Based on aggregated 13F filings for Q3 2013.