We are live on ! Find out more
SBSI icon

Southside Bancshares

116 hedge funds and large institutions have $376M invested in Southside Bancshares in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 44

6% more capital invested

Capital invested by funds: $353M → $376M (+$22.8M)

2% less funds holding

Funds holding: 118116 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
3.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
49
Reduced
44
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$370K -$31 -1 -0%
LSERS
77
Louisiana State Employees Retirement System
Louisiana
$348K +$31 +1 +0%
Goldman Sachs
78
Goldman Sachs
New York
$322K -$99.3K -3,192 -24%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$322K
Millennium Management
80
Millennium Management
New York
$296K +$37.4K +1,202 +15%
AQR Capital Management
81
AQR Capital Management
Connecticut
$296K +$76.4K +2,457 +35%
TRSOTSOK
82
Teachers Retirement System of the State of Kentucky
Kentucky
$291K +$31 +1 +0%
RVPG
83
Relative Value Partners Group
$275K -$21K -676 -7%
Bank of America
84
Bank of America
North Carolina
$264K -$3.67K -118 -1%
CGH
85
Crossmark Global Holdings
Texas
$255K +$224K +7,203 New
CAM
86
Capstone Asset Management
Texas
$238K -$1.21K -39 -0.5%
Public Employees Retirement Association of Colorado
87
Public Employees Retirement Association of Colorado
Colorado
$223K
BlackRock
88
BlackRock
New York
$209K -$31 -1 -0%
AG
89
Advisor Group
Arizona
$177K +$170K +5,475 +3,318%
US Bancorp
90
US Bancorp
Minnesota
$168K +$78.4K +2,521 +89%
MSA
91
Mason Street Advisors
Wisconsin
$162K +$8.27K +266 +5%
SG Americas Securities
92
SG Americas Securities
New York
$112K +$111K +3,575 New
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$110K -$134K -4,305 -55%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$105K -$15.5K -497 -13%
PI
95
PineBridge Investments
New York
$100K +$404 +13 +0.4%
RA
96
Rational Advisors
New York
$97K
SEI Investments
97
SEI Investments
Pennsylvania
$85K -$16K -516 -16%
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$68K +$57.4K +1,845 +571%
GT
99
Glenmede Trust
Pennsylvania
$47K
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$47K +$62 +2 +0.1%

SBSI Hedge Fund Activity: Q3 2016 in Review

116 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2016, worth a combined $376M — up 6.5% from $353M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SBSI and 6 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 49 added.

The largest buyer was Handelsbanken Fonder, opening a new position worth an estimated $13.1M. The largest seller was American Century Companies, cutting an estimated $3.49M.

  • 116 institutional investors held Southside Bancshares (SBSI) as of Q3 2016, down from 118 in Q2 2016.
  • Funds reported $376M of Southside Bancshares stock for Q3 2016, up 6.5% quarter-over-quarter.
  • 6 funds opened new Southside Bancshares positions in Q3 2016 and 8 closed out, a net change of -2 holders.
  • The largest Southside Bancshares buyer in Q3 2016 was Handelsbanken Fonder, an estimated $13.1M added.
  • The largest Southside Bancshares seller in Q3 2016 was American Century Companies, an estimated $3.49M sold.

Based on aggregated 13F filings for Q3 2016.