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Southside Bancshares
SBSI

133 hedge funds and large institutions have $527M invested in Southside Bancshares in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

187% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 23

50.25% more ownership

Funds ownership: 0% → 50.25% (+50%)

40% more capital invested

Capital invested by funds: $376M → $527M (+$151M)

15% more funds holding

Funds holding: 116 → 133 (+17)

Holders
133
Holders Change
+17
Holders Change %
+14.66%
% of All Funds
3.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
66
Reduced
23
Closed
6
Calls
$1.06M
Puts
–
Net Calls
+$1.06M
Net Calls Change
+$1.06M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$11.9M
2
BFA
BlackRock Fund Advisors
California
+$11.6M
3
Northern Trust
Northern Trust
Illinois
+$6.07M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$5.31M
5
Morgan Stanley
Morgan Stanley
New York
+$5.18M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$7.3M
2
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$3M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$1.44M
4
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
-$1.06M
5
UBS Group
UBS Group
Switzerland
-$955K
Name Holding Trade Value Shares
Change 		Change in
Stake
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$647K +$19.9K +575 +3%
CCA
77
Catalyst Capital Advisors
New York
$628K +$590K +17,097 New
MFT
78
Moisand Fitzgerald Tamayo
Florida
$607K – – –
AG
79
Aperio Group
California
$560K +$14K +405 +3%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$534K +$62.7K +1,815 +14%
BA
81
BlackRock Advisors
Delaware
$523K +$29.2K +847 +6%
VRS
82
Virginia Retirement Systems
Virginia
$516K – – –
ASRS
83
Arizona State Retirement System
Arizona
$510K +$31.9K +923 +7%
VOYA Investment Management
84
VOYA Investment Management
Georgia
$508K -$21.4K -620 -4%
MIM
85
Monashee Investment Management
Massachusetts
$504K +$473K +13,705 New
UBS Group
86
UBS Group
Switzerland
$454K -$955K -27,667 -69%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$441K -$50.6K -1,464 -11%
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$434K – – –
LSERS
89
Louisiana State Employees Retirement System
Louisiana
$396K -$10.6K -307 -3%
UBS AM
90
UBS AM
Illinois
$390K -$346K -10,014 -49%
RFCA
91
R&F Capital Advisors
New York
$389K +$365K +10,572 New
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$377K – – –
AQR Capital Management
93
AQR Capital Management
Connecticut
$365K +$16.5K +477 +5%
Tudor Investment Corp
94
Tudor Investment Corp
Connecticut
$361K +$339K +9,809 New
AL
95
Airain Ltd
Guernsey
$334K +$314K +9,083 New
SEI Investments
96
SEI Investments
Pennsylvania
$323K +$210K +6,068 +225%
TRSOTSOK
97
Teachers Retirement System of the State of Kentucky
Kentucky
$322K -$17.7K -512 -6%
RVPG
98
Relative Value Partners Group
$322K – – –
RA
99
Rational Advisors
New York
$301K +$177K +5,125 +167%
CAM
100
Capstone Asset Management
Texas
$292K +$13.4K +387 +5%
2 3
4
5 6

SBSI Hedge Fund Activity: Q4 2016 in Review

133 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2016, worth a combined $527M — up 40% from $376M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SBSI positions and 6 closed out — a net gain of 19 holders — while 66 added to existing stakes and 23 trimmed.

The largest buyer was Millennium Management, adding an estimated $11.9M. The largest seller was American Century Companies, cutting an estimated $7.3M.

  • 133 institutional investors held Southside Bancshares (SBSI) as of Q4 2016, up from 116 in Q3 2016.
  • Funds reported $527M of Southside Bancshares stock for Q4 2016, up 40% quarter-over-quarter.
  • 25 funds opened new Southside Bancshares positions in Q4 2016 and 6 closed out, a net change of +19 holders.
  • The largest Southside Bancshares buyer in Q4 2016 was Millennium Management, an estimated $11.9M added.
  • The largest Southside Bancshares seller in Q4 2016 was American Century Companies, an estimated $7.3M sold.

Based on aggregated 13F filings for Q4 2016.