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Southside Bancshares

123 hedge funds and large institutions have $514M invested in Southside Bancshares in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

2% more funds holding

Funds holding: 121123 (+2)

6% less capital invested

Capital invested by funds: $549M → $514M (-$35.5M)

7.74% less ownership

Funds ownership: 51.35%43.61% (-7.7%)

Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
2.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
40
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
76
AQR Capital Management
Connecticut
$398K -$215K -6,087 -34%
UBS AM
77
UBS AM
Illinois
$357K
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$357K +$8.6K +243 +2%
MERSOM
79
Municipal Employees' Retirement System of Michigan
Michigan
$349K
UBS Group
80
UBS Group
Switzerland
$340K -$134K -3,793 -27%
Teacher Retirement System of Texas
81
Teacher Retirement System of Texas
Texas
$323K +$339K +9,593 New
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$308K -$339K -9,575 -51%
TRSOTSOK
83
Teachers Retirement System of the State of Kentucky
Kentucky
$295K
RVPG
84
Relative Value Partners Group
$261K
MSA
85
Mason Street Advisors
Wisconsin
$242K +$6.62K +187 +3%
Public Employees Retirement Association of Colorado
86
Public Employees Retirement Association of Colorado
Colorado
$240K
DBT
87
Dubuque Bank & Trust
Iowa
$236K -$42K -1,187 -14%
Two Sigma Advisers
88
Two Sigma Advisers
New York
$223K -$74.3K -2,100 -24%
XK
89
Xact Kapitalforvaltning
Sweden
$216K +$227K +6,409 New
TI
90
Trexquant Investment
Connecticut
$208K +$218K +6,173 New
US Bancorp
91
US Bancorp
Minnesota
$206K +$37.3K +1,053 +21%
SOADOR
92
State of Alaska Department of Revenue
Alaska
$185K +$4.25K +120 +2%
Barclays
93
Barclays
United Kingdom
$148K +$133K +3,770 +602%
AG
94
Advisor Group
Arizona
$135K +$65.9K +1,862 +88%
FDS
95
First Dallas Securities
Texas
$126K +$132K +3,736 New
CCA
96
Catalyst Capital Advisors
New York
$104K -$24.7K -699 -18%
Zurich Cantonal Bank
97
Zurich Cantonal Bank
Switzerland
$95K +$30.9K +873 +45%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$92K -$1.34K -38 -1%
AIP
99
Ameritas Investment Partners
Nebraska
$77K
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$75K +$13.6K +383 +21%

SBSI Hedge Fund Activity: Q4 2017 in Review

123 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2017, worth a combined $514M — down 6.5% from $549M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SBSI positions and 14 closed out — a net gain of 2 holders — while 40 added to existing stakes and 35 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.62M. The largest seller was Hancock Whitney, exiting entirely with an estimated $9.05M sold.

  • 123 institutional investors held Southside Bancshares (SBSI) as of Q4 2017, up from 121 in Q3 2017.
  • Funds reported $514M of Southside Bancshares stock for Q4 2017, down 6.5% quarter-over-quarter.
  • 16 funds opened new Southside Bancshares positions in Q4 2017 and 14 closed out, a net change of +2 holders.
  • The largest Southside Bancshares buyer in Q4 2017 was Royal Bank of Canada, an estimated $3.62M added.
  • The largest Southside Bancshares seller in Q4 2017 was Hancock Whitney, an estimated $9.05M sold.

Based on aggregated 13F filings for Q4 2017.