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Southside Bancshares
SBSI

130 hedge funds and large institutions have $627M invested in Southside Bancshares in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 32

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

13% more capital invested

Capital invested by funds: $557M → $627M (+$70.9M)

4.24% more ownership

Funds ownership: 47.15% → 51.39% (+4.2%)

4% more funds holding

Funds holding: 125 → 130 (+5)

Holders
130
Holders Change
+5
Holders Change %
+4%
% of All Funds
2.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
55
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$21.8M
2
Renaissance Technologies
Renaissance Technologies
New York
+$4.47M
3
Millennium Management
Millennium Management
New York
+$3.23M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.19M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.94M

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$2.48M
2
SCA
Secor Capital Advisors
New York
-$1.93M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.61M
4
Deutsche Bank
Deutsche Bank
Germany
-$1.04M
5
Two Sigma Investments
Two Sigma Investments
New York
-$482K
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
76
VOYA Investment Management
Georgia
$485K – – –
XK
77
Xact Kapitalforvaltning
Sweden
$439K – – –
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$412K +$22K +623 +6%
MLICM
79
Metropolitan Life Insurance Company (MetLife)
New York
$382K – – –
SOADOR
80
State of Alaska Department of Revenue
Alaska
$371K +$60.1K +1,701 +19%
MSA
81
Mason Street Advisors
Wisconsin
$340K +$62.8K +1,776 +22%
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$307K -$343K -9,693 -52%
Holocene Advisors
83
Holocene Advisors
New York
$305K +$310K +8,767 New
VF
84
Virtu Financial
New York
$303K +$308K +8,712 New
US Bancorp
85
US Bancorp
Minnesota
$289K +$7.85K +222 +3%
COPPSERS
86
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$274K +$278K +7,874 New
TRSOTSOK
87
Teachers Retirement System of the State of Kentucky
Kentucky
$270K -$14.1K -400 -5%
RVPG
88
Relative Value Partners Group
$270K – – –
PIA
89
Piedmont Investment Advisors
North Carolina
$264K +$37.1K +1,048 +16%
P
90
Pitcairn
Pennsylvania
$258K -$6.26K -177 -2%
Public Employees Retirement Association of Colorado
91
Public Employees Retirement Association of Colorado
Colorado
$248K – – –
CB
92
Commerce Bank
Missouri
$204K +$207K +5,857 New
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$166K +$39.2K +1,109 +30%
AG
94
Advisor Group
Arizona
$150K +$34K +962 +29%
SG Americas Securities
95
SG Americas Securities
New York
$133K -$103K -2,922 -43%
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$98K – – –
AIP
97
Ameritas Investment Partners
Nebraska
$97K – – –
AIM
98
Assured Investment Management
New York
$84K -$166K -4,692 -66%
MIFH
99
Migdal Insurance & Financial Holdings
Israel
$67K +$6.51K +184 +11%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$66K -$248 -7 -0.4%
2 3
4
5 6

SBSI Hedge Fund Activity: Q3 2018 in Review

130 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2018, worth a combined $627M — up 13% from $557M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SBSI positions and 10 closed out — a net gain of 6 holders — while 55 added to existing stakes and 32 trimmed.

The largest buyer was BlackRock, adding an estimated $21.8M. The largest seller was Creative Planning, cutting an estimated $2.48M.

  • 130 institutional investors held Southside Bancshares (SBSI) as of Q3 2018, up from 125 in Q2 2018.
  • Funds reported $627M of Southside Bancshares stock for Q3 2018, up 13% quarter-over-quarter.
  • 16 funds opened new Southside Bancshares positions in Q3 2018 and 10 closed out, a net change of +6 holders.
  • The largest Southside Bancshares buyer in Q3 2018 was BlackRock, an estimated $21.8M added.
  • The largest Southside Bancshares seller in Q3 2018 was Creative Planning, an estimated $2.48M sold.

Based on aggregated 13F filings for Q3 2018.