We are live on ! Find out more
SBSI icon

Southside Bancshares
SBSI

117 hedge funds and large institutions have $610M invested in Southside Bancshares in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 57 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 28

6% more capital invested

Capital invested by funds: $576M → $610M (+$33.7M)

0.2% more ownership

Funds ownership: 52.81% → 53% (+0.2%)

1% less funds holding

Funds holding: 118 → 117 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
117
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
2.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
57
Reduced
28
Closed
4
Calls
$611K
Puts
–
Net Calls
+$611K
Net Calls Change
+$611K

Top Buyers

1
Invesco
Invesco
Georgia
+$3.18M
2
Goldman Sachs
Goldman Sachs
New York
+$2.29M
3
BlackRock
BlackRock
New York
+$1.97M
4
Victory Capital Management
Victory Capital Management
Texas
+$1.91M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$831K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$3.08M
2
Millennium Management
Millennium Management
New York
-$2.81M
3
Creative Planning
Creative Planning
Kansas
-$2.61M
4
State Street
State Street
Massachusetts
-$1.36M
5
Canada Life
Canada Life
Manitoba, Canada
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
76
Raymond James Financial Services Advisors
Florida
$397K – – –
MLICM
77
Metropolitan Life Insurance Company (MetLife)
New York
$374K – – –
COPPSERS
78
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$367K -$3.16K -95 -0.9%
MSA
79
Mason Street Advisors
Wisconsin
$367K +$6.38K +192 +2%
JP Morgan Chase
80
JP Morgan Chase
New York
$359K +$56.7K +1,705 +19%
MERSOM
81
Municipal Employees' Retirement System of Michigan
Michigan
$326K +$3.65K +110 +1%
Schroder Investment Management Group
82
Schroder Investment Management Group
United Kingdom
$318K +$308K +9,259 New
XK
83
Xact Kapitalforvaltning
Sweden
$300K – – –
Deutsche Bank
84
Deutsche Bank
Germany
$288K -$25.1K -754 -8%
MFT
85
Moisand Fitzgerald Tamayo
Florida
$282K -$275K -8,265 -50%
JG
86
Jefferies Group
New York
$272K +$37.6K +1,131 +17%
RVPG
87
Relative Value Partners Group
$264K – – –
TRSOTSOK
88
Teachers Retirement System of the State of Kentucky
Kentucky
$264K – – –
CSS
89
Cubist Systematic Strategies
Connecticut
$260K +$5.71K +172 +2%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$258K -$32.2K -968 -11%
Public Employees Retirement Association of Colorado
91
Public Employees Retirement Association of Colorado
Colorado
$243K – – –
US Bancorp
92
US Bancorp
Minnesota
$195K +$47.1K +1,417 +33%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$174K +$50.9K +1,533 +43%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$151K +$199 +6 +0.1%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$131K +$119K +3,592 +1,403%
AIP
96
Ameritas Investment Partners
Nebraska
$95K – – –
ST
97
Smithfield Trust
Pennsylvania
$82K – – –
Zurich Cantonal Bank
98
Zurich Cantonal Bank
Switzerland
$76K – – –
AG
99
Advisor Group
Arizona
$51K – – –
MOACM
100
Mutual of America Capital Management
New York
$40K +$1.26K +38 +3%
1 2 3
4
5

SBSI Hedge Fund Activity: Q3 2019 in Review

117 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2019, worth a combined $610M — up 5.8% from $576M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SBSI and 3 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 57 added.

The largest buyer was Invesco, adding an estimated $3.18M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.08M sold.

  • 117 institutional investors held Southside Bancshares (SBSI) as of Q3 2019, down from 118 in Q2 2019.
  • Funds reported $610M of Southside Bancshares stock for Q3 2019, up 5.8% quarter-over-quarter.
  • 3 funds opened new Southside Bancshares positions in Q3 2019 and 4 closed out, a net change of -1 holder.
  • The largest Southside Bancshares buyer in Q3 2019 was Invesco, an estimated $3.18M added.
  • The largest Southside Bancshares seller in Q3 2019 was Citadel Advisors, an estimated $3.08M sold.

Based on aggregated 13F filings for Q3 2019.