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Southside Bancshares
SBSI

120 hedge funds and large institutions have $681M invested in Southside Bancshares in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

12% more capital invested

Capital invested by funds: $610M → $681M (+$70.9M)

3% more funds holding

Funds holding: 117 → 120 (+3)

1.3% more ownership

Funds ownership: 53% → 54.3% (+1.3%)

Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
46
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$6.35M
2
BlackRock
BlackRock
New York
+$4.51M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.15M
4
State Street
State Street
Massachusetts
+$1.7M
5
Morgan Stanley
Morgan Stanley
New York
+$1.64M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$2.45M
2
Goldman Sachs
Goldman Sachs
New York
-$1.68M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.13M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.03M
5
Bank of America
Bank of America
North Carolina
-$663K
Name Holding Trade Value Shares
Change 		Change in
Stake
MLICM
76
Metropolitan Life Insurance Company (MetLife)
New York
$393K -$13.8K -392 -4%
MERSOM
77
Municipal Employees' Retirement System of Michigan
Michigan
$361K +$5.65K +160 +2%
Citadel Advisors
78
Citadel Advisors
Florida
$359K +$341K +9,657 New
SWM
79
Southern Wealth Management
Texas
$337K +$321K +9,079 New
VRS
80
Virginia Retirement Systems
Virginia
$334K -$120K -3,400 -27%
XK
81
Xact Kapitalforvaltning
Sweden
$327K – – –
NAM
82
NorthCoast Asset Management
Connecticut
$313K +$298K +8,426 New
D.E. Shaw & Co
83
D.E. Shaw & Co
New York
$289K -$1.03M -29,201 -79%
RVPG
84
Relative Value Partners Group
$288K – – –
TRSOTSOK
85
Teachers Retirement System of the State of Kentucky
Kentucky
$288K – – –
MFT
86
Moisand Fitzgerald Tamayo
Florida
$284K -$22.2K -627 -8%
WG
87
Winton Group
United Kingdom
$266K -$256K -7,235 -50%
Public Employees Retirement Association of Colorado
88
Public Employees Retirement Association of Colorado
Colorado
$264K – – –
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$263K +$69.5K +1,966 +38%
HH
90
Hilltop Holdings
Texas
$260K +$247K +7,000 New
US Bancorp
91
US Bancorp
Minnesota
$224K +$11.7K +331 +6%
CB
92
Commerce Bank
Missouri
$218K +$207K +5,857 New
BUB
93
BBVA USA Bancshares
Texas
$209K +$199K +5,619 New
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$206K +$41K +1,160 +26%
AB
95
Amalgamated Bank
New York
$202K +$192K +5,447 New
Acadian Asset Management
96
Acadian Asset Management
Massachusetts
$149K -$328K -9,273 -70%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$127K -$148K -4,175 -55%
SG Americas Securities
98
SG Americas Securities
New York
$121K +$115K +3,247 New
AIP
99
Ameritas Investment Partners
Nebraska
$103K – – –
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$82K – – –
2 3
4
5 6

SBSI Hedge Fund Activity: Q4 2019 in Review

120 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2019, worth a combined $681M — up 12% from $610M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SBSI positions and 8 closed out — a net gain of 4 holders — while 46 added to existing stakes and 39 trimmed.

The largest buyer was Millennium Management, adding an estimated $6.35M. The largest seller was Renaissance Technologies, cutting an estimated $2.45M.

  • 120 institutional investors held Southside Bancshares (SBSI) as of Q4 2019, up from 117 in Q3 2019.
  • Funds reported $681M of Southside Bancshares stock for Q4 2019, up 12% quarter-over-quarter.
  • 12 funds opened new Southside Bancshares positions in Q4 2019 and 8 closed out, a net change of +4 holders.
  • The largest Southside Bancshares buyer in Q4 2019 was Millennium Management, an estimated $6.35M added.
  • The largest Southside Bancshares seller in Q4 2019 was Renaissance Technologies, an estimated $2.45M sold.

Based on aggregated 13F filings for Q4 2019.