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Southside Bancshares
SBSI

127 hedge funds and large institutions have $458M invested in Southside Bancshares in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

9% more funds holding

Funds holding: 116 → 127 (+11)

2.99% less ownership

Funds ownership: 53.08% → 50.09% (-3%)

16% less capital invested

Capital invested by funds: $546M → $458M (-$87.6M)

39% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 51

Holders
127
Holders Change
+11
Holders Change %
+9.48%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
31
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
+$3.96M
2
Millennium Management
Millennium Management
New York
+$3.27M
3
First Trust Advisors
First Trust Advisors
Illinois
+$1.55M
4
Squarepoint
Squarepoint
New York
+$1.34M
5
State Street
State Street
Massachusetts
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$16.6M
2
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
-$16.2M
3
HI
Handelsinvest Investeringsforvaltning
Denmark
-$5.47M
4
Victory Capital Management
Victory Capital Management
Texas
-$5.01M
5
BlackRock
BlackRock
New York
-$3.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
76
Mason Street Advisors
Wisconsin
$323K +$16.9K +594 +5%
Citadel Advisors
77
Citadel Advisors
Florida
$316K -$446K -15,705 -58%
VOYA Investment Management
78
VOYA Investment Management
Georgia
$313K -$150K -5,274 -32%
JP Morgan Chase
79
JP Morgan Chase
New York
$307K -$409K -14,382 -56%
Tudor Investment Corp
80
Tudor Investment Corp
Connecticut
$307K +$314K +11,064 New
SG Americas Securities
81
SG Americas Securities
New York
$306K +$125K +4,391 +66%
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$301K -$213K -7,508 -41%
State of Tennessee, Department of Treasury
83
State of Tennessee, Department of Treasury
Tennessee
$293K -$1.48K -52 -0.5%
LCM
84
Laurion Capital Management
New York
$280K +$287K +10,100 New
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$265K – – –
KP
86
Keel Point
Alabama
$265K -$334K -11,757 -55%
SWM
87
Southern Wealth Management
Texas
$252K – – –
Handelsbanken Fonder
88
Handelsbanken Fonder
Sweden
$244K -$16.2M -571,191 -98%
II
89
Inspire Investing
Idaho
$239K +$24.3K +855 +11%
Two Sigma Advisers
90
Two Sigma Advisers
New York
$237K +$243K +8,539 New
LSERS
91
Louisiana State Employees Retirement System
Louisiana
$234K -$8.52K -300 -3%
NAM
92
NorthCoast Asset Management
Connecticut
$234K – – –
RVPG
93
Relative Value Partners Group
$215K – – –
MFT
94
Moisand Fitzgerald Tamayo
Florida
$212K – – –
TRSOTSOK
95
Teachers Retirement System of the State of Kentucky
Kentucky
$204K – – –
Rafferty Asset Management
96
Rafferty Asset Management
New York
$204K +$209K +7,343 New
Jane Street
97
Jane Street
New York
$202K +$207K +7,281 New
ASRS
98
Arizona State Retirement System
Arizona
$201K -$7.92K -279 -4%
Public Employees Retirement Association of Colorado
99
Public Employees Retirement Association of Colorado
Colorado
$197K – – –
Acadian Asset Management
100
Acadian Asset Management
Massachusetts
$179K – – –
2 3
4
5 6

SBSI Hedge Fund Activity: Q2 2020 in Review

127 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q2 2020, worth a combined $458M — down 16% from $546M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SBSI positions and 12 closed out — a net gain of 12 holders — while 31 added to existing stakes and 51 trimmed.

The largest buyer was Maltese Capital Management, opening a new position worth an estimated $3.96M. The largest seller was Invesco, cutting an estimated $16.6M.

  • 127 institutional investors held Southside Bancshares (SBSI) as of Q2 2020, up from 116 in Q1 2020.
  • Funds reported $458M of Southside Bancshares stock for Q2 2020, down 16% quarter-over-quarter.
  • 24 funds opened new Southside Bancshares positions in Q2 2020 and 12 closed out, a net change of +12 holders.
  • The largest Southside Bancshares buyer in Q2 2020 was Maltese Capital Management, an estimated $3.96M added.
  • The largest Southside Bancshares seller in Q2 2020 was Invesco, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2020.