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Southside Bancshares
SBSI

116 hedge funds and large institutions have $388M invested in Southside Bancshares in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

1.96% less ownership

Funds ownership: 50.09% → 48.13% (-2%)

9% less funds holding

Funds holding: 127 → 116 (-11)

15% less capital invested

Capital invested by funds: $458M → $388M (-$70M)

63% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 16

Holders
116
Holders Change
-11
Holders Change %
-8.66%
% of All Funds
2.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
41
Reduced
39
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$2.11M
2
ProShare Advisors
ProShare Advisors
Maryland
+$769K
3
DTL
Dynamic Technology Lab
Singapore
+$712K
4
Citadel Advisors
Citadel Advisors
Florida
+$696K
5
TAM
Third Avenue Management
New York
+$643K

Top Sellers

1
Millennium Management
Millennium Management
New York
-$5.58M
2
MCM
Maltese Capital Management
New York
-$3.87M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.89M
4
State Street
State Street
Massachusetts
-$1.87M
5
First Trust Advisors
First Trust Advisors
Illinois
-$1.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Teachers Retirement System (NYSTRS)
76
New York State Teachers Retirement System (NYSTRS)
New York
$284K -$27K -1,000 -8%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$250K -$257K -9,500 -48%
KP
78
Keel Point
Alabama
$234K – – –
MLICM
79
Metropolitan Life Insurance Company (MetLife)
New York
$234K – – –
RJFSA
80
Raymond James Financial Services Advisors
Florida
$232K +$256K +9,496 New
ASRS
81
Arizona State Retirement System
Arizona
$231K +$59.7K +2,211 +30%
Two Sigma Investments
82
Two Sigma Investments
New York
$226K -$713K -26,382 -74%
Handelsbanken Fonder
83
Handelsbanken Fonder
Sweden
$215K – – –
AQR Capital Management
84
AQR Capital Management
Connecticut
$207K +$229K +8,480 New
NAM
85
NorthCoast Asset Management
Connecticut
$206K – – –
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$201K +$169K +6,253 +319%
MFT
87
Moisand Fitzgerald Tamayo
Florida
$187K – – –
TRSOTSOK
88
Teachers Retirement System of the State of Kentucky
Kentucky
$180K – – –
Public Employees Retirement Association of Colorado
89
Public Employees Retirement Association of Colorado
Colorado
$174K – – –
PAM
90
Panagora Asset Management
Massachusetts
$124K – – –
US Bancorp
91
US Bancorp
Minnesota
$104K -$1.24K -46 -1%
Zurich Cantonal Bank
92
Zurich Cantonal Bank
Switzerland
$103K – – –
Citigroup
93
Citigroup
New York
$101K -$358K -13,243 -76%
Acadian Asset Management
94
Acadian Asset Management
Massachusetts
$98K -$66.3K -2,453 -38%
MOACM
95
Mutual of America Capital Management
New York
$92K +$61.4K +2,274 +151%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$87K -$29.1K -1,076 -24%
AIP
97
Ameritas Investment Partners
Nebraska
$68K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
98
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$68K +$75.4K +2,793 New
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$61K +$12.5K +461 +23%
GT
100
Glenmede Trust
Pennsylvania
$47K +$1.65K +61 +3%
2 3
4
5 6

SBSI Hedge Fund Activity: Q3 2020 in Review

116 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2020, worth a combined $388M — down 15% from $458M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of SBSI and 6 opened new positions — a net loss of 10 holders — while 39 trimmed existing stakes and 41 added.

The largest buyer was Invesco, adding an estimated $2.11M. The largest seller was Millennium Management, cutting an estimated $5.58M.

  • 116 institutional investors held Southside Bancshares (SBSI) as of Q3 2020, down from 127 in Q2 2020.
  • Funds reported $388M of Southside Bancshares stock for Q3 2020, down 15% quarter-over-quarter.
  • 6 funds opened new Southside Bancshares positions in Q3 2020 and 16 closed out, a net change of -10 holders.
  • The largest Southside Bancshares buyer in Q3 2020 was Invesco, an estimated $2.11M added.
  • The largest Southside Bancshares seller in Q3 2020 was Millennium Management, an estimated $5.58M sold.

Based on aggregated 13F filings for Q3 2020.