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Southside Bancshares
SBSI

122 hedge funds and large institutions have $635M invested in Southside Bancshares in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $503M → $635M (+$132M)

1.35% more ownership

Funds ownership: 49.12% → 50.47% (+1.4%)

0% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 41

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 124 → 122 (-2)

Holders
122
Holders Change
-2
Holders Change %
-1.61%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
41
Reduced
41
Closed
17
Calls
$212K
Puts
–
Net Calls
+$212K
Net Calls Change
+$212K

Top Buyers

1
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$5.67M
2
State Street
State Street
Massachusetts
+$5.35M
3
Goldman Sachs
Goldman Sachs
New York
+$3.98M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.49M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.41M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$5.09M
2
Millennium Management
Millennium Management
New York
-$4.83M
3
Northern Trust
Northern Trust
Illinois
-$3.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.9M
5
Creative Planning
Creative Planning
Kansas
-$2.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ensign Peak Advisors
76
Ensign Peak Advisors
Utah
$404K +$294K +8,300 +377%
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$374K -$67.3K -1,900 -16%
ASRS
78
Arizona State Retirement System
Arizona
$352K +$1.42K +40 +0.4%
MLICM
79
Metropolitan Life Insurance Company (MetLife)
New York
$352K -$15.3K -431 -5%
TRSOTSOK
80
Teachers Retirement System of the State of Kentucky
Kentucky
$345K +$56.7K +1,600 +22%
Handelsbanken Fonder
81
Handelsbanken Fonder
Sweden
$339K – – –
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$334K -$11.8K -334 -4%
AA
83
ALPS Advisors
Colorado
$332K +$306K +8,622 New
NAM
84
NorthCoast Asset Management
Connecticut
$325K – – –
CCIA
85
Campbell & Co Investment Adviser
Maryland
$316K +$290K +8,194 New
MAM
86
Martingale Asset Management
Massachusetts
$285K +$262K +7,400 New
RVPG
87
Relative Value Partners Group
$278K – – –
GCP
88
GSA Capital Partners
United Kingdom
$274K -$353K -9,959 -58%
Public Employees Retirement Association of Colorado
89
Public Employees Retirement Association of Colorado
Colorado
$274K – – –
MF
90
Manchester Financial
California
$255K +$235K +6,631 New
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$216K -$67.7K -1,909 -25%
BUB
92
BBVA USA Bancshares
Texas
$216K +$199K +5,619 New
Cerity Partners
93
Cerity Partners
New York
$215K +$197K +5,572 New
MFT
94
Moisand Fitzgerald Tamayo
Florida
$204K -$35.4K -1,000 -16%
SG Americas Securities
95
SG Americas Securities
New York
$193K -$34K -960 -16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
96
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$185K +$89.9K +2,536 +112%
Zurich Cantonal Bank
97
Zurich Cantonal Bank
Switzerland
$163K – – –
MOACM
98
Mutual of America Capital Management
New York
$160K +$8.47K +239 +6%
US Bancorp
99
US Bancorp
Minnesota
$110K -$54.1K -1,527 -35%
AIP
100
Ameritas Investment Partners
Nebraska
$107K – – –
2 3
4
5 6

SBSI Hedge Fund Activity: Q1 2021 in Review

122 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2021, worth a combined $635M — up 26% from $503M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SBSI and 16 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 41 added.

The largest buyer was Mesirow Financial Investment Management - Fixed Income, opening a new position worth an estimated $5.67M. The largest seller was Renaissance Technologies, cutting an estimated $5.09M.

  • 122 institutional investors held Southside Bancshares (SBSI) as of Q1 2021, down from 124 in Q4 2020.
  • Funds reported $635M of Southside Bancshares stock for Q1 2021, up 26% quarter-over-quarter.
  • 16 funds opened new Southside Bancshares positions in Q1 2021 and 17 closed out, a net change of -1 holder.
  • The largest Southside Bancshares buyer in Q1 2021 was Mesirow Financial Investment Management - Fixed Income, an estimated $5.67M added.
  • The largest Southside Bancshares seller in Q1 2021 was Renaissance Technologies, an estimated $5.09M sold.

Based on aggregated 13F filings for Q1 2021.